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Video Summary
This video shows you how to perform the Bulk Assign Category in the Comestri PIM.
Video Transcript
About this Video
In this video, you’ll see how to perform the following Bulk Edit in Comestri: Bulk Assign Category.
Bulk Assign Category allows you to assign/remove one or multiple Categories to/from a filtered list of products.
(See link to Bulk Edits article at the end of the video for more details.)
Bulk Assign Category Checklist
Before you can perform the Bulk Edit, you’ll need to ensure that:
- Categories have been created in the Comestri PIM
- Products have those Categories assigned to them (if you are removing these Categories using Bulk Assign Category)
- A filtered list of products, to which the Bulk Edit will be applied, has been produced on the Manage Products page
- A Bulk Assign Category (which is a type of Bulk Edit) has been created
Next, you’ll be taken through a Bulk Assign Category example.
Bulk Assign Category – Example
Suppose you are a clothing retailer who wants to assign the Category ‘Womens > Shoes’ to products with:
- the Department Attribute – containing the value ‘Shoes’, and
- the Gender Attribute – containing the value ‘Womens’
By performing Bulk Assign Category, you can automatically add the Category to products, when created or edited, that meet these filter conditions.
Steps to Perform the Bulk Assign Category Example
First, you’ll see how to produce a filtered list of products that will be affected by the Bulk Edit.
Then, you’ll see how to create the Bulk Edit and perform the bulk assignment.
Lastly, you’ll see how the Category ‘Womens > Shoes’ has been assigned to the filtered products.
Welcome to Comestri. To begin, we will sign in to the Comestri application.
To start creating your product filter, click Products on the main menu. Then click Manage Products on the expanded menu.
The Manage Products page opens.
This product filter will search for products with the Department Attribute value of ‘Shoes’ and Gender Attribute value of ‘Womens’.
Click the Filter button.
Then, click the Refine By button to select the Search Term you want to use.
For the first Search Term, select ‘Department’ from the Refine By dropdown list.
Next, select ‘equals’ from the Operator dropdown list.
Then, select ‘Shoes’ from the Search Value dropdown list.
Then, click the Refine By button to select the Search Term you want to use.
For the second Search Term, select ‘Gender’ from the Refine By dropdown list.
Next, select ‘equals’ from the Operator dropdown list.
Then, select ‘Womens’ from the Search Value dropdown list.
The filter criteria will find products that have the information you have defined using the Search Term, Operator and Search Value.
The filter criteria will find products that have the information you have defined using the Search Term, Operator and Search Value.
Once you’ve finished defining your filter criteria, click the Apply button to produce a filtered list of products.
Once you’ve produced the filtered list, the Bulk Edits button will appear.
Click the Bulk Edits button and select ‘Bulk Assign Category’.
The Bulk Actions page opens.
Here, you’ll see the Assign category section where you’ll carry out a sequence of actions to create the Bulk Edit.
Firstly, you’ll add the Operation details.
Select the ‘Add category’ from the Effect dropdown list.
Next, you’ll select ‘Static’ from the Rule type dropdown list.
Then, from the Category set name dropdown list, you’ll select ‘Sample Apparel AU’.
In the Category paths field, enter ‘Womens > Shoes’. (N.B. To specify multiple Categories, separate each Category path with a ‘|’.)
To set this Category as a Primary Category, you can select the checkbox labelled ‘Set as primary category’.
Here, you’ll skip selecting the checkbox.
Once you’ve filled in these fields, click the Next button.
Next, you’ll decide When to execute?
You’ll set this Bulk Edit to Bulk Assign Category every time a product with these Attribute values is created or updated in the PIM.
To do this, select ‘Automatic’ from the Execution dropdown list. (You can click the ‘?’ symbol to display definitions.)
Once you’ve selected a value for this field, click the Next button.
Lastly, you’ll Review and Confirm all details.
In the Review and Confirm step, in the Save as box, the Bulk edit name and Filter name will have a system-generated value.
Enter ‘Assign Category to Womens Shoes’ as the Bulk edit name. N.B. This field must not be left blank.
Next, set the Bulk edit status to active.
Then, enter ‘Womens Shoes’ as the Filter name.
Once you’ve filled in these fields, click Confirm.
A slide-in message appears confirming the Bulk Edit operation has been saved.
You are then taken to the Bulk Edits page where your Bulk Edit, which you’ll use to perform Bulk Assign Category, will be listed.
Next, you’ll execute your Bulk Edit to perform Bulk Assign Category.
Click the ellipsis next to your Bulk Edit and select ‘Execute Bulk Edit’.
A dialog box opens asking you to confirm your selection. Click OK to continue.
A slide-in message appears confirming your Bulk Assign Category job has been triggered (i.e. executed).
Click Scheduled Jobs in the main menu to check your Bulk Assign Category job has executed successfully.
The Scheduled Jobs page opens. Your Bulk Assign Category job now appears at the top of the list.
The job Status is ‘Completed’ and the Result is ‘Success’. This means your Bulk Assign Category job executed without errors.
Next, to check your Bulk Assign Category performed as expected, return to the Manage Products page under Products.
Load the product filter associated with your Bulk Edit to produce the list of affected products.
To check that the Category has been assigned to the products, click the Product Code ‘charlotte-pumps’.
The Edit Product page opens showing the General tab for the product.
Click the Categories tab.
You’ll see that the Category ‘Womens > Shoes’ has now been assigned to the product.
This ends the example of performing Bulk Assign Category to automatically assign a selected Category to a filtered list of products.