Using product relations you can establish relations between products, variants and items. There are different types of relations. Possible product relations are the relation between a master article and accessories, the recommendation of suitable articles (e.g. when it comes to clothing), a link to another (e.g. newer) version of an article or upselling to promote a higher-quality alternative.
User interface
"Free-text search": Search field for entering a search term according to which the data in the "" table is filtered.
"Restore" (
): Icon that is used to reset the free-text search.
: Button that is used to show resp. hide the various menus for selecting a data level.
"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.
“Relations filter”: Menu for configuring the relations filter. Um mehr zu erfahren, hier klicken.
: Button zum Aufrufen des Dialogfensters, in dem sich die Attribute auswählen lassen, die als Spalten in der "Product relations"-Tabelle aufgeführt werden sollen.
: Buttons for switching between a list view and a graphical view.
"Product relations": Table that shows the product relations of the called-up product as well as its variante and items, whereby these need to be ticked in the "Product search" card, so that their data is shown in the table.
Action menu (
): Icon that is used to show the action menu that contains various actions that can be applied to the table entries 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.
Button to save the changes you’ve made.
: Button to open the dialog box where product relations can be set up. Um mehr zu erfahren, hier klicken.
: Button to delete product relations. Um mehr zu erfahren, hier klicken.
Use the relation filter
First introduced in version 5.4.0: For each product relation the table shows an entry for the relation source and an entry for the relation target. Using the relation filter you can, for example, narrow down the list of shown entries to sources or targets. To do so, proceed as follows:
- Select the desired option from the menu “Relation filter”.
The selection of entries changes accordingly.
You can choose between the filters:
-
- Source only: Only source products etc. are shown.
- Target only: Only target products etc. are shown.
- Source and target: Source and target products etc. are shown.
- Source and target (cross selling): Source and target products etc. of cross selling relations are shown.
- Source and target (sets): Source and target products etc. of set relations are shown.
Create product relations
Call up the relation target via the search function
For example, you can create a relation between the called-up product and another product, whereby the target product is called up via the search function in the dialog box. To do so, proceed as follows:
- In the product search mask, tick the product.
- Click on the button in the footer of the “Product relations” table to call up the corresponding dialog box.
- In the "Source items" menu , tick the product in order to specify it as the source product.
- From the "Relation type" menu , select a relation type. Here you can specify the relation the source product has to the target product.
- Optional: In the "Order" field , enter an integer value. This values specifies the position the product relation takes in a sequence of multiple product relations.
- Optional: Select a counter relation from the "Counter relation" menu *. Here you specify the relation the target product has to the source product. This allows you to relate articles in both directions.
- From the "Increment order" menu , select the respective option to specify whether the order values of product relations are counted upwards automatically.
- In the right-side card, enter the product number of the intended target product in the "Product number" field .
- Click on the button to trigger the search. Once the search was carried out, the corresponding product is listed below.
- Tick the product to specify it as the target product.
- To finalise the creation of the product relation, click on the button .
The dialog box closes and a success message is shown. The product relation is now created. - To cancel the creation of the product relation, click on the button .
- If you want to specify a variant or an item of the target product as the target for a product relation, you can use the filter functions to filter the list of variants and items.
- *The ipim.web.reverse-relation.hide property needs to be set to “true”. Otherwise the “Counter relation” menu is not shown.
Call up the relation target via the active selection
First introduced in version 5.4.1: Using the “Active search mode” toggle switch you can load all the products from the active selection into the dialog box as possible target products. For example, in order to create a product relation between the called-up product and a product from the active selection, proceed as follows:
- In the product search mask, tick the product.
- Click on the button in the footer of the “Product relations” table to call up the corresponding dialog box.
- In the "Source items" menu , tick the product in order to specify it as the source product.
- From the "Relation type" menu , select a relation type. Here you determine the relation the source product has to the target product.
- In the "Order" field , possibly enter an integer value. This values specifies the position the product relation takes in a sequence of multiple product relations.
- Select a counter relation from the "Counter relation" menu* . Here you can specify the relation the target product has to the source product. This allows you to relate articles in both directions.
- From the "Increment order" menu , select the respective option to specify whether the order values of product relations are counted upwards automatically.
- Move the "Active search mode" toggle switch to the
position. - From the "Data view" menu , select the option "Products". The products from the active selection are shown in the right-hand card.
