Products

Product – the item in physical, virtual or cyber form as well as a service offered for sale. Every product is made at a cost and sold at a price.

There are several types of products in the TreoPIM system, and each product, irregardless of its type, can be assigned to a certain product family, which will define the attributes to be set for this product. A product can be assigned to several categories, be of a certain brand, described in several languages and be prepared for selling via different channels. A product can be in association of a certain type with some other product, and thus within different associations and with different products. It is possible to set different attribute values for different channels.

Moreover, once the TreoDAM module is also installed in the TreoPIM system, there is also the ability to manage asset relations for your product records. Learn more about TreoDAM here.

There are several types of products in the TreoPIM system, and each product, irregardless of its type, can be assigned to a certain product family, which will define the attributes to be set for this product. A product can be assigned to several categories, be of a certain brand, described in several languages and be prepared for selling via different channels. A product can be in association of a certain type with some other product, and thus within different associations and with different products. It is possible to set different attribute values for different channels and upload product images.

Product Fields

The product entity comes with the following preconfigured fields; mandatory are marked with *:

Field Name Description
Name * Product name
SKU * Unique product identifier that can be used only once within the same catalog
Type * Product type that defines the product nature
Catalog * The name of the catalog to which the product belongs
Product family * The name of the product family, within which the product is created
Owner * Product owner user name
Assigned User * The name of the user assigned to the given product
Teams The name of the team whose users can operate with the given product

If the multi-languages settings are activated, but multilingual fields are missing for the product entity, or if you want to make changes to the product entity (e.g. add new fields, or modify product views), please, contact your administrator.

If you want to make changes to the product entity, e.g. add new fields, or modify product views, please, contact your administrator.

Product Types

The only type of products available in the TreoPIM system by default is Simple Product – a standalone physical item or service sold as one piece.

The list of products may be extended along with the installation of additional modules to your system. To learn more about available modules and their features, please, visit our store.

After the "Product Variants" module is installed to your system, the following product types are added:

  • Configurable Product – a product with different variants that has multiple options for each variation. Each possible combination of options represents a separate, simple product, which makes it possible to track inventory for each of them. This product type creates for the user endless flexibility in product configuration.

  • Product variant – basically a product with a complete set of its properties.

Please, visit our store to learn more about the "Product Variants" module and its features.

In order to add custom types of products, please, contact us or your developer.

Creating

To create a new product record, click Products in the navigation menu to get to the product records list view, and then click the Create Products button. The creation pop-up will appear:

Product creation

Here enter the desired name and SKU value for the product record being created and define its type via the corresponding drop-down list. Assign the catalog and product family to the given product record, as well as product owner and assigned user via the corresponding select action buttons. Defining the team is an optional parameter.

Click the Save button to finish the product record creation and get redirected to the product editing page, described below, or Cancel to abort the process.

Alternatively, use the quick create button on any TreoPIM page and fill in the required fields in the product creation pop-up that appears or click the Full Form button to get to the common creation page:

Creation pop-up

Listing

To open the list of product records available in the system, click the Products option in the navigation menu:

Products list view page

By default, the following fields are displayed on the list view page for product records:

  • Name
  • Catalog
  • SKU
  • Type
  • Active

To change the product records order in the list, click any sortable column title; this will sort the column either ascending or descending.

Once the TreoDAM module is installed, the Main Image field is also added to products, and the records can be displayed not only as table list items, but also as plates. To switch to the plate view, click the plates icon located in the upper right corner of the list view page of product records:

Plate view

To view some product record details, click the name field value of the corresponding record in the list of products; the detail view page will open showing the product records and the records of the related entities. Alternatively, use the View option from the single record actions menu to open the quick detail pop-up.

In order to view the main image preview in a separate pop-up, click the desired one in the Main image column on the product records list/plate view.

Mass Actions

The following mass actions are available for product records on the list view page (also on the plate view, if the TreoDAM module is installed):

  • Remove
  • Mass update
  • Export
  • Follow
  • Unfollow
  • Add relation
  • Remove relation

Products mass actions

If any option is missing in your mass actions menu, please, contact your administrator.

For details on these actions, refer to the Mass Actions section of the Views and Panels article in this user guide.

Single Record Actions

The following single record actions are available for product records on the list view page (also on the plate view, if the TreoDAM module is installed):

  • View
  • Edit
  • Remove

Products single record actions

If any option is missing in your single record actions menu, please, contact your administrator.

For details on these actions, please, refer to the Single Record Actions section of the Views and Panels article in this user guide.

Search and Filtering Types

Product records can be searched and filtered according to your needs on their list view page (also on the plate view, if the TreoDAM module is installed). For details on these options, refer to the Search and Filtering article in this user guide.

Besides the standard field filtering, two other types – by attributes and by categories – are available for product records.

By Attributes

Filtering by attributes is performed on the basis of attribute values of the attributes that are linked to products:

Attribute filters

For details on this type of filtering, please, refer to the Custom Attribute Filters section within the Search and Filtering article in this user guide.

