Overview of Product Grid Actions

A Quick Guide to Managing Your Products Effectively in Bluestone PIM

The product grid comprises various elements, including a left panel that features the catalog, categories, filters, and views. The main section of the grid displays the products, including several fundamental grid actions. These actions allow you to refresh data, sync, add products, adjust column settings, and export data, among other things.

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Left Panel  

Categories Tab     Filters Tab    Views Tab  

Other Grid Actions 

Languages  Sync  Add product  Inline Edit 

Column Setup  Browsing Settings  View Type

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Left Panel

The left panel of the product grid offers a range of features, including the ability to filter products, set up views, manage categories and catalogs, and toggle the panel's visibility. This panel is divided into three main tabs: Categories, Filters, and Views, each of which offers a variety of functions and options for managing your products. 

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Categories Tab     Filters Tab    Views Tab  

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Categories Tab

The categories tab in the product grid allows you to easily manage catalogs and categories. You can create new catalogs and add categories within them, making it efficient to categorize and organize your products. This is especially helpful if you're managing products for multiple divisions or brands within your organization. By creating separate catalogs for each division or brand, you can ensure clear distinctions and streamline your product management process.

To get a quick overview of the completeness of your product information, you can check the completeness score for each catalog or category. Additionally, you can access the catalog detail panel, which provides a comprehensive overview and editing capabilities for catalogs and categories. This panel includes important information such as ID, name, number, and description, as well as features like CLAs, assets, policies, history, product sorter, and rules engine. It's a powerful tool for managing and customizing your catalogs and categories.

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Create a new catalog           Add a category       

Completeness Score       Catalogs Details Panel

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• Create a new catalog
  
  • Navigate to Products 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 category

  • Navigate to Products in the left main navigation bar.

  • Click the Settings icon in the left panel and select Manage Categories.

    

  • Hover over a catalog, and click on the 3 dots icon.

  • Then, select Add category.

    

  • Enter a name for the category, and click the green check icon.

    

  • If you want to create subcategories within the new category, simply repeat the same steps as before.

    

• Completeness score
  • The completeness score gives you a clear picture of the product information available in a catalog or category. It shows you how much product information is already filled in and how much still needs to be completed. This helps you understand the progress and completeness of your catalog or category at a glance.
    
    

• • Click the Products icon in the left main navigation bar.

  • Click the Settings icon in the left panel and activate the Show completeness score toggle.

  • Then you will see the completeness score for all catalogs and categories.

    

• The catalog detail panel
  • The catalog detail panel provides an overview and editing capabilities for catalogs and categories. It includes ID, name, number, and description, as well as CLAs, assets, policies, history, product sorter, and rules engine. To access it, click on the catalog or category name in the left panel of the product grid. From there, you can manage and customize catalogs and categories by adding new categories, assigning assets, and setting up automatic categorization rules.
    
    

• The details tab

  • In the details tab, you will see all the information associated with the category of the catalog, the ID, name, Number, and Description. You can at any time make changes directly in the grid. 

    
    

• The Category Level Attributes tab

  • CLA, or Category Level Attributes, are a powerful tool for organizing and defining product information within a category. By using CLAs, businesses can specify the required attributes for all products within a category, such as brand, model number, and color. This ensures that each product in the category has consistent and complete information, making it easier for customers to find and purchase the products they need.

    When setting up CLAs, you have the option to configure optional settings on the right side. These settings include inheritance (to keep values or force updates), lock, and mandatory. These settings provide even more control over how CLAs are applied to products within a category.

    
    

• The Assets tab

  • Within the asset tab on the catalog or category, you can upload new or assigned assets that should be associated with the catalog or category. 
    
    

• The Policies tab

  • If you want to control who can access specific products, you can use policies. Policies are rules that are based on a user's role or attributes. In the policies tab, you have the ability to add or remove policies. By doing this, you can determine the access level for all products associated with a particular catalog or category.
    
    

• The History tab

  • The history tab displays a comprehensive record of all the changes made within the category. It provides information on the user who made the changes, the time they were made, the languages or context in which the changes occurred, and what specific changes were made. This allows you to easily track and review the history of modifications made to the category.

    

• The Product sorter

  • By default products in Bluestone PIM are not sorted. If you need manual sorting of products, Bluestone PIM provides a product sorter plugin. The product sorter is an extra tab on a category/catalog level panel that allows you to sort products by drag and drop that are within the catalog or category.
    
    

• The Rules engine tab
  • The category assignment rule is an automated rule that categorizes products based on attributes, categories, and product value settings. Not all catalogs or categories have rules assigned to them.
    
