WebSphere Commerce EnterpriseIntroduced in Feature Pack 2

Creating a catalog filter

You can assign a catalog filter to a contract to define the product set customers are entitled to purchase from. You can also use a catalog filter in a price rule Catalog Condition to set pricing for a specific part of the catalog. Show Me

Before you begin

Procedure

  1. Open the Catalog Filter and Pricing tool.
  2. From the toolbar, click the arrow on the right side of New Catalog Filter Create new; then select Catalog Filter. The properties view displays.
  3. Set the catalog filter properties.
    OptionDescription
    NameType a name for this catalog filter.
    DescriptionEnter text that helps you understand the catalog filter without having to open it.
  4. Optional: To add categories to your catalog filter:
    Notes:
    • By default, all the categories in your catalog are included into the catalog filter.
    • You can exclude each category individually or exclude the entire catalog.
    • When you include or exclude a category, everything underneath it also included or excluded. You can explicitly include or exclude specific subcategories (unless you explicitly include or exclude the subcategories or catalog entries).
    1. Expand the Filter by Categories, Attributes, and Properties section.
    2. Use one of the following methods to add the categories to your catalog filter:
      OptionDescription
      Using the Tree view To add categories individually:
      • Expand your catalog.
      • Go to the category you want to include or exclude, then right-click the category, and select Include or Exclude.

      To add the entire catalog, right-click the entire catalog, and select Include or Exclude.
      Using the List view
      Tip: In the utilities view, you can select multiple catalog entries using either Ctrl+Click or Shift+Click, and then drag the entire set into your catalog filter at once.
  5. Optional: To apply conditions on categories in your catalog filter.

    You can apply conditions on the categories you added to your catalog filter to explicitly include properties or attributes of the catalog entries under the category. In this example, all products under "Hand sass" category and where the product name contains "Handsaws" or the product part number equals T00001407, are included in this catalog filter.

    1. In the Tree view, click the category you included or excluded. Alternately, in the List view, select the category you included or excluded in the Categories table.
      Note: You cannot create a condition against a category that is not added to the catalog filter.
    2. Create a condition group in the Condition groups table.
      The condition group contains the name for the condition. A category can have more one or more condition groups, and each condition group can contain one or more attributes and properties conditions.
    3. Specify the attributes or properties conditions.
      Note: Select the category in the Category table; then select the Condition groups table before you define the conditions.
      • From the New condition list, select Attribute Dictionary Attribute or Property.
      • In the Attributes and properties conditions table, specify your value.
  6. Optional: To add catalog entries to your catalog filter:
    Note: The most specific catalog filter is applied. Therefore when you add catalog entries to a catalog filter, the catalog entries are used instead of any category or category with conditions filtering.
    1. Expand the Filter by Categories, Attributes, and Properties section.
    2. Find the catalog entry you want to add to the catalog filter.
    3. To include catalog entries in the catalog filter, drag the catalog entries to the Catalog Entries to include table.
      Tip: You can also include catalog entries by using Find and Add.
    4. To exclude catalog entries from the catalog filter, drag the catalog entries to the Catalog Entries to exclude table.
  7. Click Save and Close.