Catalog filtering

Set up catalog filters to entitle your customers to a subset of your catalog. Catalog filters can also be used as one of the price rule conditions when you are determining prices for the set of catalog entries your customers are entitled to.

Managing your catalog filters in Management Center provides you with the following business benefits:

Provides flexible filtering criteria.
Supports reusability across stores and contracts.
Supports search engine-based dynamic catalog filtering, based on the Solr search solution.

You can create catalog filters to filter your master catalog only. You cannot create catalog filters for a sales catalog.

Catalog filtering criteria

When you create catalog filters, you can combine one or more filtering criteria to achieve your business goals.

Category-based criteria: You can include or exclude categories from your catalog. If you include a category, all catalog entries and subcategories under this category are included, unless you explicitly exclude the catalog entry or category. For example, if you include the Fasteners parent category in your filter, by default, the Nuts, Bolts, and Screws subcategories are also included. However, you can explicitly exclude the Nuts subcategory.
When a subcategory or catalog entry is included in the catalog filter, its parent category becomes browsable. Otherwise, customers cannot browse to the categories and catalog entries that you included in your filter.
Category-based criteria with conditions: You can apply conditions on the categories that are added to your catalog filter. The condition can specify attribute dictionary attributes or catalog entry properties. By default, you can specify the following catalog entry properties: part number (code), manufacturer part number, and manufacturer name. For example, you can include all products that are manufactured by IBM in your filter.
To apply a condition on a certain category, you must first define a condition group. A condition group is a group of one or more attribute dictionary attributes and catalog entry properties conditions. A category can have one or more condition groups, and each condition group can contain one or more attribute dictionary attribute and property conditions. To learn more about conditions in catalog filters, see Catalog filter assignment and contracts.
Catalog entry-based criteria: You can include or exclude specific catalog entries. The catalog-entry-based criteria takes precedence over the other filtering criteria. For example, assuming Product A is under Category A, if you exclude Category A and include Product A in your catalog filter, Product A is still included in the catalog filter.

Catalog filter usage: Product entitlement

When you assign a catalog filter to a contract, the customers shopping under the contract can browse, search for, and purchase the catalog entries that are defined in the catalog filter. For example, in a B2B business model, you can create catalog filters, and then assign different catalog filters to each business contract. The customers shopping under the specific contract can see and purchase only the catalog entries that they are entitled to.

The following diagram illustrates an example of a catalog filter product entitlement usage.
Catalog filter that is assigned to a contract diagram

Catalog filter that is assigned to a contract diagram

You can assign catalog filters to different types of contracts. For more information, see Catalog filter assignment and contracts.

Catalog filter usage: Price rules

Use a catalog filter in a price rule condition to define a set of catalog entries that you want to price a certain way. You must specify the catalog filter in the Catalog Condition element in the price rule. The following diagram illustrates how you can use catalog filters to mark down the catalog entries in the Nuts and Bolts categories by 10% and 20%.
Price rules with catalog filter diagram

Limitations

Catalog entry properties and attribute dictionary attributes that have different values in different languages are not supported.
Attribute dictionary attributes that have assigned values, rather than predefined values, are not supported in the filter conditions.
Attributes that are not stored in the attribute dictionary are not supported because they are not shared by multiple catalog entries.
Catalog filtering does not support workspaces or content versioning.
There is no migration tool to migrate existing catalog filters in HCL Commerce Accelerator to the Catalog Filter and Pricing tool.

Notes

When you assign a catalog filter that is created in the Management Center to a contract, this catalog filter overrides any HCL Commerce Accelerator catalog filter.
If you do not have a Management Center catalog filter that is assigned to the contract, the HCL Commerce Accelerator catalog filter is used instead.
For B2C store, the Search entitlement is not enabled OOB for better performance in Search. To take Catalog filter effect in store front search, you will have to enable it. For example:
```
UPDATE STORECONF set VALUE='1' where STOREENT_ID=11001 and NAME='wc.search.entitlement';
where storeent_id 11001 is AuroraStorefrontAssetStore id
```
Then update the store related registry. See Updating registry components for more info.