Dashboard

In the “Dashboard” tab you will see some basic informations about the called-up product. Some of them are editable.

"Context": Menu for selecting a context level. Using contexts, you can store product data on several data planes so that an attribute can have different values which depend on the respective context. In order to select a context level, choose the corresponding context from the menu.

"Locale": Menu for selecting a locale which is a language level. Product data may vary depending on the locale. For example, this may comprise attribute values that vary between languages. In order to select a language level, choose the appropriate locale from the menu.

“Produkt status”: In the form of four status traffic lights, the “Product status” indicates the completeness of the product data mainteneance according to the respective workflow.

“Quality grade”: The “Quality grade” indicates the completeness of the product data maintenance regarding the maintained mandatory attributes and mandatory types.

“Digital asset(s)”: Shows the assigned digital assets in the form of an image carousel. 

First introduced in version 5.6.4: Using the property ipim.web.assets.carousel.limit it can be limited how many digital assets are loaded and shown in the image carousel.

“Product number”: Shows the product number of the called-up product.

“Product name”: Editable field showing the product name of the called-up product.

“Deleted [iPIM]”: Menu that is used to specify if the called-up product possesses the status “Active” (NO) or the status “Deleted” (YES).

“Valid from [iPIM]”: Datepicker menu that is used to specify a begin of validity for the called-up product.

“Valid to [iPIM]”: Datepicker menu that is used to specify an end of validity for the called-up product.

“iPIM Classification”: Shows the complete path of the primary taxonomy category the called-up product is assigned to. Using the “Edit” icon () button you can call up a dialog box where you can select a new category.

“Count”: This diagram shows the number of mandatory attributes, digital assets, texts and prices that are already maintained for the called-up product and its variants resp. items.

“Workflow”: Collapsible card that shows the workflow tasks still to be completed. The number in the blue chip shows the number of open tasks. Using the “Finish task” icon () button you can mark tasks as completed. Using the “Delete task” icon () button you can remove open tasks.

“Quality”: Collapsible card that shows a list of mandatory attributes and mandatory types such as texts or prices still to be maintained. The number in the blue chip shows the number of mandatory attributes and mandatory types still to be maintained.

“Sales channels”: Collapsible card that shows the sales taxonomies the called-up product is assigned to. The number in the blue chip shows the overall number of sales taxonomy categories the product is assigned to.

“Secondary classifications”: Collapsible card that shows the secondary taxonomies the called-up product is assigned to. The number in the blue chip shows the overall number of secondary taxonomy categories the product is assigned to.

“Comment”: Collapsible card that shows the comments that were left for called-up product. The card shows the comment that was left in the current locale. At this point, you can leave a comment.

“Content objects”: Collapsible card that shows the content objects the called-up is related to. The number in the blue chip shows the overall number of related content objects. From here, you can call up the individual content objects. (First introduced in version 5.5.0)

Action menu (): Icon that is used to show the action menu that contains various actions that can be applied to the product data shown in the table.

 : Customized button to which the various actions from the action menu can be allocated so that you do not have to call them up via the action menu whenever you want to use them. The respective actions can be allocated to the button via drag & drop. And they can be removed in the same way. Each allocation of actions only applies to the logged-in user.

RESET: Button that is used to reset unsaved changes.

SAVE: Button that is used to save changes.

Select data planes

Select a context

Contexts are data planes. Contexts can be used to maintain product data on various levels so that an attribute can have different attribute values depending on the respective context. The “Context” menu allows you to select a context:

• In order to select a context, select the respective option from the “Context” menu.

Select a locale

The “Locale” menu allows you to select which language plane of the product data you want to see and possibly edit. For example, if you choose the option “German” you can edit the german product name in the input field “Product name”. Keep in mind that the setting you make here only affects the language of the product data. It does not affect the language of the user interface.

• In order to select a data language, select the respective option from the “Locale” menu.

Product status and quality grade

The product status indicates the completeness of the maintained product data according to the respective workflow. The completeness is shown in the form of four status traffic lights. Each of the status traffic represents a wokflow task. When a workflow task is confirmed to be completed, the corresponding status traffic light switches to the color which was defined to indicate that the task is completed. Four status traffic lights possessing the corresponding color indicate that a product is maintained completely according to the definition of the workflow. Workflows, their tasks and the appropriate status traffic lights can be specified in iPIM Workflow.  

Product number

The “Product number” field shows the product number which was assigned to the product by the iPIM system. The product number is the definite identification number of the called-up product. It cannot be edited.

Product name

The “Product name” field shows the product name which was assigned to the product by the user. It can be edited:

1. In order to edit the product name, enter a new product name in the “Product name” field.
2. Click on the SAVE button.
   A success message is shown.

Edit the deletion state

The “Deleted [iPIM]” field can be used to maintain the information whether the product is currently available in the linked sales platforms or whether it was deactivated there:

• If the product is actively sold on the linked sales platforms, select the option YES and click on the SAVE button.
• If the product is deactived on the linked sales platforms, select the option NO and click on the SAVE button.

Since version 5.4.2: The respective status of a product is shown by a corresponding chip in the upper right corner of the search mask. If a product is archived, the appropriate chip is shown as this status is prioritised over the other states.

Edit the begin of validity

Via the “Valid from [iPIM]” field you can set the start of validity for the called-up product. To do so, proceed as follows:

1. Click in the corresponding field to call up the datepicker menu.
2. Select a date and a time of the day.
3. Click on the SAVE button to save your changes.

