Creating a New Catalog

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A catalog is the workspace where all the catalog entities such as taxonomy, product attributes, schemas and so on will exist. Based on the user rights provided as mentioned in chapter User Roles and Permissions, a single user or multiple users can perform various actions on the catalog.

The following table lists the privileges required to perform various functions related to catalog.

Privilege

Required to

Description

Prerequisites

catalog_view

View the catalog listed in dashboard

You can view the catalog listed in the dashboard page, and view the statistics related to this catalog.

catalog_open

Open the catalog from the dashboard

You can open the catalog and view the catalog structure and SKUs within the catalog.

catalog_view

catalog_add

Create a new catalog

You can create a new catalog and as an owner of the catalog you get all the catalog level permissions to open, import and delete the newly created catalog.

catalog_import

Use batch import to modify the primary hierarchy structure and SKU content in the catalog

You cannot edit the catalog structure or SKU content through the UI. This privilege is limited to the import functionality only using external batch files.

catalog_view

*Prerequisites – This column lists the privileges that needs to be enabled first before granting the actual privilege

To create a catalog:

  1. Hove the mover over the left band or the Bluemeteor logo on the upper-left corner and the following menu gets displayed as shown in the following figure.

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  1. Click Catalog > All Catalogs.

The Catalogs page gets displayed with all existing catalogs as shown in the screenshot.

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  1. Click +Create New Catalog.

The Create New Catalog dialog box appears as shown below.

  1. Enter the relevant details as shown below:

Field

Description

Catalog Name

Enter the catalog name. For example, PCC Test Catalog

Catalog Description

Enter the description you want to provide for the catalog. For example: Test catalog

Catalog Type

Default PCC Catalog - It’s a pre-configured product catalog in the system that serves as the primary or baseline catalog for organizing and managing product data.

Distributor Staging Catalog- A temporary storage area where product data is prepared, validated, and reviewed before being published or sent to distributors for final deployment. This option is selected when the distributor uses external PIM.

Distributor Main Catalog- The central product provided by the distributor, containing a comprehensive list of all available products, their details, and specifications for syndication or distribution. This option is selected when the distributor uses PCC as their PIM.

Catalog Base Locale

Select your preferred base language from the dropdown.

Default Autoset Choice

You can view the values in alternate language as well. The four options available are Translate, Copy Base as is, Static Value, and No alternate value. Default will be No alternate value which means there will be no alternate locale selected. Translate means you can translate the value in some other alternate language, Copy Base as is means the base locale language will be replicated, and Static Value means the fixed value Not Set - <Language> for <BaseValue> is displayed.

Note: The Default Autoset Choice selected from this page will be impacted on Taxonomy, SKU, SKU Title but not on Attributes.

Logo

This will be available in the future release.

Realm

Select the Realm from the dropdown.

Onboarding Method using DataBridge

There are two types of catalogs:

Regular→  In this type of catalog the data is onboarded from a single source channel, and the SKU data is sent directly to the target catalog without any consolidation logic.

Consolidated→ In this type of catalog the data is onboarded from multiple source channels, with each channel contributing its own SKU data. The system then applies consolidation logic (based on ranking and matching rules) to generate a single, unified version of the SKU in the target catalog.

  1. Click Submit.

The catalog is now created and displayed on the Catalogs page.

  1. Click Configure Catalog to open the catalog. Here, you will be building the catalog based on your requirements.

    NOTE: Click Catalog > All Catalogs to view and open the catalog you created.

The following sections provide details about the various features available in a catalog:

6.1.1 Viewing a Catalog

By default, a grid view of the catalog is displayed after you create a catalog. You can also change the view to a list view where a list of all existing catalogs will be displayed.

On the Catalogs page, you can also change the view by clicking Switch to List view icon on the upper-right corner. The same information is now displayed as a list.

To go back to the grid view, click the Switch to Grid view icon before the Switch to List view icon.

Also, the catalogs are displayed in ascending order, by default. You can sort the order of display based on your preference. Click Catalog Name and the list of options is displayed as shown below.

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The following table details the various options available.

Click

To

Catalog Name

Arrange the catalogs in ascending order alphabetically

Catalog Name

Arrange the catalogs in descending order alphabetically

Catalog Description

Arrange the catalogs based on the catalog description in ascending order alphabetically

Catalog Description

Arrange the catalogs based on the catalog description in descending order alphabetically

Once a catalog is created, the following information is displayed for the catalog created.

The name of the catalog and its description is displayed for each catalog. The base locale selected will be displayed and on hovering over the icon, the base locale language is prompted. A summary of the number of nodes, SKUs, attributes and assets present in the catalog is displayed here. Hover the mouse on:

  • Nodes – to view the number of root, branch and leaf nodes

  • SKUs – to view the number of SKUs in the catalog

  • Attributes – to view the number of global, string, numeric and datetime attributes

  • Assets – to view the number of assets associated to a taxonomy, SKU and attribute

Currently, all the values are 0 as it is a newly created catalog. Once the nodes, attributes and SKUs will be created, these values will be updated accordingly.

A direct link to View Onboarding Method using DataBridge (), View My Products (), Product Dashboard (), export a catalog (), synchronize the catalog data with DataBridge () and manage attribute value locks () is provided here. A detailed description about each of these features is provided in the document.

A new catalog will be created in the primary hierarchy, by default. Refer section Using a Hierarchy for more details on hierarchy. You can add new hierarchy and a drop-down list of all available hierarchies is displayed as shown below.

Based on the hierarchy selected, when you click Configure, the catalog created in the selected hierarchy will open.