    

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Filters Tab

The Filters tab in the product grid provides a powerful tool for sorting and organizing your products. You can filter and sort products based on various attributes such as product name, SKU, price, and more. There are three "types" of filters available: the basic filter, the custom filter, and the query builder.

• The basic filter
  • The basic filter is the default filter that appears in your filter section if you don't have a custom filter set up. It allows you to perform basic filtering based on the product name and description.
    
    

• The custom filter
  • The custom filter can be tailored to your specific requirements, allowing you to add columns that are relevant to your filtering needs.
    
    

• The query builder
  • The query builder allows you to create a hierarchy by building advanced queries using single conditions with "and" or "or" groups of conditions. This feature is helpful when you need to search for products with specific attributes or values.
    
    

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Views Tab

The Views tab offers a user-friendly way to navigate and switch between saved views that display your products based on specific criteria. You can effortlessly create, modify, or delete views to personalize your product grid experience.

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Other grid actions

In addition to the left panel, the product grid provides a range of essential functions that you can utilize on a daily basis. These functions include refreshing your data to ensure you have the most up-to-date information, syncing your product updates to make them available in external channels, adding new products to your catalog, adjusting column settings to customize your view, and exporting data for further analysis or sharing purposes. These actions are designed to streamline your workflow and enhance your overall experience with the product grid.

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Languages  Sync  Add product  Inline Edit 

Column Setup  Browsing Settings  View Type

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• Languages
  • You have the ability to edit the language or context directly within the grid by clicking on the language editor located in the top right corner of the screen. Once you've chosen the desired language, you can begin enhancing the product information using that specific language.
    
    
  • Additionally, you can also edit languages by accessing the Languages section in the main menu. Bluestone PIM supports multiple languages, providing you with flexibility in managing your product information.
    
    

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• Sync
  • Utilize the Sync feature to effortlessly publish your product updates and ensure they are readily available on external platforms, marketplaces, and systems beyond your PIM. By synchronizing your product updates with these external channels, you can maintain accurate and consistent product information across all your sales and distribution channels. This not only provides a seamless shopping experience for your customers but also streamlines the management of your products.
  • The sync process consists of two main steps: Generate a sync report to see what has changed and perform synchronization.
  • The sync process shows a report with all pending changes. The changes can be included (approved) or excluded (rejected) from the sync process. The sync button will complete the Sync process when the changes are reviewed. 

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• Add Product
  • You can easily add a product at any time by clicking the + icon in the right-hand corner. There are three types of products. Then you can add attributes, catalogs/categories, relations, completeness requirements, assets, and other elements in the tabs on the left panel product card.
    
    
  • Types of products

• • • Single: These are individual products with unique attributes and data.
    • Variant: Variants are different versions of a product, such as varying colors or sizes. With Bluestone PIM, you can manage variants within a single product record, making it easier to keep track of all the different versions of a product. A variant can only belong to one group at a time.
    • Variant Group: This product type is used in relation to variants. A variant group allows you to add data that is common to all variants and can be inherited down to the variants. See the VLA's section below for more information.
    • Bundle: Bundles are products that are sold together, such as a computer and a monitor. Products in a bundle have a quantity attribute, which defaults to 1. Bundles can only contain single and variant product types. 
      
      

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• Inline Edit
  • You have the flexibility to edit products directly in the grid, making the editing process more efficient. You can easily change the status of a product, whether it's published, in draft mode, on hold for updates, or archived. Additionally, you can rename a product or enter a new name for it. This allows you to quickly update and customize your product information to meet your specific needs.
    
    

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• Column Setup
  • Customize and organize the information in your product grid by adding columns. This allows you to display important product information like pricing, descriptions, or inventory levels in a way that suits your needs.

  • Customize columns in your PIM system to display key information for informed decision-making. Add columns for pricing, descriptions, and inventory levels to efficiently analyze product data, highlight products for promotions, manage stock levels, and optimize your sales strategy. This leads to more effective and data-driven merchandising.

    

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• Browsing Settings
  
  
  • To display additional columns related to the catalog or categories, you can customize the browsing settings. By enabling the "List products recursively" option, you will be able to view products not only in the selected category but also in all its sub-categories.
  • Another option is to enable "Browse archived products" to view all products that are archived.
  • It's important to note that the column setup will revert to the default state when you refresh the page.

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• View Type
  
  • Bluestone PIM gives you the flexibility to personalize how you view your products. You have the option to choose between a traditional list view or a visually appealing list with thumbnails. This allows you to easily navigate and browse through your products in a way that best suits your needs.

• • • List: The traditional list view may provide a more efficient way to analyze data.

      

    • List with thumbnails: This view is particularly useful for quickly identifying and recognizing products based on their visual appearance.
      
      

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