Create And Manage Dynamic Categories

In KIBO’s platform, categories serve to organize products for merchandizing, promotions, and rules for safety stock or returns. Products are placed into categories using two methods: static merchandizing, which involves manual placement, and advanced, dynamic rule-based merchandizing. Rule-based merchandizing allows business users to create rules that automatically sort products into categories based on their attributes. For instance, a rule can be set to automatically populate a “red color products” category by identifying products with the “red” attribute. Similarly, products can be automatically added to or removed from a “Sale” category based on a “sale” attribute from an ERP or PIM system. Dynamic categories can be either real-time, which are evaluated on the fly, or precomputed, which are cached for high performance. This system demonstrates how product attributes are tied to product types and how these different product types are used to streamline product management. In KIBO’s platform, categories serve to organize products for merchandizing, promotions, and rules for safety stock or returns. Products are placed into categories using two methods: static merchandizing, which involves manual placement, and advanced, dynamic rule-based merchandizing. Rule-based merchandizing allows business users to create rules that automatically sort products into categories based on their attributes. For instance, a rule can be set to automatically populate a “red color products” category by identifying products with the “red” attribute. Similarly, products can be automatically added to or removed from a “Sale” category based on a “sale” attribute from an ERP or PIM system. Dynamic categories can be either real-time, which are evaluated on the fly, or precomputed, which are cached for high performance. This system demonstrates how product attributes are tied to product types and how these different product types are used to streamline product management. In this video, I’m going to demonstrate how to create a New Dynamic Category. In this video, I’m going to demonstrate how to create a New Dynamic Category. To navigate to the “Categories” page using the left menu, on the “MAIN” tab, click on “Catalog”, and then click on “Categories”. To navigate to the “Categories” page using the left menu, on the “MAIN” tab, click on “Catalog”, and then click on “Categories”. This is the “Categories” menu. We did a full overview of this menu in a separate video, which we’ll link below. This is the “Categories” menu. We did a full overview of this menu in a separate video, which we’ll link below. To create a New Category, we’ll click the “Create New Category” button on the top right. This gives us the option to create either a “Static” or “Dynamic Category”. We’ll discuss the creation of Static Categories in a separate video, so we’ll click “Dynamic Category”. To create a New Category, we’ll click the “Create New Category” button on the top right. This gives us the option to create either a “Static” or “Dynamic Category”. We’ll discuss the creation of Static Categories in a separate video, so we’ll click “Dynamic Category”. This is the Create New Category Screen. We walked through each section of this screen in a separate video, which we’ll link below. This is the Create New Category Screen. We walked through each section of this screen in a separate video, which we’ll link below. We’ll start by giving our new Dynamic Category a “Name”. We’ll leave the “Category Code” section blank and let the system generate it for us, but we could put any value here that may be required. We’ll start by giving our new Dynamic Category a “Name”. We’ll leave the “Category Code” section blank and let the system generate it for us, but we could put any value here that may be required. We’ll set the Category “Status” to “Active”. We could add a “Parent Category” here if we needed this to be a sub-category, but we’ll leave it blank. As a reminder, Dynamic categories can only be child categories; they cannot be parents. Only Static Categories can be Parent Categories. We’ll set the Category “Status” to “Active”. We could add a “Parent Category” here if we needed this to be a sub-category, but we’ll leave it blank. As a reminder, Dynamic categories can only be child categories; they cannot be parents. Only Static Categories can be Parent Categories. Next, we’ll need to select the type of Dynamic Category we’re creating. There are two types of dynamic categories. Next, we’ll need to select the type of Dynamic Category we’re creating. There are two types of dynamic categories. The first is “Realtime”, where product membership is calculated in realtime and on demand when a shopper navigates to the category page. The first is “Realtime”, where product membership is calculated in realtime and on demand when a shopper navigates to the category page. The second is “Precomputed”, where product membership is calculated when products are indexed in the catalog. The second is “Precomputed”, where product membership is calculated when products are indexed in the catalog. In this example, we’ll Set the product membership type to pre-computed. In this example, we’ll Set the product membership type to pre-computed. The dynamic category expression controls the product membership of the dynamic category. The expression builder allows you to visually create groups and conditions that specify the details of your expression. A group specifies whether any or all of the conditions within it need to evaluate as “True” in order for products to be added to the dynamic category. A condition contains an expression field, an operator, and a value. For example, Product code is equal to “BLUE-SHIRT”. The dynamic category expression controls the product membership of the dynamic category. The Expression Builder allows you to visually create groups and conditions that specify the details of your expression. A group specifies, whether any or all of the conditions within it need to evaluate is true in order for products to be added to the dynamic category. A condition contains an expression field an operator and a value. For example, product code is equal to blue shirt Click on the “Ellipses” to access the “Edit”, “Add Condition”, and “Add Group” buttons. Click on the “Ellipses” to access the “Edit”, “Add Condition”, and “Add Group” buttons. Clicking “Add Group” will add an “Any” or “All of the following” condition field, where users will define the rules for product inclusion into the dynamic category. A new dynamic category will already have one of these fields by default. Clicking “Add Group” will add an “Any” or “All of the following” condition field, where users will define the rules for product inclusion into the dynamic category. A new dynamic category will already have one of these fields by default. “Edit” allows for toggling between “Any of the following” and “All of the following” dynamic conditions. “Edit” allows for toggling between “Any of the following” and “All of the following” dynamic conditions. “Any of the following” is an “OR” condition, where products can meet any one rule. For example, let’s say we have a condition that includes the categories “Shoes” and “Women’s”. If we specify “Any”, all products that belong to either the “Shoes” or the “Women’s” categories will be included in the dynamic category. Any of the following is an or condition where products can meet anyone rule? For example, let’s say we have a condition that includes the category shoes and women’s, if we specify any all products that belong to either the shoes or the women’s categories will be included in the dynamic category. “All of the following” is an “AND” condition, where products must meet all rules. Using the previous example of the categories “Shoes” and “Women’s”, If we specify “All”, only products that belong to BOTH the “Shoes” and “Women’s” categories will be included in the dynamic category. “All of the following” is