You can use the Product Hierarchy Mappings page to define
categorical levels for each product within your product hierarchy.
About this task
As an alternative to the Category Mappings page,
you can use the Product Hierarchy Mappings page
to define categorical levels for each product within your product
hierarchy. The Product Hierarchy Mappings page
allows you to include up to ten sub-categorizations for each product.
You can simplify the categorization or re-categorization process by:
- Dynamically mapping sub-levels using an intuitive hierarchy tree
- Assigning products quickly, using simple filters to hierarchically
organize all products
You can also export and import Product Hierarchy mappings.
For more information, please see Importing and Exporting Product Hierarchy Mappings.
Note: You must
have the Use Product Hierarchy Tree permission
set to access the Product Hierarchy Mapping page.
To
use the Product Hierarchy Mappings page:
Procedure
- Choose OpenLink > Product Hierarchy Mapping.
You will see a hierarchy tree of all mapped products, as well as uncategorized
products. As you select and expand nodes, the Product Hierarchy tree
will dynamically update, fetching the requested data.
- In the Category column, click in
the row for the item you wish to categorize.
- If you want to find a specific portion of the product hierarchy
to categorize, use the search field. Once you enter all or portion
of the node name you are looking for, click Find to
see the results.
- To show the result in the Product Hierarchy to see how
other similar products are categorized, click Show in Hierarchy.
- Enter the name in the field to filter the category list
using search-ahead functionality.
If a match is not
found, the field will be highlighted in red when you click away from
the field. You can delete the name and try again, or create a new
category by clicking Add Category at the top
of the page. After adding the new category in the Add Category dialog
box, click Create. The new category will be
available to choose from the category list.
- Once you have added a new category or modified an existing
category name, the Update Existing Products checkbox
will be set, indicating that the products will be moved to the new
category when you save your changes. If this checkbox is cleared,
the products will not be moved to the new category.
- You can make any adjustments to the category names in a
product's hierarchy, as needed. The new or changed categories will
be in bold.
One of the following icons will display
in the Status column:
- The category for this product has changed,
and one or more of its children in the hierarchy have changes.
- The category for this product has changed,
and its children in the hierarchy have inherited the changes.
- One or more children in the hierarchy have changes.
- Click Save to commit your mapping
changes for new or updated products, or Revert to Last
Save to revert to the previously saved changes.