The option to select a time of the day was introduced in version 5.4.2.

Edit the end of validity

Via the “Valid to [iPIM]” field you can set the end of validity for the called-up product. To do so, proceed as follows:

1. Click in the corresponding field to call up the datepicker menu.
2. Select a date and a time of the day.
3. Click on the SAVE button to save your changes.
   A success message is shown.

The option to select a time of the day was introduced in version 5.4.2.

iPIM classification

The “iPIM classification” field shows the category of the primary taxonomy which the product is allocated to. The category allocation can be edited. To do so, proceed as follows:

1. Click in the “iPIM classification” field to call up the corresponding dialog box.
2. Select the new category from the category directory by clicking on it.
3. Click on the SAVE button to save your changes.

Using the free-text search you can filter the categories shown by a search term. This makes it easier to find the category you are looking for. To do so, enter a search term in the input field “Search”.

Count

The “Count” card shows the respective numbers of the current mandatory attributes, digital assets, texts, and prices.

Fold-out cards

The six fold-out cards show information such as unfinished tasks, product data quality, related secondary taxonomies, related sales taxonomies and comments:

• In order to expand a fold-out card, click on the respective fold-out card.
• In order to collapse a fold-out card, click on the fold-out card.

Workflow

• In order to mark a task as finished, click on the “Finish task” icon (). If the task is part of a defined workflow, the appropriate status traffic light changes it’s color accordingly.
• In order to remove an unifinished task, click on the “Delete task” icon ().

Since version 5.4.3: The right “ipim-core.api.actions.finish-task” is needed to use the button to finish a task. The right for the button to remove tasks is “ipim-portal.product-details.dashboard.workflow.delete”. Additionally, the respective workbox roles have to be assigned to a user.

By default, the quality grade is calculated on the basis of the percentage of correctly maintained category attributes. However, you can customize the quality grade calculation by specifying certain text and price types as mandatory or by specifiying particular errors. The absence or occurrence of them will cause the quality grade to be classified as insufficient.

The percentage thresholds for reaching particular quality grades can be set for each category via the corresponding taxonomy properties. Click here here for further information about this matter.

Sales channels

The “Sales channels” card shows a list of all the sales taxonomies the called-up product is assigned to.

Secondary classifications

The “Secondary classification” cards shows a list of all the secondary taxonomies the called-up product is assigned to.

Comment

In the “Comment” card you can leave a comment for a future reference:

1. Click on the “Comment” card to expand it.
2. Enter the comment in the text field.
3. Click on the SAVE button to save your input.

The comment you entered is written on the selected locale level of the attribute “Kommentar (Comment)”.

2. In order to call up a particular content object, click on the identifier of the content object. Following this, you will be directed to the “Content management” app where the content object is called up.

In order to relate a product to a content object, go to the “Content relation” app.

FAQ

What does the product status indicate?

The product status indicates, in the form of four status traffic lights, the completeness of the maintained product data according to the respective workflow. Each of the status traffic lights represents a workflow task, and its confirmed completion causes the status traffic light to switch to the corresponding colour. Four status traffic lights possessing the corresponding colour indicate that a product is maintained completely according to the definition of the workflow.

What does the quality grade indicate?

The quality grade indicates the completeness of the product data maintenance regarding the maintained mandatory attributes and mandatory types. It is measured by the percentage of mandatory data already maintained.

Why is there a quality grade in addition to the product status?

Both indicators measure the completeness of the product data, but by different standards: the product status indicates the completeness according to the respective workflow defined in iPIM Workflow, while the quality grade shows the completeness regarding the maintained mandatory attributes and mandatory types.

Why can’t the product number be edited, while the product name can?

The product number is the definite identification number of the called-up product and is assigned by the iPIM system, which is why it cannot be edited. The product name, on the other hand, is an editable field showing the product name assigned to the product by the user, and it can be edited.

Why does a status traffic light of the product status change its colour when I mark a workflow task as finished?

Each status traffic light represents a workflow task. If the finished task is part of a defined workflow, the appropriate status traffic light changes its colour accordingly, because the confirmed completion of a task causes the status traffic light to switch to the colour which was defined to indicate that the task is completed.

Which rights are needed to finish or remove workflow tasks?

Since version 5.4.3, the right “ipim-core.api.actions.finish-task” is needed to use the button to finish a task. The right for the button to remove tasks is “ipim-portal.product-details.dashboard.workflow.delete”. Additionally, the respective workbox roles have to be assigned to a user.

How is the quality grade of a product calculated?

By default, the quality grade is calculated on the basis of the percentage of correctly maintained category attributes. You can customize the quality grade calculation by specifying certain text and price types as mandatory or by specifying particular errors; the absence or occurrence of them will cause the quality grade to be classified as insufficient. In addition, the percentage thresholds for reaching particular quality grades can be set for each category via the corresponding taxonomy properties.

Why do I need to carry out a validation to update the quality grade?

The quality grade of a product is calculated via a validation, because in the process it is checked whether all the mandatory data is maintained for the product.

Can the number of digital assets shown in the image carousel be limited?

First introduced in version 5.6.4, the property ipim.web.assets.carousel.limit can be used to limit how many digital assets are loaded and shown in the image carousel.