Create sales taxonomies

Using an example, this chapter explains how to create a sales taxonomy as well as how to copy categories and their products from a primary taxonomy to a sales taxonomy.

INFO
Click here for detailed information about how to create taxonomies. And for detailed information about how to copy categories, click here.

Create a sales taxonomy

In this step, a sales taxonomy is created. Taxonomies consist of a publication and its subordinate version. In order to create a new taxonomy, proceed as follows:

  1. Go to the “Taxonomies” area of the “Categories” section  in iPIM CC.
  1. From the menu in the uppermost card, select the option “Sales channels [SALE]”.
  1. Click on the CREATE PUBLICATION button in the footer of the lower card to call up the corresponding dialog box.
  1. Enter an identifier for the publication in the “Publication identifier” field.
  2. Click on the More button in the “Name” field to proceed to the slider with the input fields for entering the multi-lingual publication names.
  1. Enter the multi-lingual publication names in the corresponding input fields.
  2. Click on the  BACK button to get back to the previous slider.
  1. Possibly select a language from the “Language” menu.
  2. Possibly select a currency from the “Currency” menu.
  3. Possibly select a client from the “Client” menu.
  4. Select the option “iSHOP export” from the “Export channel” menu.
  5. Click on the NEXT button to proceed to the next slider.
  1. Possibly change the identifier of the version or the multilingual names of the version if they are to deviate from the identifier and the names of the publication.
  2. Click on the SAVE button to finalise the creation of the taxonomy. If the process was successful, a corresponding message will appear.
    The taxonomy is now created. After the next master data synchronisation the taxonomy is visible in the iPIM Portal.

Copy categories and products

In this step, a primary taxonomy category, it’s subordinate categories and the products contained in these categories are copied and pasted into the sales taxonomy:

  1. Call up the iPIM Portal and go to the “Taxonomies” app.
  1. In the “Taxonomy search” card, choose the superordinate category.
    Possibly use the text search to filter the category list by a search term.
  2. Move the mouse cursor over the category. A menu bar with multiple action buttons then appears.
  3. Click on the Copy button to call up the corresponding dialog box.
  1. From the upper menu, select the sales taxonomy as the target taxonomy.
  2. Click on the root node of the taxonomy.
  3. Move the “Copy products” toggle switch to the On position so that also the products of the copied categories are copied.
  4. Move the “Include subcategories” toggle switch to the On position so that also the subordinate categories of the copied category are copied.
  5. Click on the COPY button to trigger the copying of the categories and products. If the process was started successfully, a corresponding message appears.

Once the copying procedure is completed and a master data synchronization is done, the copied categories and products are shown in the sales taxonomy.

Note
The copied categories will not be visible before a master data synchronisation was carried out. This can be done in the “Administration” section.
INFO
In the iSHOP storefront, the category IDs are a part of the URLs of shop pages, which results in consistent SEO-friendly URLs.