an “AND” condition, where products must meet all rules. Using the previous example of the categories “Shoes” and “Women’s”, If we specify “All”, only products that belong to BOTH the “Shoes” and “Women’s” categories will be included in the dynamic category. To add a condition, we’ll click “Add Condition”. This will open the window where we will create the rules that define which products are added to this dynamic category. The first dropdown we’ll define is “Field”. To add a condition, we’ll click “Add Condition”. This will open the window where we will create the rules that define which products are added to this dynamic category. The first dropdown we’ll define is “Field”. The “Field” dropdown can include fields such as “Product Code”, “Attribute Property”, which is any first class or custom attribute, “Category Code”, “Days Available in Catalog”, “Fulfillment Type”, “Height”, “Weight”, “Length”, “List Price”, “Sale Price”, and more. The “Field” dropdown can include fields such as “Product Code”, “Attribute Property”, which is any first class or custom attribute, “Category Code”, “Days Available in Catalog”, “Fulfillment Type”, “Height”, “Weight”, “Length”, “List Price”, “Sale Price”, and more. Let’s create a New Condition based on the custom Product “Attribute Property” of “Color”. As mentioned earlier, “Attribute Property” will include all first class and custom Product Attributes created in this tenant. To access those attributes, we’ll select “Attribute Property” in the “Field” dropdown. Let’s create a New Condition based on the custom Product “Attribute Property” of “Color”. As mentioned earlier, “Attribute Property” will include all first class and custom Product Attributes created in this tenant. To access those attributes, we’ll select “Attribute Property” in the “Field” dropdown. This opens a new “Attribute” dropdown field. We can click the dropdown or type to search for the “Color” attribute. Once located, we’ll click on it to select it. This opens a new “Attribute” dropdown field. We can click the dropdown or type to search for the “Color” attribute. Once located, we’ll click on it to select it. Next, we’ll need to choose an “Operator”, which tells the system to include or exclude what we’ll set as the “Value” in the next step. For example, we could say “is equal to” and set the “Value” “Black”, and it would include all products that have “Black” as a “Color” Product Attribute. Alternatively, “does not equal” would exclude only black and return every other identified color in the attribute. “is one of the following” allows for multi-entry of colors, such as “black”, “white”, “yellow”, and “green” and will return those results. “contains the text” is looking for specific text values only. Note that the operator entry selections available may change depending on the “Field” entry. Next, we’ll need to choose an “Operator”, which tells the system to include or exclude what we’ll set as the “Value” in the next step. For example, we could say “is equal to” and set the “Value” “Black”, and it would include all products that have “Black” as a “Color” Product Attribute. Alternatively, “does not equal” would exclude only black and return every other identified color in the attribute. “is one of the following” allows for multi-entry of colors, such as “black”, “white”, “yellow”, and “green” and will return those results. “contains the text” is looking for specific text values only. Note that the operator entry selections available may change depending on the “Field” entry. Lastly, we’ll add our “Values” that we want the system to filter on for inclusion in our “New Dynamic Category”. Since we chose “is one of the following” as our “Operator”, we can select multiple values. Let’s select “Blue” and “Red”. If we add an entry my mistake, we can click the “Ellipses” next to that entry and click “Delete”. Lastly, we’ll add our “Values” that we want the system to filter on for inclusion in our “New Dynamic Category”. Since we chose “is one of the following” as our “Operator”, we can select multiple values. Let’s select “Blue” and “Red”. If we add an entry my mistake, we can click the “Ellipses” next to that entry and click “Delete”. When we have all of the “Colors” we want for this expression, we’ll click “Save”. When we have all of the “Colors” we want for this expression, we’ll click “Save”. Dynamic Categories also have an advanced expression editor which allows users to manually write either JSON equivalent text or plain text to create an expression. To access the advanced editor, click “Advanced”. Dynamic Categories also have an advanced expression editor which allows users to manually write either JSON equivalent text or plain text to create an expression. To access the advanced editor, click “Advanced”. This opens the “Advanced Expression Editor”. Here, users can select either the JSON view or the Text view to write an expression, instead of using the “Visual Editor” we just walked through. The “Validate” button on the bottom left will validate the code edits, and the “Save” button will save all edits. This opens the advanced expression editor. Here users can select either the Json view or the textview to write an expression. Instead of using the visual editor, we just walked through The validate button on the bottom left will validate the code edits and the save button will save all edits. Back on the “Create New Category” page, we can click the “Preview” button to preview the results the new Expression returns. Back on the “Create New Category” page, we can click the “Preview” button to preview the results the new Expression returns. In the “Preview Expression” window, our new Expression is listed in the left column, and the returned products defined by the expression are listed on the right. This allows us to ensure that we are getting all of the products back that we need before saving the “New Dynamic Category”. If not, we can adjust the expression as needed to get the desired Products. Note, we can change the Site on the top right to see what products this category would return for different Sites, and only products that appear on the storefront are returned in this list. If a product is hidden, it won’t appear on this list or in the Dynamic Category. Click “Done” or “Cancel” on the bottom right to exit this window. In the “Preview Expression” window, our new Expression is listed in the left column, and the returned products defined by the expression are listed on the right. This allows us to ensure that we are getting all of the products back that we need before saving the “New Dynamic Category”. If not, we can adjust the expression as needed to get the desired Products. Note, we can change the Site on the top right to see what products this category would return for different Sites, and only products that appear on the storefront are returned in this list. If a product is hidden, it won’t appear on this list or in the Dynamic Category. Click “Done” or “Cancel” on the bottom right to exit this window. Back on the “Create New Category” page, we’ll add a second Condition. To do that, we’ll follow the same path as the first Condition - click the “Ellipses” on the far right of the “Group” and then click “Add Condition”. Back on the create new category page. We’ll add a second condition. To do that. We’ll follow the same path as the first condition. Click the ellipses on the far, right of the group and then click add condition. We’ll create this second condition based on a products Sale Price. We’ll select “Sale Price” in the “Field” dropdown, then select the “Operator”. Notice that we have additional “Operator” selections compared to the “Attributes” field from earlier. We’ll create this second condition based on a products Sale Price. We’ll select “Sale Price” in the “Field” dropdown, then select the “Operator”. Notice that we have additional “Operator” selections compared to the “Attributes” field from earlier. We’ll say we want products that are “less than or equal to

