Relation

Using the actions “Add source product relation” and “Add target product relation” you can create relations between products, variants or items. Learn moreThere are different types of relations. This could be the relation between master products and accessories or the recommendation of suitable products. Relations can be established between products, variants and items. Even mixed combinations are possible. Product relations can also be revoked again. For this purpose the action menu offers the “Remove product relation” action. Less information

Add source product relation

Using the action “Add source product relation” you can, for example, create relations between multiple source products and a single target product.

Call up the target product using the search function

For example, in order to create a product relation for a selected source product, whereby the target product is called-up via the search function in the dialog box, proceed as follows:

1. In the respective product data table, tick the source product.

2. Click on thebutton in the footer to access the action menu.
3. Move the mouse cursor over the option “Relation” to show the corresponding submenu.
4. Click on the option “Add source product relation” to call up the corresponding dialog box.

5. In the "Source items" menu , tick the product in order to specify it as the source product.
6. From the "Relation type" menu , select a relation type. Here you can specify the relation the source product has to the target product.
7. 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.

• 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 target product via the active selection

For example, in order to create a product relation for a selected source product, whereby the target product is called-up via the search function in the active selection, proceed as follows:

1. In the respective product data table, tick the source product.

2. Click on thebutton in the footer to access the action menu.
3. Move the mouse cursor over the option “Relation” to show the corresponding submenu.
4. Click on the option “Add source product relation” to call up the corresponding dialog box.

5. In the "Source items" menu , tick the product in order to specify it as the source product.
6. From the "Relation type" menu , select a relation type. Here you determine the relation the source product has to the target product.
7. 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.

• 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.

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.

Add target product relation

Using the action “Add target product relation” you can, for example, create relations between multiple target products and a single source product.

Call up the source product using the search function

For example, in order to create a product relation for a selected target product, whereby the source product is called-up via the search function in the dialog box, proceed as follows:

1. In the respective product data table, tick the target product.
2. Click on thebutton in the footer to access the action menu.
3. Move the mouse cursor over the option “Relation” to show the corresponding submenu.
4. Click on the option “Add target product relation” to call up the corresponding dialog box.

5. The “Target items” field shows the selected target product. Possibly click on the “Target items” field to access the menu that is situated behind it. Here, the selected target product is ticked and can be unticked to deselect it.
6. Select a relation type from the “Relation type” menu . Here you can specify the relation which the source product has to the target product.

7. In the “Order” field , possibly enter an integer value for the order. If there are multiple product relations for the source products, the respective integer values determine the order in which the related products, variants or items are listed.
8. Possibly select a counter relation from the “Counter relation” menu* . Here you can specify the relation which the target product has to the source product. In this manner you can relate products in both directions.
9. From the “Increment order” menu , select the respective option to specify whether the order values of product relations are counted upwards automatically.
10. In the right-side card, enter the product number of the intended source product in the “Product number” field .
11. Click on the SEARCH button to trigger the search. Once the search was carried out, the corresponding product is listed below.
12. Tick the product to specify it as the source product.

• If you want to specify a variant or an item of the source product as the source 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.

5. The “Target items” field shows the selected target product. Possibly click on the “Target items” field to access the menu that is situated behind it. Here, the selected target product is ticked and can be unticked to deselect it.
6. Select a relation type from the “Relation type” menu . Here you can specify the relation which the source product has to the target product.
7. In the “Order” field , possibly enter an integer value for the order. If there are multiple product relations for the source products, the respective integer values determine the order in which the related products, variants or items are listed.

• 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.

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.

4. Click on the option “Remove product relation” to call up the corresponding dialog box that lists the product relations where the selected product is the source product.
5. Tick the product relation you want to revoke from the selected product.

FAQ

What can be done using the “Add product relation” actions?

Using the actions “Add source product relation” and “Add target product relation” you can create relations between products, variants or items. There are different relation types, for example relations between master items and accessory items or the recommendation of matching items.

Why are there two different actions for adding a product relation?

The two actions differ in whether the relation is created starting from one or more selected source products to a target product, or starting from one or more selected target products to a source product.

How can the target product be called up when adding a source product relation?

The target product can be called up either using the search function in the dialog box, by entering the product number and triggering the search, or via the active selection, by moving the “Active search mode” toggle switch.

What does a counter relation do?

The “Counter relation” menu specifies the relation the target product has to the source product. This allows you to relate products, variants or items in both directions.

Why is the “Counter relation” menu sometimes not shown?

The ipim.web.reverse-relation.hide property needs to be set to “true” for the “Counter relation” menu to be shown.

When is the “Active search mode” toggle switch active?

The “Active search mode” toggle switch is inactive unless there are products in the active selection.

Which data sources can be used in addition to the active selection since version 5.4.3?

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 addition to the active selection.

How can you switch between these different context modes?

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.

Rights

The identifier of rights are not shown correctly here as hyphens are shown as half square dashs. In order to search for a particular right in iPIM CC, copy the key to the clipboard and search for the key.