Use this page to exclude any of the products or categories in the master catalog that you do not want to sell at your specific store. You can also define additional or change existing price adjustments on the products and categories you have selected to sell.
The Catalog Filter displays the filter settings from the current contract and immediate parent base contract (if applicable). The Catalog Filter will also display the filter settings from the hosting contract for the store. If you use a multiple contract hierarchy, a contract may have several base contracts, and the Catalog Filter displays the relevant settings from all the base contracts. That is, the Catalog Filter will display the settings for a contract and all its parent contracts.
If the base contract or hosting contract has excluded a category or product, the category or product will have an X, and you will not be able to include that category or product in the store or contract. If the base contract has included the catalog, category or product, then the catalog, category or product will have a check mark, and the percentage adjustment or fixed price from the base contract will be displayed, unless there is a filter setting in the customer contract for the same catalog, category, or product.
You cannot set a price adjustment or a fixed price in a customer contract that will offer a higher price to the customer than is set in the base contract. For example, you cannot set +20% adjustment to Category A when the base contract has -30% adjustment to Category A. However, you can change to a -40% because that offers a lower price to the customer. Similarly, you cannot set $20.00 fixed price to Product B when the base contract has a $10.00 fixed price for Product B. However, you can change the customer's price to be $30.00. If the base contract has a fixed price for Product C, then you may only set a fixed price in the customer contract for Product C.
In a case where you have multiple price lists, a price list selection tool displays at the top of the catalog filter, listing the price lists available for the contract. The selected price list becomes the basis for all adjustments. If your store only has one price list defined, then this selection tool is hidden.
The Catalog Filter presents the master catalog as an aggregated tree view of all products and categories available for sale from the store. The Catalog Filter consists of the following parts:
- Catalog tree
- Use this to include the catalog, categories, and products; exclude categories and products; and adjust prices to the entire catalog or to products (either by fixed price, such as discounting all seasonal books to $10 per book; or by percentage, such as 10% off all books). You can also view the actual price (using the Calculate Price option) that customers will see for a product.
- Include option
- Displays when a node does not currently have a filter setting. This option sets the catalog, category, or product as included at 0% discount.
- Include with Adjustment option
- Displays when you include either the entire catalog, category, or product. A dialog display to allow you to set the price adjustment for the catalog, category, or product that you are including for sale in the store.
- Set Price Adjustment option
- Displays when you are working with price adjustments.
- Kit Component Pricing option
- Displays when setting price adjustments on dynamic kit components.
For help on the parts of the Catalog Filter, see the following sections:
- Catalog tree
- Include option
- Include with Adjustment dialog
- Set Price Adjustment dialog
- Kit Component Pricing dialog
Catalog tree
The catalog tree consist of various entries and icons indicating the status of the catalog tree entries. Entries in the tree can be expanded to display more entries below the selected entry. Selecting an entry in the tree displays a context-sensitive menu from which you can select various actions. The actions available from the menu depend on the type of catalog tree entry and the status of catalog tree entry. The status of a catalog tree entry is indicated by the icons appearing before the entry.
For more help on the parts of the catalog tree, see the following sections:
- Catalog tree node types
- Catalog tree icons
- Catalog tree actions
- Actions available for catalog tree entry types
Catalog tree node typesThe catalog tree displays the catalog, categories, and catalog nodes. This includes products, SKUs, bundles, and kits.
Entries in the catalog tree may have icons appearing before each entry. The following table provides the name and description of the icons that may appear before entries in the catalog tree:
The following actions may be available by clicking on entries in the catalog tree:
- Include option
- Displays when a node does not currently have a filter setting. This option sets the catalog, category, or product as included at 0% discount.
- Include with Adjustment
- Includes for sale in the store or contract the selected catalog tree entry and any catalog tree entries below the selected catalog tree entry. Including the catalog, a category, or product displays the Include with Adjustment dialog which allows you to apply a price adjustment on the node you are including.
For consumer direct stores, the Include with Adjustment dialog does not display if you choose a reseller category or product to include for sale in the store.
