Manage Category Template

On the Manage Category Template you can see the following fields:

Create New Category Template

Steps to create a new category template:

1. Click on +Create New Category Template from the Manage Category Templates screen.

   You’ll land on the New Category Template screen.

2. Enter the Template Name.

3. Select the node(s) from the distributing staging catalog. The nodes displayed are those accessible to the supplier. For more information, refer to Manage Node Access section.

4. As per the selected node the list of suppliers gets displayed on the right where you can set up the following configurations:

   1. Access to Template? -> You can enable the supplier who should have access to this template and to do so under Access to Template tab, enable the toggle to Yes for the specific supplier by default the toggle is set to No for all suppliers.

   2. Auto Accept SKUs -> You can choose to automatically accept SKUs after review for that enable the Auto Accept SKUs toggle by setting it to Yes.

      If you prefer to manually approve each SKU, leave the toggle set to No.

   3. Auto Onboard SKUs -> You can also automatically onboard SKUs after approval, enable the Auto Onboard SKUs toggle by setting it to Yes.

      If you prefer to manually onboard each SKU, leave the toggle set to No.

OR

To grant template access to all suppliers at once, enable the Access to Template toggle at the top, as shown in the screenshot below.

Note: If the template toggle is grayed out for certain suppliers, it indicates that the supplier cannot be selected because they are currently associated with another template within the same category.

5. Click Next.

   You’ll land on Field Selection section.

6. Select the field(s) and click the arrow in the middle which will move the selected fields to the template as shown in the screenshot below.

7. Now if you would like to add a new field that is not available then click on +Add Custom Field.

8. Enter the custom field name in the pop-up and click Done.

Now as you can see the field is added in the list of fields to be included in template as demonstrated in the screenshot below:

To remove a field in the template, select the field and click on the enabled left arrow to move it back.

9. After adding the required fields, click the  icon next to the Field Name.

   A pop-up will appear, allowing you to select one or more fields as a unique identifier. Once selected, click Done.

10. Click Next.

    You’ll land on Field Formatting section.

11. Here you can view the list of all selected fields, and you can set in some more context to these fields. Let’s look into each column in detail:

    • Actions -> Under this column you have   (Delete) icon used for removing a field entry from the template.

    • Column Positions-> You can drag and drop the position of the columns of how it should appear in the template excel file.

    • Field Name -> Displays the name of the field.

    • Field Description Hint Text -> You can click on the edit icon to enter text for a field which could help guide the supplier with some additional information during their on-screen data entry. The hint entered here might help them enter more accurate data input and reduce errors.

    • Column Header -> You can modify the header name.

    • Mandatory -> Enable the toggle to Yes for the field which should be mandatory in the template. Please note the field(s) selected as unique identifiers are default mandatory field(s).

    • Disallow Multivalues -> If you want to restrict any field to have multiple values you can enable the toggle to Yes. By default, unique identifies the toggle is greyed out.

    • Acceptable Data Type -> Select this option if you want to set the data type for a specific field.

    • Enforce LOVs -> Select this option to restrict the List of Values defined. For example, if we have entered 2 LoVs (Synthetic and Plastic for Strap Material), a user can only use these 2 values. If the supplier enters any other value apart from these a validation error will be shown.

    • Min-Max Value -> You can choose to set the minimum and maximum value for the field. This field is enabled for editing only when datatype for a field is set as RichText.

    • Min-Max Character Length -> You can choose to set the minimum and maximum character length of the value for the field.

12. Click Next.

    Here your landing page depends on whether you initially selected a root node or a leaf node in the template details page:

    1. If you selected a leaf node, you will be directed to the Field Transformation section.

    2. If you selected a root node or a child node, you would land on the Node Mapping section.

    13. If you land on Node Mapping section, to create the node mapping click on the All Products link as highlighted in the below image:

Then you’ll see the following text to select the leaf node from right side.

14. Select the leaf node from the right side, you’ll see the following pop-up on the left side.

15. To create rule for the selected target node, select the rule from the drop-down as shown below:

16. If you have selected Limit by template field rule, click on +Add Condition.

17. Now to create the condition, select the Template Field, Operator from the drop-down list and then enter the Value for mapping the condition.

18. If you want to add more conditions, click +Add Condition. If no additional conditions are needed, click Save Mapping.

Then the node mapping is saved successfully, and the following pop-up gets displayed:

19. Now you can see all the node mapping conditions ranked as illustrated in the image below:

You can also rearrange the ranking of these conditions by dragging them into your preferred order.

Working of the node mapping condition:

Once the template is published and the data is loaded (e.g., with 100 SKUs), the system will process them based on the ranking of the defined conditions:

#1 (Rank1) The system first evaluates the 1st condition. If 20 SKUs match, they will be assigned to the mapped target node. So here as the per example showed in the image the SKUs which match the condition will reside in Pad Holders node.

#2 (Rank2) The remaining 80 SKUs are then checked against the 2nd condition. Any SKUs that match will be mapped accordingly. So as per the example illustrated below, if any SKU matches the condition they will be mapped to Paint Brushes node.

#3 (Rank3) If there are still SKUs left that do not meet any of the previous conditions, they will be processed under the 3rd condition, where the rule is created for ALL SKUs, then all the remaining SKUs are assigned to the mapped node.

As per the example in the image, all the remianing SKUs will reside under Artist Brushes node.

And if the SKU doesn’t fall under any of the conditions then the SKU will get stuck restricting the SKU to move from Approval in Progress stage.

20. Click Next and you’ll land on the Field Transformation section as shown below:

This is the section where you define how product attribute values from a supplier’s data should be mapped and transformed before they are stored in the target catalog. It provides flexibility to align supplier provided attributes with the distributor’s required format.

21. In the Field Transformation section, you can view supplier attributes such as SKU Characteristics, Attributes and Digital Assets for the template.

    For each supplier attribute, you can map it to the corresponding catalog attribute. This ensures that incoming supplier data gets stored in the right place in your catalog.

22. Select the attribute and open the Transformation Rules dropdown.

23. Choose and apply a rule, such as Copy attribute from source → target or Lookup Value. For more details on these rules, refer to the Commonly Used Rules section.

    

24. Click Save & Publish and a pop-up will appear as shown below allowing you to either publish the template immediately or schedule a specific date for publication and click Done.

If you select Publish Template now option, then you’ll see a template published successfully pop up:

But if you select Publish Template at late date option, a field will appear for you to enter the date and time, as displayed in the screenshot below:

25. Now if you want to save the template as a draft now and publish later click Save as Draft and when you’re ready select the template and click on the Publish Template icon on the Manage Category Template screen.

After publishing the template, you will be directed to the Manage Category Templates screen, where the template is listed as shown below.