Organizing your product catalog

As a product administrator, before you start configuring your products, you may want to think of how you would like to organize your catalog so you would be able to find your way through it in the future, especially if your company has a large panel of offers. In this unit, you will learn how to create Product Families and Tags that you can use in your catalog and to populate it with media like images and videos for a better user experience. You may also limit some products and offers to some of your sellers or brands.

From Model V2 (Opencell Portal v.11 onward), you cannot configure brands and sellers, configuration is available through Opencell’s administration portal.

Product Families

Product Families are a way of organizing products.

Creating a Product Family

1. From Catalog Manager’s Main Menu, select Product families

   

2. Click on the Add New icon

   

3. Enter a Product Family Code: PF0010

4. Enter a Product Family Name: Training 10

5. Enter a Product Family Description: End users training catalog

6. Save

You can select a Seller to link the Product Family to and also have a hierarchy of Product Families by choosing a Parent Product Family among the existing Product Families.

Create the following additional Product Families:

Using Product Families

Product families can be assigned to a product on creation or edition. Only one product family can be assigned to a product. Check out Getting started with products | Creating-a-product .

Tags

Tags are organized into Tag Categories. User may limit a Tag Category to one Seller.

Creating a Tag Category

1. From Catalog Manager’s Main Menu, select Tag Categories

2. Click on the Add New icon

3. Enter a Tag Category Code: TC0010

4. Enter a Tag Category Name: Customer Segment 10

5. Save

Creating a tag

1. From the Catalog Manager’s Main Menu, select Tags

2. Click on the Add New icon

3. Enter a Tag Code: T0010

4. Enter a Tag Name: SMB 10

5. Select the Tag Category Name that we’ve created in the previous step: Customer Segment 10

6. Save

You can select a Seller to link the Tag to and also have a hierarchy of Tags by choosing a Parent Tag among the existing Tags.

Create the following additional tag:

Using Tags

Tags can be assigned to Product Versions, Offers or Product Attributes to help you categorize and filter your catalog. You may add multiple tags per Product Version or Offer. Check out Getting started with products | Adding-a-tag .

Media

Media are videos or images that you can assign to your Products, Offers and Attributes.

Creating media

1. From Catalog Manager’s Main Menu, select Media

2. Click on the Add New icon

3. Select Type: Image

4. Enter Media Code: M001

5. Enter Media Name: Training Image 01

6. Enter the media URL path: https://www.freebird-group.com/wp-content/uploads/2019/05/TR1_fundraising_appeal.jpg

7. Put the Main toggle to the TRUE position

8. Save

From Model V2 (Opencell Portal v.11 onward), you may only add media from a public URL. In the future version, Opencell Portal will include an upload feature. User will be able to select media from his computer.

Using media

When creating or editing an offer you can select multiple media from the media library you populated. The media marked as Main will be the one appearing in offers or products lists or selection pickers. Check out Getting started with products | Creating-a-product .

… / …