By Categories

By default, all product records are displayed in the list. To filter this list to display only product records with no categories linked to them, click the Without Any Category option on top of the filtering menu:

Without any category

To search product records by categories, enter the desired category name into the corresponding search field or use the auto-fill functionality:

Search by category

As a result, the defined category will be highlighted in the catalog tree, and only products belonging to this category will be displayed in the product records list.

The same category tree and category filter option are also available on the product record detail and edit view pages:

Category filter detail view The same category tree and category filter option are also available on the product record detail and edit view pages:

Category filter detail view

Editing

To edit the product, click the Edit button on the detail view page of the currently open product record; the following editing window will open:

Product editing

Here edit the desired fields and click the Save button to apply your changes.

Please, note that by default, deactivating a product record has no impact on the records of associated products.

Besides, you can make changes in the product record via in-line editing on its detail view page.

Alternatively, make changes to the desired product record in the quick edit pop-up that appears when you select the Edit option from the single record actions menu on the products list/plate view page:

Editing pop-up

Removing

To remove the product record, use the Remove option from the actions menu on its detail view page

Remove1

or from the single record actions menu on the products list/plate view page:

Remove2

The record removal operation has to be confirmed in the pop-up that appears:

Product removal confirmation

Duplicating

Use the Duplicate option from the actions menu to go to the product creation page and get all the values of the last chosen product record copied in the empty fields of the new product record to be created. Modifying the SKU value is required, as this value has to be unique within the catalog.

Working With Entities Related to Products

In the TreoPIM system, the following entities are related to products:

They all are displayed on the corresponding panels on the product record detail view page. If any panel is missing, please, contact your administrator as to your access rights configuration.

To be able to relate more entities to products, please, contact your administrator.

Product Attributes

Product attributes are characteristics of a certain product that make it distinct from other products, e.g. size, color, etc. Product attributes are to be used as filters.

Product attribute values are predefined by the attributes assigned to the product family to which the given product belongs.

Product attribute records are displayed on the PRODUCT ATTRIBUTES panel within the product record detail view page and are grouped by attribute groups. Product attributes data is shown in the following table columns:

  • Attribute
  • Value
  • Scope
  • Channels

Product attributes panel

The required attributes are marked with * next to their names in the Attribute column.

It is possible to add custom attributes to a product record, without previously linking them to the product family of the product by selecting the existing ones or creating new attributes. To create a new attribute records to be linked to the currently open product, click the + button located in the upper right corner of the PRODUCT ATTRIBUTES panel:

Creating attributes

In the attribute value creation pop-up that appears, select the attribute record from the list of the existing ones and configure its parameters. By default, the defined attribute record has the Global scope, but you can change it to Channel and select the desired channel (or channels) in the added field:

Channel attribute

Click the Save button to complete the product attribute creation process or Cancel to abort it.

Please, note that you can link the same attribute to the product record more than once, but with different scopes (Global / Channel), and same channel can be used only once:

Attribute scope

Use the Select option from the actions menu located in the upper right corner of the PRODUCT ATTRIBUTES panel to link the already existing attributes to the currently open product record:

Adding attributes

In the "Attributes" pop-up that appears, choose the desired attribute (or attributes) from the list and press the Select button to link the item(s) to the product record. The linked attributes have the Global scope by default.

TreoPIM supports linking to products not only separate attributes, but also attribute groups. For this, use the Select Attribute Group option from the actions menu, and in the "Attribute Groups" pop-up that appears, select the desired groups from the list of available attribute group records.

Please, note that attributes linked to products are arranged by attribute groups correspondingly. Their placement depends on the configuration and sort order value of the attribute group to which they belong.

Attributes linked to the given product record can be viewed, edited, or removed via the corresponding options from the single record actions menu on the PRODUCT ATTRIBUTES panel:

Attributes actions

The attribute record is removed from the product only after the action is confirmed:

Removal confirmation

Please, note that only custom attribute records can be removed, but for the ones that are linked to the product via the product family there is no such option in the single record actions menu.

Product Categories

Categories that are linked to the product record are shown on the PRODUCT CATEGORIES panel within the product detail view page and include the following table columns:

  • Category
  • Category scope
  • Category channels

Product categories panel

It is possible to link categories to a product by selecting the existing ones or creating new categories.

To create a new category record to be linked to the currently open product, click the + button on the PRODUCT CATEGORIES panel and enter the necessary data in the category creation pop-up that appears:

Creating categories

By default, the defined category has the Global scope, but you can change it to Channel and select the desired channel (or channels) in the added field:

Channel category

Click the Save button to complete the category creation process or Cancel to abort it.

Please, note that you can link the same category to the product twice, but with different scopes – Global or Channel.

To assign the already existing category (or several categories) to the product record, use the Select option from the actions menu located in the upper right corner of the PRODUCT CATEGORIES panel:

Adding categories

In the "Categories" pop-up that appears, choose the desired category (or categories) from the list and press the Select button to link the item(s) to the product.

Please, note that you can link both root and child categories to the product. The only condition is that their root category should be linked to the catalog to which the given product belongs.

