Create and manage catalogs and categories

To effectively manage your product information with Bluestone PIM, it is important to create and organize your catalogs and categories.

Creating catalogs and categories in Bluestone PIM is crucial for organizing your product information effectively. This allows for easier management and maintenance in the long run.



You can easily drag and drop catalogs to change the structure, and categories within the catalog, add, remove, modify products, and update the structure. Start by setting up your catalogs and categories early on to improve the efficiency of managing your product information. 

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Create a new catalog

Follow these simple steps to get started:

• • Click the Products icon in the left main navigation bar.
  • Click the Settings icon in the left panel and select Manage Categories.
    
     
  • To add a new catalog, click the plus icon (+) labeled Add catalog.
    
    

• • Enter a name for your new catalog in the text field.
  • Click the green checkmark icon or press the Enter key on your keyboard to save your catalog.
  • Your new catalog will now be published, and you can proceed to add categories or update the catalog settings.
  • To access the catalog details panel, click on the name of the catalog you just created.
    
    
  • From there, you can add new categories or update the settings for your catalog.

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• Add a new category
  • To add a category, hover over the catalog
  • Click on the More options (3 dots icon. Then, select Add category. 
    
    

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• Edit catalogs and categories 
  
  • To edit a catalog or category, hover over the catalog or category, and click on the Edit icon. 
  • The selected catalog or category panel will open on the right; you can edit CLAs, assets, policies, history, product sorter, rule engine, and SEO settings.
  • Click the Update settings button to update the catalog or category. 
    
    

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Catalog and Categories Details Panel

When you click to edit an existing catalog or category, you will get details presented in a panel. 

Details     Category Level Attributes      Assets        Rules Engine 

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Details Tab

Under this tab, you can get an overview of your catalog ID, Name, Number, and Description in the details tab. 

• Edit information: 
  • You can edit the information directly in the grid
  • Click on Name, enter new name
  • Click Update Settings
    
    

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Category Level Attributes Tab

In the Category Level Attributes (CLA) tab, you can add attributes to the products within the category. 

• • Click the  icon to add an attribute to the catalog or category. 
    
    

Attributes added in the category: 

• • The CLAs have 'Activate Propagation' activated, which means the attribute will affect all products in the category and all underlying subcategories. Learn more here Category Level Attributes
    
    

Attributes of the product: 

Media Tab

You can add assets to a catalog or category in the assets tab. 

• Upload new asset
  • Click on the arrow to 'Upload new and assign.'
    
    

• • Drop a file or select a file to upload.
    
    

• • Give the asset a name and description in the pop-up or inline edit once the asset is added to the catalog or category.  
  • You can download or unassign the asset in the catalog or category at any time. 
    
    
• Assign assets from the library
  • Click on the  'Assign from library' button, which will show existing assets from the library.
     

• • Click on the assets that match the product. Then click Ok.
    

Policies tab

The policy tab is essential for restricting user access to PIM entities, ensuring that only authorized users can interact with the data. Policies serve as mechanisms for controlled access and usage.

• Upload new asset
  • Click on the arrow to 'Assign a policy' either to the category or products in the category.
    
    
  • The policies that will show are what is set up under Settings -  Access Management
    
    

Read more about policies here. 

History tab

This tab provides a searchable log of all modifications made within the catalog or category. 

• View history: 
  
  • Use the search function to quickly locate specific changes or review the sequence of modifications.
    
    

Product sorter

The product sorter helps you organize products within a chosen catalog or category. It provides a comprehensive list of all associated products, offering a centralized view for easy management.

• Reorder products

  • Under the Product Sorter tab, you will find the list of products within the catalog or category.

  • Hover over any product, and Drag and drop.

    
  • Then drag the product to its new position in the list. 

Rules Engine Tab

The category assignment rule in the category tab is an automated rule triggers and conditions that determine the categorization of the product based on the attributes, categories, and products as value settings.

• Go to Settings, and select the Catalogs and categories.
• Click on any catalogs or categories, and the right detail panel is displayed.
• Click on the Rules Engine (Gear icon) tab. 
  
  • Some catalog or category has no rules assigned; If the Bluestone PIM account has role Rules Engine Write or Plugin Admin permission, it allows you to add a new rule from the catalog or category.

• • It will direct you to the rules engine plugin, automatically selecting the catalog or category for a new rule.

• Allow you to manage category assignments with more options below;

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