Catalogs (Supply)

The “Catalogs” tab provides a tabular list of all the existing catalogs. Among other things, the table provides information about the catalog and import type, the catalog status, the number of imported, transformed, approved and synchronized items as well as the time of the last modification. Additionally, there various action buttons. And you can create new catalogs.

Catalog/Import type Action buttons
Supplier catalog Supplier catalog Catalog definition Via this button you can call up a dialog box where you can upload a .json file that contains catalog configuration data.
Golden Record source catalog Golden Record source catalog Edit Via this button you can call up a dialog box where you can edit the catalog definition.
Golden Record catalog Golden Record catalog Empty sheet Via this button you can duplicate a catalog.
File upload Import articles via file Notebook sheet Via this button you can call up the item list of a catalog.
Enter articles manually Enter articles manually Delete Via this button you can delete a catalog.
    Settings Via this button you can call up a dialog box where you can edit the custom catalog configuration.
Note
A user can only see catalogs of suppliers they are related to. In order to relate a user to a supplier, go to the “Partner” section of iPIM CC.
INFO
Using the corresponding tools you can filter the list catalogs by a search term or you can manipulate their order. And in case of a multi-page list, you can navigate between the pages. Click here to learn more about this.

Search for catalogs

Using the search function in the header you can search for particular catalogs. For example, you can search for a single catalog using exact search terms such as a specific catalog name. Or you can combine partial search terms with a particular operator in order to capture multiple catalogs with similar properties by the search.

For example, in order to carry out a search for two partial terms, proceed as follows:

  1. From the menu in the header, select the option “Catalogs”.
  1. Enter the partial terms in the search field and separate them by the operator “AND” so that the search captures all the catalogs whose catalog names contain both terms.
  2. Click on the Magnify button to trigger the search. Following this, all the catalogs which were captured by the search are shown in the table.

This screenshot shows the different operators. If no operator is used, the search only captures catalogs where the search term occurs exactly.

Create catalogs

In order to create a new catalog, proceed as follows:

  1. Click on the Create catalog button above the catalog list to call up the corresponding dialog box.
  1. Select a catalog type from the “Catalog type” menu . You can choose between the options:
    • Supplier catalog: Supplier catalog is the standard catalog type for the import of item data.
    • Golden record catalog: Golden Record catalogs are catalogs in which item data from different source catalogs is converged.
    • Golden record source catalog: Golden Record Source catalogs are used to import item data that are converged in a particular golden record catalog.
  1. Enter a catalog name in the “Catalog name” field .
  2. Select a supplier from the “Supplier” menu .
  3. Select a catalog language from the “Language” menu . This setting specifies the locale level on which the imported item data is stored by default.
  4. Select a context from the “Context” menu . This setting specifies the context level on which the imported item data is stored by default.
  5. Possibly select a user from the “User” menu .
  6. Select a source type from the “Source type” menu . You can choose between the options:
    • “Import articles via file” for the import of item data via appropriate files
    • “Enter articles manually” for entering the item data by hand
  7. Possibly tick the “External use” checkbox to allow external users to use the catalog For example, the catalog can then be used in iPIM SSP.
  8. Possibly enter a catalog description in the “Remarks” field .
  9. Possibly enter a comment in the “Comments” field .
  • In order to finalise the catalog creation, click on the Create button . The dialog box closes, a success message is shown and the catalog process overview of the newly created catalog is called up. The catalog is now created.
  • In order the catalog creation, click on the cancel button .
Note
The settings that were made when creating a catalog can be edited at a later point in time.

Use action buttons

Update catalogs via .json file

Via the dialog box that can be called up via the Catalog definition button you can upload a .json format configuration file in order to update the configuration of the respective catalog accordingly. By this, you can assume the configuration data of another catalog for a particular catalog. For example, these configuration data comprise the import configuration, attribute mappings as well as cleansing or validation rules.

In order to import a configuration file, proceed as follows:

  1. In the table row of the respective table row, click on the Catalog definition button to call up the corresponding dialog box.
  2. Drag the .json file over the drop area and drop it there or click on the button to call up the .json file via the file manager. Following this, the file is loaded into the cache and the file name of the .json file is shown below the drop area.
  3. Possibly tick the “Import process config” checkbox so that also the configuration of the various processes is imported and the settings of the catalog are modified accordingly.
  • In order to finish the process and to import the configuration data from the .json file, click on the Start import button. If the process was successful, a corresponding message is shown. The catalog configuration is now updated according to the .json file.
  • In order to cancel the process, click on the Cancel button.
INFO
Configuration data of catalogs can be exported in the corresponding section of the “Administration”. Click herefor more information.

Edit catalog definitions

In order to edit the definition of a particular catalog, proceed as follows:

  1. Click on the edit button in the table row of the catalog to call up the corresponding dialog box.
  2. Make the desired changes to the catalog parameters.
  • In order to save your changes, click on the Save button.
  • In order to cancel the process, click on the Cancel button.