- Optional: Enter a search term in the search field to filter the list of products by a search term.
- Tick the designated target product .
- To finalise the creation of the product relation, click on the button . The dialog box closes and a success message is shown. The product relation is now created.
- To cancel the creation of the product relation, click on the button .
- The “Active search mode” toggle switch is inactive unless there are products in the active selection.
- *The ipim.web.reverse-relation.hide property needs to be set to “true”. Otherwise the “Counter relation” menu is not shown.
Show/hide attributes
Some attributes are included in the table by default. Other attributes are displayed optionally. In order to include optional attributes in the table, proceed as follows:
- Click on the button to call up the corresponding dialog box.
- Optional: Enter a search term in the search field to filter the list of attributes by a search term.
- Select an attribute. You can also select multiple attributes:
- To select an attribute, transfer it from the left column to the right column . To do so, click on the attribute .
- To deselect an attribute, transfer it from the right column back to the left column. To do this, click on the attribute.
- To select an attribute, transfer it from the left column
- To finalise the attribute selection, click on the button . The dialog box closes and the selected attribute resp. the selected attributes are shown in the table.
- To cancel the attribute selection, click on the button .
- Click here to learn more about the handling of the dialog box for selecting attributes.
- In some sections, the button for calling up the dialog box possesses the
button. Via this button you can call up attribute profiles with a pre-selected group of attributes directly. Click here to learn more. - Using the
icon and the 
icon you can transfer all the attributes from one column to the other column at once.
Edit product relation properties
You can edit particular properties of a product relation by editing the corresponding attributes. To do so, proceed as follows:
- In the product search mask, tick the product, a variant or an item. You can also tick multiple entities. The corresponding product relations are shown in “Product relations” table.
- Double-click in the table cell you want to edit.
- Make the desired changes
- Leave the table cell.
- Possibly make further changes to other table cells.
- To save your changes, click on the button. If the process was successful, a corresponding message will appear.
How can I call up multiple products at once to edit them sequentially?
- Expand the "Selection" widget.
- Via the "Active context" menu, you can select which products are shown in the widget
- In the product list of the widget, click on a given product.
- Click on the button. Following this, the products are called up as a sequence, with only one of the products being active in the workspace at a time.
Delete product relations
In order to delete a product relation, proceed as follows:
- In the product search mask, tick the called-up product, a variant or an item. You can also tick multiple entities.The corresponding product relations will be listed in the “Product relations” table.
- In the table, tick the product relation you want to delete. You can also tick multiple product relations.
- Click on the button in the footer.
The button is shown.
- Click on the button to confirm the deletion.A success message is shown.
) icon in the respective table row to delete resp. remove individual entries.
FAQ
Where can relation types be defined?
Relation types can be specified in the “Types” area of the “System setup” section of iPIM CC.
How does the relation filter work?
For each product relation the table shows an entry for the relation source and an entry for the relation target. Using the “Relation filter” menu you can, for example, narrow down the list of shown entries to sources or targets.
Why is the “Counter relation” menu not shown to me?
The ipim.web.reverse-relation.hide property needs to be set to “true” for the “Counter relation” menu to be shown.
What does the “Increment order” menu do?
From the “Increment order” menu, you select the respective option to specify whether the order values of product relations are counted upwards automatically.
How can I load target products from the active selection into the dialog box?
Using the “Active search mode” toggle switch you can load all the products from the active selection into the dialog box as possible target products. After activating the toggle switch, the option “Products” is selected from the “Data view” menu, following which the products from the active selection are shown in the right-hand card. A designated target product is then ticked there.
Why is the “Active search mode” toggle switch sometimes inactive?
The “Active search mode” toggle switch is inactive unless there are products in the active selection.
Why is the saving button not shown to me when editing attribute values?
As of version 5.6, the right “ipim-portal.product-details.relations.save-attributes” is required to save changes on attribute values. Users not possessing this right can make changes to attribute values, but the button is not shown to them.
What is considered when loading target products from the active selection?
Since version 5.4.3, the “Active search mode” function considers the most recent search result, the active worklist and the most recently maintained products. In order to switch between these options, the user needs to close the dialog box, select the respective context mode in the “Selection” widget and call up the dialog box again.