6.1.2 Searching a Catalog

You can search for a catalog from the Catalogs page.

To search a catalog:

  1. Click the menu  icon on the upper-left corner and then click Catalog > All Catalogs.

  2. Enter the name of the catalog to be opened in the Search box and the catalog is displayed as shown below.

NOTE: All the catalogs containing the word (in the catalog name / description) searched will be displayed.

6.1.3 Catalog Overview

After a catalog is launched, the following screen appears.

By default, the first and middle panels are displayed. The catalog page is divided into three panels consisting of:

  • First panel – Here, you build the taxonomy tree structure and add the taxonomy metadata.

  • Middle panel – Here, you work with SKUs, define PFs and schemas.

  • Last panel – Here, you define the product attributes, attribute groups and meta attributes.

To view the last panel, on the catalog action bar, click the Show/Hide Panels icon as explained here.

This is the main screen of a catalog where you will build the catalog and manage the products in each of these catalogs.

Adjusting the Panel Width

You can adjust the width of the panel to fit the information in each of the panels, as needed.

Hover the mouse between two panels and when the pointer becomes a , drag the pointer to move to the left or right side based on which panel you need to resize.

6.1.4 Catalog Actions Bar

Once the catalog is launched, apart from the three panels, a catalog actions bar is also displayed in the middle of the catalog workspace as shown in the following figure.

Figure 15: Catalog actions bar

The following icons are displayed on the action bar:

  • Quick Actions ( )

Using this option, you can perform a series of actions on the catalog and SKU data. Click the Quick Actions icon and the following options are displayed.

A quick link to the following options are displayed

  • View Style Guide ( ) – You can view the style guide rules created for the entities of the catalog as well as manage (add, edit and delete) the rules here. A detailed description about its features is provided in  section 0 Managing Style Guide Definitions.

  • Perform Style Guide Check ( ) – You can perform a check on entities of the catalog using the rules defined. A detailed description about its features is provided in section 0 Performing Checks on Catalog Entities.

  • Export Catalog ( ) – You can export the data present in the catalog here. Refer chapter 21 Export Catalog for more details on how to export the data.

  • Quality Metrics ( ) – You can view reports for a selected catalog as well as choose the entities to be viewed. Refer to Reports for Quality Metrics for more details on how to view and work on reports.

  • Manage Attribute Value Locks ( ) – You can lock the SKU attribute values which stops that SKU attribute value from getting updated by any change process like import, synchronization or portal based SKU-Edit. Refer section 8.7 Locking Attribute Values for SKUs for more details on how to lock, unlock and update SKU attribute values that are locked.

  • Formula Master ( ) – You can define and configure formulas to automatically generate the SKU title and derived attributes. Refer to Formula Master for more details on how to create formulas and the various actions that can be performed on them.

  • Relationship Master ( ) – You can relate SKUs with each other using the relationship verbiages as explained in section 8.8 Managing SKU Relationship.

  • UoM Master ( ) – You can add new UoMs that do not exist in the UoM repository as explained in Managing UoMs section.

  • Validation Failures – You can analyze the Validation Failures that might exist in your catalog as explained in the section Validation Failure Management.

  • Show/Hide Panels ( )- You can hide the panel if you do not need to view a panel. For example, you are working with SKUs and you need to hide the taxonomy panel which is the first panel.

Click the Show/Hide Panels icon in the Catalog action bar and the following options are displayed.

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Currently, 2 panels are visible. For example, you need to hide the taxonomy view. Clear First Panel (Taxonomy) and this panel will be hidden. To view it again, select the same option and the panel will be displayed. To view the last panel, select Last Panel (Attribute| Attribute Groups) and the panel will be displayed in the workspace. Thus, you can view all or hide any panels as needed.

However, there is another way to hide a panel. Hover the mouse between two panels and when the pointer becomes a , drag the pointer to the end of the panel to hide it. For example, if you need to hide the middle panel, drag the first or last panel till the end of the middle panel as shown below.

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  • Hierarchy View ( )

You can perform all functions related to a hierarchy here. The current hierarchy of the catalog is displayed here. A detailed description about its features is provided in section 8.14 Using a Hierarchy.  

  • Search a SKU in the catalog ( )

You can search for SKUs present in the catalog here. Refer to Searching and Locating a SKU in a Catalog for more details.

  • Refresh Catalog ( )

Click the Refresh Catalog icon to reflect any changes made in the entire catalog.

  • View Help Section ( )

You can view details of the various icons / indicators used across the catalog. Click the View Help Section icon and the following is displayed.

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The description of the various icons used in the various panels across the catalog is displayed here.

  • Locale: This option is visible when there is multi-language support enabled for the catalog. You can select alternative language in which you would want to view the data. When you choose a taxonomy containing SKUs and select an alternative language from the locale drop-down, the SKU information, including taxonomy nodes and all other details on the catalog page, will be translated into the selected alternative language. For instance, if we select Spanish as our alternative language, refer to the screenshot below to see the SKU values and taxonomy nodes translated into Spanish.

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Now when you click on the SKU Details icon, you can view all the SKU values translated in selected language as seen in the below screenshot.

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Likewise, when you create an attribute and opt for the Default Autoset Choice to Translate, upon choosing the alternative language on the catalog page, the attribute and its corresponding value are also translated, as shown in the screenshot below.

For detailed information on how to set it, refer to Add Multi Language section.  

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  • Context: This drop-down shows the list of contexts enabled for the selected catalog. Context can store multiple values for the same attribute of a given SKU. This is particularly important for attributes related to product descriptions and marketing. For detailed information refer to Add Context section.