Create items in catalogs manually

Using an example, this chapter explains how to create items manually in an iPIM Supply catalog.””

Note
  • Creating items manually only works for catalogs for which the import mode ”Enter items manually” was set.
  • Creating items manually requires a layout profile that includes the relevant attributes. This example uses a simple layout profile that receives its attributes from a related mapping profile.

1. Create a mapping profile

In this step, the mapping profile is created. This mapping profile groups the relevant attributes respectively attribute mappings:

INFO
Click here to find a list of the rights that are required to create mapping profiles.
  1. Go to the “Administration” section. To do do, click on the appropriate tab.
  2. Scroll down to the “Mapping profile” segment.
  1. Click on the Add button to call up the appropriate configuration overview.
  1. Enter a name for the mapping profile in the “Name” field .
  2. Scroll down to the bottom of the page.
  3. Click on the Create button  to generate the mapping profile.
  4. Scroll back to the top of the page.
Note: The button does not turn active before the mapping profile was initially generated.
  1. Click on the button to call up the corresponding dialog box. Here you can select the first iPIM Supply attribute respectively create the first attribute mapping.
Note
In this dialog box, an attribute mapping is specified. The attribute mapping consists of an iPIM Supply attribute and the appropriate supplier attribute. In this context, the supplier attribute is less relevant, though you need to enter a supplier attribute name.
  1. Select an iPIM Supply attribute from the “iPIM Supply attributes” menu . Possibly use the text search to filter the list of available attributes by a search term.
  2. Enter the name of the appropriate supplier attribute in the “Attribute” field .
  3. Click on the Save button to finalise the creation of the attribute mapping. The dialog box closes and the newly created attribute mapping is shown in the table.
  4. Create all the required attribute mappings as described above.
  1. Scroll back to the bottom of the page.
  2. Click on the Save button to save your attribute selection.
  3. Click on the Back button to get back to the admininistration overview.

2. Create a layout profile

In this step, the layout profile for the catalog is created:

INFO
Click here to find a list of the rights that are required to create layout profiles.
  1. Scroll to the “Layout profile” segment.
  1. Click on the Add button to call up the appropriate configuration overview.
  1. Enter a name for the layout profile in the “Name” field .
  2. Click on the Create to generate the layout profile.

Note: The button does not turn active before the layout profile was initially generated.
  1. Select a mapping profile from the menu .
  2. Click on the Save button to finalise the selecting of the mapping profile. The dialog boxes closes and the selected mapping profile is shown in the table.
  1. Click on the Back button to get back to the admininistration overview.

3. Create a catalog

In this step, a “Supplier” type catalog is created.

INFO
Click here to find information about the rights that are required to create a catalog.
  1. Go to the “Catalogs” tab. To do so, click on the appropriate tab.
  2. Click on the Create catalog button to call up the corresponding dialog box.
  1. From the “Catalog type” menu , select the option “Supplier catalog”.
  2. Enter a catalog name in the “Catalog name” field .
  3. From the “Supplier” menu , choose a supplier.
  4. From the “Language” menu , choose a data language. This setting determines on which locale level the item data is stored by default.
  5. From the “Context” menu , choose a context. This setting determines on which context level the item data is stored by default.
  6. From the “User” menu , select a user.
  7. From the “Import mode” menu , select the option “Enter articles manually”.

Note: The “Layout profile” menu is not shown unless you choose the manual item creation as the import mode.
  1. From the “Layout profile” menu , select a layout profile. In this example, this is the newly created layout profile “LP-1105”.
  2. Click on the Erstellen button  to finalise the catalog creation. The dialog box closes and a success message is shown.

4. Configure the catalog

In this step, the catalog is configured:

INFO
Click here to find a list of the rights that are required to use the import configuration for catalogs.
  1. Call up the catalog. You are directed to the catalog process overview.
  1. Click on “Import”. You are directed to the import configuration.
  1. From the “Format” menu , select the option “Manual entry”.
  2. In the “Unique article ID column” field , enter the identifier of the iPIM Supply attribute* that stores the supplier item number.
  3. In the “Supplier item name” field , enter the identifier of the iPIM Supply attribute* that stores the item name.
  4. Click on the Save button to save your input.A success message is shown.
  5. Go back to the catalog process overview. To do so, click on the “Catalog process” tab.
Note
*At this point, you need to enter identifiers of iPIM Supply attributes for which attribute mappings exist.
  1. Click on “Transformation” to call up the transformation configuration. Here, the table in the “Transformation rules” section shows the attribute mappings that originate from the mapping profile that is related to the catalog’s layout profile.
  1. Click on the Save button to confirm the attribute mappings.A success message appears.
  1. Configure the first attribute mapping. Here, this is shown using the example of the localized iPIM Supply attribute “Produktname (ShortDescription)”:
    In the table row of the attribute mapping, click on the Edit button to call up the mapping configuration.
  1. From the “Attribute” menu , select the iPIM Supply attribute the mapping is based on.
  2. From the “Language” menu , possibly select a locale. By default, the catalog language is preselected.
  3. Click on the Add button . A new set of input fields is shown.
  1. From the “Attribute” menu , select the iPIM Supply attribute the mapping is based on once again.
  2. From the “Language” menu , select a locale.
  3. Click on the Save button  to save your input.A success message is shown.
  4. Click on Back button  to get back to the transformation configuration.
  5. Configure the remaining attribute mappings.As soon as an attribute mapping is configured, the status traffic light turns green.
  1. Go back to the catalog process overview. To do so, click on the “Catalog process” tab.

5. Create items

In this step, the items are created.

INFO
Click here to find a list of the required rights.
  1. In the “Import” card, click on the Execute button to call up the dialog box where items can be created.
  1. Possibly filter which attributes are shown in the dialog box:
    • In order to filter the selection of attributes by a search term, enter the search term in the “Filter by item name” field .
    • In order to limit the selection of attributes to mandatory attributes, tick the “Show mandatory attributes only” checkbox .
  2. Possibly take over the attribute values from a particular catalog item, enter the iPIM Supply item number of the item in the “Enter item unique id” field and click on the Apply data button .
  1. Fill the various input fields with item data resp. select suitable options from the menus of list of values attributes .
    Apart from the locale of the catalog language, you can maintain further locales for localized attributes. To do so, click on the Add button.  A new set of input fields is shown.
  • In order to create the new item and to create further items directly afterwards, click on the Save and new button . A success message is shown and the item is created. The dialog box remains open with the input fields being emptied.
    In order to possibly take over item data from a particular product structure level of the current item, select the appropriate product structure level from the “Keep attribute values” menu before clicking on the Save and new button .
  • In order to create a new item, click on the Save button. The dialog box closes, a success message is shown and the new item is created.
  • In order to cancel the process, click on the Cancel button .

After creating the items, you can carry out a transformation. Following this, you can proceed to the catalog process steps “Approval” and “Synchronisation” to generate the corresponding items in iPIM. Once the synchronisation was completed successfully, you can find the new products in the iPIM Portal.