Product category records can be viewed, edited, or removed via the corresponding options from the single record actions menu on the PRODUCT CATEGORIES panel:

Categories actions

Channels

Channels that are linked to the product are displayed on its detail view page on the CHANNELS panel and include the following table columns:

  • Name
  • Active
  • Active for channel

Channels panel

Irregardless of the activity state of the product record in the TreoPIM system, you can activate it for a separate channel, which is linked to it. To do this, select the Active for channel checkbox for the desired channel record present on the CHANNELS panel:

Active for channel

To deactivate the currently open product record for the channel, remove the selection of the Active for channel checkbox for it. Please, note that the changes are saved on the fly.

It is possible to link channels to a product record by selecting the existing ones or creating new channels.

To create a new channel record to be linked to the currently open product, click the + button on the CHANNELS panel and enter the necessary data in the channel creation pop-up that appears:

Creating channel

Click the Save button to complete the channel record creation process or Cancel to abort it.

To assign a channel (or several channels) to the product record, use the Select option from the actions menu located in the upper right corner of the CHANNELS panel:

Adding channels

As soon as the channel is linked to the product, it is added to the filtering by scopes list, located in the upper right corner of the product record detail view page:

Channel filter

Select the desired channel in this list to filter the product record data display on the PRODUCT ATTRIBUTES, PRODUCT CATEGORIES, and ASSET RELATIONS (when the TreoDAM module is also installed) panels by the defined channel.

Channels linked to the product record can be viewed, edited, unlinked, or removed via the corresponding options from the single record actions menu on the CHANNELS panel:

Channels actions

Associated Products

Products that are linked to the currently open product record through the association, are displayed on its detail view page on the ASSOCIATED PRODUCTS panel and include the following table columns:

  • Related product
  • Association

AP panel

When the TreoDAM module is also installed in your TreoPIM system, there is also the Related Product Image column additionally on this panel:

AP panel with DAM

It is possible to link associated products to a product by creating new associated product records on this panel. To do this for the currently open product record, click the + button located in the upper right corner of the ASSOCIATED PRODUCTS panel. In the associated product creation pop-up that appears, select the main and related product, define the association for their relation and whether it should be in both directions:

AP creating

Click the Save button to complete the associated product record creation process or Cancel to abort it.

Associated product records can be edited or removed via the corresponding options from the single record actions menu on the ASSOCIATED PRODUCTS panel:

AP actions

Asset Relations

The ASSET RELATIONS panel is present on the product record detail view page only when the TreoDAM module is also installed in the TreoPIM system.

All the assets that are linked to the currently open product record are displayed on its detail view page on the ASSET RELATIONS panel and include the following table columns:

  • Preview
  • Name
  • Related entity name
  • Role
  • Scope
  • Channels

Asset relations panel

On this panel, you can link the following asset types to the given product record:

  • Gallery image
  • Description image
  • Icon
  • Office document
  • Text
  • CSV
  • PDF document
  • Archive

All the linked assets are grouped by type correspondingly.

To create a new asset record to be linked to the currently open product, click the + button located in the upper right corner of the ASSET RELATIONS panel; the following asset creation pop-up appears:

Creating assets

Here select the asset type from the corresponding drop-down list and upload the desired file (or several files) via their drag-and-drop or using the Choose files button. Once the files are loaded, enter their data in the fields that appear:

Asset details

By default, the defined asset has the Global scope, but you can change it to Channel and select the desired channel (or channels) in the added field:

Channel asset

Select the Private checkbox to make the current asset record private, i.e. allow access to it only via the entry point. If the checkbox is not selected, TreoPIM users can reach the asset via the direct shared link to its storage place.

Additionally, it is possible to assign a role to the asset record being created by clicking the corresponding field and selecting the desired option from the list:

Asset role

By default, only the Main role is available, but the list can be expanded by the administrator.

Click the Save button to complete the asset record creation process or Cancel to abort it.

Please, note that the Gallery image asset record of the Global scope only with the Main role assigned to it becomes the main image for the given product record and is displayed on the right hand side PRODUCT PREVIEW panel:

Product main image

To view the main image in full size, click the product preview icon.

Once the Main role is assigned to a different Gallery image asset record of the Global scope, the PRODUCT PREVIEW panel content is automatically updated correspondingly.

To assign an existing in the system asset (or several assets) to the product record, use the Select option from the actions menu located in the upper right corner of the ASSET RELATIONS panel:

Adding assets

In the common record selection pop-up that appears, choose the desired assets from the list (they may be of different types) and press the Select button to link the item(s) to the product record.

Assets linked to the given product record, irregardless of their types, can be viewed, edited, or removed via the corresponding options from the single record actions menu on the ASSET RELATIONS panel:

Asset actions

Here you can also define the sort order of the records within each asset type group via their drag-and-drop:

Asset order

The changes are saved on the fly.

To view the product related asset record from the ASSET RELATIONS panel, click its name in the Related entity name column. The detail view page of the given asset will open, where you can perform further actions according to your access rights, configured by the administrator.