- Exclude
- Excludes the selected catalog tree entry and catalog tree entries belonging to the selected catalog tree entry from being sold in the store or contract.
For all contracts other than hosting and base contracts, this option is only available if the selected catalog tree entry is currently included and has an included parent catalog tree entry. You can only exclude a node, if a parent node is included at a higher level.- Set Price Adjustment
- Changes the fixed price or percentage price adjustment for a product.
- Calculate Price
- For consumer direct stores, you can view the actual storefront price customers will see for a product. The price displayed includes any percentage price adjustment applied to the product. The calculated price is only available and accurate after you have saved any changes made to the Catalog Filter.
- Cancel Settings
- Removes the explicit filter on a catalog tree entry. The selected catalog tree entry and any entries below the selected catalog tree entry inherit the filter setting from the selected entry's parent entry unless there is an explicit filter on a catalog tree entry.
Cancel Settings is only available when the
icon appears before a catalog tree entry.
- Expand
- Expands this catalog tree entry to display catalog tree entries belonging to the selected catalog tree entry. Large categories will take longer to expand than smaller categories as the information is retrieved from the server.
- Collapse
- Collapses the catalog, category, or product to hide products and categories belonging to the node selected.
Actions available for catalog tree entry types
The actions available depend on the type of entry selected in the catalog tree. The following table shows the type of entries in the catalog tree and actions available for each entry type:
Note:*Cancel Settings is only available when the icon appears before a catalog tree entry.
Include option
Use this option if a node does not currently have a filter setting. This option sets the catalog, category, or product as included at 0% discount.
Include with Adjustment dialog
Use this dialog to set the percentage price adjustment on a catalog, category, or product you wish to include to sale in the store or contract. The price adjustment applies to all child products and categories unless a child product or category has an explicit filter applied to it. Use this dialog as follows:
- Percentage adjustment
- Type a number for the percentage amount you want to adjust the catalog price for the child products under the node you are including. To include a node without adjusting the price, enter a value of 0 (zero) in this field.
- Markup/Markdown
- Use this pull down field to choose whether the percentage adjustment increases or decreases the price by the entered number. Markup indicates the price will be increased by the entered percentage, while Markdown indicates the price will be decreased by the entered percentage.
- Fixed price
- Type a number for the fixed price amount you want to adjust the catalog price for the products and categories in the node for which you want to change the fixed price adjustment. The fixed price is set for the default currency used.
Set Price Adjustment dialog
Use this dialog to change the fixed price or percentage price adjustment on an included node. The price adjustment applies to all products and categories in the node unless a product or category has an explicit filter applied to it. Exception items do not inherit the parent product fixed price if the master catalog price list contains an offer for the item. Use this dialog as follows:
- Percentage adjustment
- Type a number for the percentage amount you want to adjust the catalog price for the products and categories in the node for which you want to change the percentage price adjustment.
- Markup/Markdown
- Use this pull down field to choose whether the percentage adjustment increases or decreases the price by the entered number. Markup indicates the price will be increased by the entered percentage, while Markdown indicates the price will be decreased by the entered percentage.
- Fixed price
- Type a number for the fixed price amount you want to adjust the catalog price for the products and categories in the node for which you want to change the fixed price adjustment. The fixed price is set for the default currency used.
Kit Component Pricing
Use this panel to change the fixed price or percentage price adjustment on a dynamic kit component. This panel displays the component price adjustments defined for the current dynamic kit with the name and SKU of the associated component, and the defined adjustment. Use this panel as follows:
- Add
- Click Add to define a price adjustment for a component within the dynamic kit. The Find Dynamic Kit Components dialog displays in which you can either search for, or directly enter the SKU of the components for which you want to specify price adjustments. Once you have selected the components, click OK to return to the Kit Component Pricing panel. The selected components are added to the list.
- Price Adjustment
- Enter the price adjustment for the component by entering a value, and selecting the manner of adjustment from the list. For example, you can enter a number, and specify that it is the price within the component, or you can enter a number and indicate that it is either a percentage markup, or a percentage markdown. Percentage adjustments will be made to the offer price defined in the price list selected in the catalog filter.