Catalog – a container for your products arranged by certain criteria, i.e. it is a set of data at a given time compiled to be transferred via certain channels. Catalog's content may be modified whenever needed within the TreoPIM system.
Catalogs, as well as channels, form the basis of the multichannel publication of your products data. They allow you to manage your range of products and carry out your multichannel strategy in the most flexible manner.
With the help of catalogs you can create as many versions of your products as you need, preserving the ability to modify your data within your company exclusively and not worrying about possible changes made by your suppliers during the data transfer.
The catalog structure can be different for each user, based on their needs. For instance, catalogs can be used to segment your range of products for further export of the product data to certain channels, as well as to store historical information about your products (e.g. "Winter jackets 2019" and "Winter jackets 2020").
The multi-catalog function is beneficial both for manufacturers, wholesalers, and retailers due to its ability to meet all their specific needs and requirements. For instance, manufacturers can easily enlarge/shorten their range of products on the basis of their already existing catalog(s). At the same time, wholesalers or retailers get a powerful tool to organize and systematize all the product information collected from different sources into one proper master catalog (and then create as many versions of it as needed) in a very flexible manner. There is no need to spend much time on creating a brand new catalog from scratch – just edit what you already have with the help of the TreoPIM multi-catalog feature!
The catalog entity comes with the following preconfigured fields; mandatory are marked with *:
|Active||Activity state of the catalog record|
|Name (multi-lang) *||Catalog name|
|Code *||Unique value used to identify the catalog. It can only consist of lowercase letters, digits and underscore symbols|
|Description (multi-lang)||Description of the catalog usage|
If the multi-languages settings are activated, but multilingual fields are missing for the catalog entity, or if you want to make changes to the catalog entity (e.g. add new fields, or modify catalog views), please, contact your administrator.
To create a new catalog record, click
Catalogs in the navigation menu to get to the catalogs list view, and then click the
Create Catalog button. The common creation window will open:
Here enter the desired name for the catalog record being created and activate it, if needed. Its code is automatically generated based on the entered name, but you can change it via the keyboard. The catalog description is an optional field and can be left empty.
Please, consider giving your catalog record a clear name that will help you quickly identify its destination and target audience.
Save button to finish the catalog creation or
Cancel to abort the process.
If the catalog code is not unique, the error message will appear notifying you about it.
The new record will be added to the catalogs list. You can configure it right away on the detail view page that opens or return to it later.
Alternatively, use the quick create button on any TreoPIM page and fill in the required fields in the catalog creation pop-up that appears:
To open the list of catalog records available in the system, click the
Catalogs option in the navigation menu:
By default, the following fields are displayed on the list view page for catalog records:
To change the catalog records order in the list, click any sortable column title; this will sort the column either ascending or descending.
Catalog records can be searched and filtered according to your needs. For details on these options, refer to the Search and Filtering article in this user guide.
To view some catalog record details, click the name field value of the corresponding record in the list of catalogs; the detail view page will open showing the catalog 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.
The following mass actions are available for catalog records on the list view page:
- Mass update
- Add relation
- Remove relation
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 catalog records on the list view page:
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.
To edit the catalog, click the
Edit button on the detail view page of the currently open catalog record; the following editing window will open:
Here edit the desired fields and click the
Save button to apply your changes.
Besides, you can make changes in the catalog record via in-line editing on its detail view page.
Alternatively, make changes to the desired catalog record in the quick edit pop-up that appears when you select the
Edit option from the single record actions menu on the catalogs list view page:
To remove the catalog record, use the
Remove option from the actions menu on its detail view page
or from the single record actions menu on the catalogs list view page:
When you are trying to remove a catalog that contains products in it, the following confirmation message appears:
Remove button to complete the operation or
Cancel to abort it.
Duplicate option from the actions menu to go to the catalog creation page and get all the values of the last chosen catalog record copied in the empty fields of the new catalog record to be created. Modifying the catalog code is required, as this value has to be unique.
As a result, the catalog is 100% duplicated together with all its products.
Working With Entities Related to Catalogs
Relations to categories and products are available for all catalog records by default. The related entities records are displayed on the corresponding panels on the catalog 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 the catalog, please, contact your administrator.
Categories that are linked to the catalog record are shown on the
CATEGORIES panel within the catalog detail view page and include the following table columns:
- Category tree
On this panel, you can link categories to the given catalog record by selecting the existing ones or creating new category records.
To create a new category record, click the
+ button located in the upper right corner of the
CATEGORIES panel and enter the necessary data in the category creation pop-up that appears:
Save button to complete the category record creation process or
Cancel to abort it.
To assign an existing category (or several categories) to the catalog record, use the
Select option from the actions menu of the
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 catalog record.
Please, note that only root categories should be linked to catalogs, which means that all catalog products may have only those categories that are related to the selected category tree(s).
Categories linked to the given catalog record can be viewed, edited, unlinked, or removed via the corresponding options from the single record actions menu on the
Products that are linked to the catalog record are displayed on its detail view page on the
PRODUCTS panel and include the following table columns:
To see all products linked to the given catalog record, use the
Show full list option:
Then the "Products" page opens, where all product records filtered by the given catalog are displayed:
To view the catalog related product, click its name in the products list. The detail view page of the given product will open, where you can perform further actions according to your access rights, configured by the administrator.