Duplicate catalogs

Via the button you can duplicate a catalog. In order to do so, proceed as follows:

  • In the table row of the respective catalog, click on the button. Follow this, a copy of the catalog appears in the table. The copy bears the prefix “Copy_1”.
Note
When duplicating a catalog, only the configuration data of the initial catalog is taken over. The catalog items aren't copied.

Call up item lists

In order to call up the item list of a particular catalog, proceed as follows:

  • Click on the item list button in the table row of the catalog. Then you will be directed to the item list of the catalog.

Delete catalogs

In order to delete a catalog, proceed as follows:

  1. Click on the Löschen button in the table row of the respective catalogs. Then the corresponding prompt will appear.
  2. Click on the Yes button to confirm the deleting of the catalog. If the process was successful, a corresponding message will appear and the deleted catalog vanishes from the list of catalogs.

Edit catalog custom configuration

Via the Settings button you can call up a dialog box where you can edit the catalog custom catalog configuration.

  1. In the table row of the respective catalog, click on the Settings button fo call up the corresponding dialog box.
  1. Click on the Add button in order to add another set of input fields.
  2. Enter the a key in the input field of the “Key” column.
  3. Enter the a value in the input field of the “Value” column.
  4. Possibly add additional key-value-pairs. To do so, click on the Add button and enter the key as well as the value in the corresponding input fields.

This screenshot shows how to set up the catalog custom configuration using the example of configuring the AI attribute recognition.
  • In order to finish the process, click on the Save button. If the process was successful, a corresponding message will appear. The catalog custom configuration is now updated according to your settings.
  • In order to cancel the process, click on the Cancel button.

FAQ

What does the “Catalogs” tab offer in iPIM Supply?

The “Catalogs” tab provides a tabular list of all the existing catalogs. Among other things, the table provides information about the catalog and import type, the catalog status, the number of imported, transformed, approved and synchronized items as well as the time of the last modification, complemented by various action buttons.

Which catalogs do users see in the catalog list?

A user can only see catalogs of suppliers they are related to. In order to relate a user to a supplier, go to the “Partner” section of iPIM CC.

What are the differences between the various catalog types?

Supplier catalog is the standard catalog type for the import of item data. Golden Record source catalogs are used to import item data that are converged in a particular golden record catalog. Golden Record catalogs are catalogs in which item data from different Golden Record source catalogs is converged.

What does the selection in the “Language” menu determine when creating a catalog?

The selection in the “Language” menu specifies the locale level on which the imported item data is stored by default.

What does the selection in the “Context” menu determine when creating a catalog?

The selection in the “Context” menu specifies the context level on which the imported item data is stored by default.

Which source types are available when creating a catalog?

You can choose between the options “Import articles via file” for the import of item data via appropriate files and “Enter articles manually” for entering the item data by hand. For entering item data manually, a layout profile also needs to be selected.

What is the purpose of the “External use” checkbox when creating a catalog?

Ticking the “External use” checkbox allows external users to use the catalog. For example, the catalog can then be used in iPIM SSP.

Can catalog settings be changed at a later point in time?

Yes, the settings that were made when creating a catalog can be edited at a later point in time.

How do you make sure that the process configuration is also included when importing a .json file?

To do so, you need to tick the “Import process config” checkbox so that the configuration of the various processes is also imported and the settings of the catalog are modified accordingly.

What exactly happens when a catalog is duplicated?

When duplicating a catalog, a copy of the catalog appears in the catalog list bearing the prefix “Copy_1”. Only the configuration data of the initial catalog is taken over; the catalog items aren’t copied.

Rights

The following rigts are need to see the catalog list and to use particular actions:

Key Identifier Description
ipim-supply.catalogs.display iPIM Supply – Show Catalog page Right to see the “Catalogs” tab respectively the catalog list page
ipim-supply.catalogs.process iPIM Supply – Catalog process Right to call up catalogs respectively their “Catalog process” tab. The right is also need to use the catalog search.
ipim-supply.catalogs.create iPIM Supply – Create Catalog Right to create new catalogs
ipim-supply.administration.import-catalogs iPIM Supply – Administration – Import Catalogs Right to update catalogs via a .json file (Update catalog)
ipim-supply.catalogs.edit iPIM Supply – Edit Catalog Right to edit the catalog definition of a catalog (Edit)
ipim-supply.catalogs.copy iPIM Supply – Copy Catalog Right to copy/duplicate catalogs (Copy catalog)
ipim-supply.items.display iPIM Supply – Items – Search and list items Right to call up the item list (item list) of a catalog. The right is also required to see the “Items” tab and to use the item search.
ipim-supply.catalogs.delete-catalog & ipim-supply.catalogs.delete-catalog.erasure-catalog iPIM Supply – Delete catalogs & iPIM Supply – Delete catalogs in iPIM Supply Right to delete catalogs (Delete)
ipim-supply.catalogs.custom-configuration iPIM Supply – Custom catalog configurations Right to edit the custom catalog definition (Custom catalog definition)..
INFO
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.