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 keebos 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 pre-computed which are cash 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 Static Category. In this video, I’m going to demonstrate how to create a New Static 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 Dynamic Categories in a separate video, so we’ll click “Static 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 Dynamic Categories in a separate video, so we’ll click “Static 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 Static 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 Static 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”, and then add a “Parent Category”. If we don’t add a “Parent Category”, this will be created as a “Top-Level” Category. We’ll set the Category “Status” to “Active”, and then add a “Parent Category”. If we don’t add a “Parent Category”, this will be created as a “Top-Level” Category. We can scroll down and configure any other Category settings, such as SEO information, Category Attributes, and Merchandizing Rules, which can also be configured via KIBO’s Search and Merchandizing service. When we have everything configured the way we need it, we’ll scroll back up to the top and hit “Save” We can scroll down and configure any other Category settings, such as SEO information, Category Attributes, and Merchandizing Rules, which can also be configured via KIBO’s Search and Merchandizing service. When we have everything configured the way we need it, we’ll scroll back up to the top and hit “Save” Next step is to add Products to our “New Static Category”. For static categories, there are a few ways this can be accomplished. We’ll explore how this is done, but first, we’ll need to navigate to the Product Catalog. Next step is to add Products to our “New Static Category”. For static categories, there are a few ways this can be accomplished. We’ll explore how this is done, but first, we’ll need to navigate to the Product Catalog. Back in the left menu, on the “MAIN” tab, we’ll click “Catalog”, then click “Products”. Back in the left menu, on the “MAIN” tab, we’ll click “Catalog”, then click “Products”. On the “Products” menu, we’ll click into the “Search” bar at the top to search for products. When the UI returns the Product list, we’ll click on “New Product - Standard”. On the “Products” menu, we’ll click into the “Search” bar at the top to search for products. When the UI returns the Product list, we’ll click on “New Product - Standard”. Again, Categories are configured on child catalogs. so we’ll click on the “Mystic Sports” catalog and scroll down to the “Categories” section. This is where we assign categories. We can click the drop down or type to search for our “New Static Category”. Again, Categories are configured on child catalogs. so we’ll click on the “Mystic Sports” catalog and scroll down to the “Categories” section. This is where we assign categories. We can click the drop down or type to search for our “New Static Category”. Alternatively, we can click the “Add” button on the far right, which will bring up a modal window where we can also select our “New Static Category”. Similar to the “Tree View”, we can click on the dropdown arrows to access sub-categories. When we’ve selected the applicable Categories, we’ll click “Apply”. Alternatively, we can click the “Add” button on the far right, which will bring up a modal window where we can also select our “New Static Category”. Similar to the “Tree View”, we can click on the dropdown arrows to access sub-categories. When we’ve selected the applicable Categories, we’ll click “Apply”. We can add this product to as many Categories as needed. Depending on the selected Categories, we can assign a “Primary Category”. We can add this product to as many Categories as needed. Depending on the selected Categories, we can assign a “Primary Category”. When we’ve added all of the “Categories” we need for this product, we’ll hit “Save” on the top right. When we’ve added all of the “Categories” we need for this product, we’ll hit “Save” on the top right. There is away to quickly add Categories to multiple products at the same time. Back on the Products menu screen, we’ll click the “Quick Edit” button on the top right. There is a quickly add category to multiple products. At the same time, back on the products, menu screen will click the quick edit button on the top, right? This opens up a dropdown of the Quick Edit functions that can be performed. We’ll cover all of these in a separate video. This opens up a dropdown of the Quick Edit functions that can be performed. We’ll cover all of these in a separate video. For this example, we’ll click “Assign Categories”. For this example, we’ll click “Assign Categories”. This opens the Quick Edit - Assign Categories window. We’ll walk through and explain each section. This opens the Quick Edit - Assign Categories window. We’ll walk through and explain each section. The first thing we want to do is select the Child Catalog we’re assigning categories for. We’ll click the dropdown, and choose “Mystic Sports” from the list. The first thing we want to do is select the Child Catalog we’re assigning categories for. We’ll click the dropdown, and choose “Mystic Sports” from the list. The system will then pull in all of the products from that catalog. We can scroll through that list and identify the product or products we want to update, or use the search function to find the products we need. The system will then pull in all of the products from that catalog. We can scroll through that list and identify the product or products we want to update, or use the search function to find the products we need. We select the products we want to Assign Categories to by clicking the checkbox next to them. Once we’ve selected one or more, we’ll scroll down and click the “Quick Edit” button. We select the products we want to Assign Categories to by clicking the checkbox next to them. Once we’ve selected one or more, we’ll scroll down and click the “Quick Edit” button. The button then changes from “Quick Edit” to “Edit Selection”, indicating that we can go back and edit the products we’ve chosen at anytime. The button then changes from “Quick Edit” to “Edit Selection”, indicating that we can go back and edit the products we’ve chosen at anytime. The next thing we want to do is decide the action we want to take with the categories - we could “Replace” the current categories, “Add” a new category, or “Remove” a category on the selected products. The next thing we want to do is decide the action we want to take with the categories - we could “Replace” the current categories, “Add” a new category, or “Remove” a category on the selected products. In this example, we’ll “Add” the “New Static Category” to the selected products. In this example, we’ll “Add” the “New Static Category” to the selected products. Next, we need to choose the category or categories we’re going to add. To do that, we’ll click the “Select” button in the Categories section to the right. Next, we need to choose the category or categories we’re going to add. To do that, we’ll click the “Select” button in the Categories section to the right. This brings up a modal window where we can scroll through and make our selections. Again, similar to the “Tree View”, we can click on the dropdown arrows to access sub-categories. When we’ve selected the applicable Categories, we’ll click “Apply”. This brings up a modal window where we can scroll through and make our selections. Again, similar to the “Tree View”, we can click on the dropdown arrows to access sub-categories. When we’ve selected the applicable Categories, we’ll click “Apply”. When we’ve selected the category or categories we are adding, they will appear in this entry box. Click the “X” to the right to remove them. When we’ve selected the category or categories we are adding, they will appear in this entry box. Click the “X” to the right to remove them. The last thing we need to select here is whether we want to set a selected category as the New Primary Category, which is chosen in the “Select” dropdown, whether we want the products to Retain their Existing Primary Category, or if we want to Clear out any Existing Primary Categories. For this example, we’ll choose “Retain”. The last thing we need to select here is whether we want to set a selected category as the New Primary Category, which is chosen in the “Select” dropdown, whether we want the products to Retain their Existing Primary Category, or if we want to Clear out any Existing Primary Categories. For this example, we’ll choose “Retain”. When we have configured the products and categories the way we need, we’ll click the “Save” button on the top right. When we have configured the products and categories the way we need, we’ll click the “Save” button on the top right. A popup will appear asking us to confirm the choices, where we can click “Confirm” to proceed, or “Cancel” to return back to the “Assign Categories” window for further edits. We’ll click “Confirm”. A popup will appear asking us to confirm the choices, where we can click “Confirm” to proceed, or “Cancel” to return back to the “Assign Categories” window for further edits. We’ll click “Confirm”. Once we click “Confirm”, a Quick Edit in Progress window appears showing the products we’ve chosen and progress of the request. Once it has finished running, we can click “Return to Product List”. Once we click “Confirm”, a Quick Edit in Progress window appears showing the products we’ve chosen and progress of the request. Once it has finished running, we can click “Return to Product List”.
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