Creating rule-based sales categories

You can create a rule-based sales category within a sales catalog. By using rule-based sales categories, you can build a sales catalog that is quick and easy to populate with catalog entries and to update to include new catalog entries. For more information about rule-based sales categories, see Rule-based sales categories.

Before you begin

About this task

You can create a rule-based sales category by using the following steps or by creating a copy of an existing rule-based sales category and editing the copy.

Procedure

  1. Open the Catalogs tool.
  2. Select your store from the Select Store list
  3. From the explorer filter, select Sales Catalog Categories.
  4. Create a rule-based sales category by using one of these methods:
    • To create a category in a sales catalog:
      1. On the explorer view, right-click a sales catalog or sales category. Click New Rule-Based Sales Category. The New Rule-Based Sales Category view displays. The new category is created as a subcategory of the selected sales catalog or sales category.
        Note: You cannot right-click an existing rule-based sales category to create a sales category or rule-based sales category within it. A rule-based sales category cannot be a parent category.
    • To copy an existing rule-based sales category, go to the category in the explorer view:
      1. On the explorer view or list view, right-click the category that you want to copy. Click Copy.
      2. On the list view, right-click anywhere. Click Paste > Copy.

        The properties view for the new rule-based sales category displays. The properties and the rule for the original rule-based sales category is copied, including any search filters or catalog entries that are specified to include in the category.

  5. Click the Manage Category tab.
  6. Optional: Expand the Object Properties section.
    This section is read-only and provides information if your company uses the following features:
    • HCL Commerce EnterpriseExtended sites business model
    • Workspaces
    PropertyDescription
    Associated store The store that the asset belongs to:
    • If workspaces are enabled
    • HCL Commerce EnterpriseIf your store is an extended sites store
    Change Made In The name of workspace, task group, or task, where the object is changed.
    Workspace The name of the workspace that the task is associated with. This field is read-only.
    Task Group The name of the task group that the task is associated with. This field is read-only.
    Description A description of the task. This field is read-only.
  7. From the Manage Category tab, expand the General Catalog Information section. Complete the following information:
    Property Description
    Code The language independent category identifier.
    Name The name of the category. This field can be edited in multiple languages.
    Short description Type a brief description of the category.
    Long description

    Type a detailed description, if applicable.

    Keyword Type one or more keywords, which are separated by a comma and a space that describe the contents of the Web page. Some Internet search engines use these keywords to determine whether your page satisfies a search query. This field can be edited in multiple languages.
    Parents (sales catalog)

    The sales catalog or sales categories to which the rule-based sales category belongs. You can include only one sales catalog and multiple sales categories. Any parent categories that you include must be in the same sales catalog as the rule-based sales category.

  8. Expand the Display section. Complete the following information:
    Property Description
    Display to customers Select this check box to indicate that customers can view this category in the storefront. You can have a different setting for this category for each language that your store supports. For instance, you can display the category for customers that are browsing your store in French, but not when customers are browsing your store in English.
    Thumbnail All image files must be placed in the store's defined image directory. Determining the correct image directory and whether you need an absolute or relative path depends on your store's configuration. For example, the HCL Commerce starter store images use a relative path that points to the default installation directory under the store name. Use of a relative path is most common. Use of an absolute path is dependent on your initial configuration. Ask a store developer with Site Administrator authority for the correct image directory if you are unsure. This field can be edited in multiple languages. The forward slash (/) must be used as the directory separator.
    Full image Type in the relative path to the full image. The forward slash (/) must be used as the directory separator.
  9. Click Save; then click Close.

What to do next