100". This New Condition should return any products that are On Sale for exactly

100 or less. Click “Save” to save the Condition. We’ll say, we want products that are less than or equal to 100 dollars. This new condition should return. Any products that are on sale for exactly

100 or less click save to save the condition. Back on the "Create New Category" page, if we click the "Ellipses" next to any of the Conditions, we can "Edit" or "Delete" them. Clicking directly on the condition will also take us to the edit window. Back on the "Create New Category" page, if we click the "Ellipses" next to any of the Conditions, we can "Edit" or "Delete" them. Clicking directly on the condition will also take us to the edit window. Next, we'll click the "Preview" button again to preview the results the two Expressions return. Next, we'll click the "Preview" button again to preview the results the two Expressions return. Because the Expression was set with "Any of the following", it returns products that meet either one of the conditions - in this case, products that are Red, Blue, or have a sale price of exactly

100 or less. This returns 61 products that are available to the “Mystic Sports” site. Because the Expression was set with “Any of the following”, it returns products that meet either one of the conditions - in this case, products that are Red, Blue, or have a sale price of exactly

100 or less. This returns 61 products that are available to the "Mystic Sports" site. If we want the system to enforce that products match ALL of our conditions - in this case, products that are either Red or Blue as identified by the "Color" product attribute, and have a "Sale Price" of

100 or less, back on the “Create New Category” page, next to the Group condition of “Any of the following”, click the “Ellipses” and then click “Edit”. If we want the system to enforce that products match ALL of our conditions - in this case, products that are either Red or Blue as identified by the “Color” product attribute, and have a “Sale Price” of $100 or less, back on the “Create New Category” page, next to the Group condition of “Any of the following”, click the “Ellipses” and then click “Edit”. As mentioned earlier, this gives us the option to choose between “Any” or “All of the following”. We’ll select “All of the following”. As mentioned earlier, this gives us the option to choose between “Any” or “All of the following”. We’ll select “All of the following”. Again, click the “Preview” button. Again, click the “Preview” button. With the Expression set to “All of the following”, it returns products that meet BOTH conditions. Because “All” is a stricter condition, it will typically return far fewer products. In this case the products were reduced down from 61 to 2. With the Expression set to “All of the following”, it returns products that meet BOTH conditions. Because “All” is a stricter condition, it will typically return far fewer products. In this case the products were reduced down from 61 to 2. When all Conditions and Expressions have been configured as needed, click “Save”. When all Conditions and Expressions have been configured as needed, click “Save”.

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