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MultiExcerptNameFeature Overview


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The product categories used on your website are initially integrated from your ERP, but if it suits your business processes, you can bypass PRONTO category integration and opt for complete online maintenance.



Selecting Integrated or Complete Online Category Maintenance

You can select either the Integrated or Complete Online Category Maintenance mode. In the Integrated mode, category maintenance except for exclusively online category features is done in the ERP. In the complete online mode, all category maintenance is done in the CMS.

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Note

Enabling the Online Category Maintenance feature will disable the Integrated Category Maintenance feature and change your Category Maintenance display to group sub-categories under the parent category rather than list all categories individually. You will not be able to limit your display to custom or global categories. All other options remain. 

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Integrated Category Maintenance

  1. In the CMS, navigate to SettingsFeature ManagementProducts & Categories

  2. Toggle ON Integrated Category Maintenance and click Configure

  3. Toggle ON Enable Integrated Category Maintenance.

  4. Select options as required, then click Save.

Complete Online Category Maintenance

  1. In the CMS, navigate to SettingsFeature ManagementProducts & Categories

  2. Toggle ON Online Category Maintenance and click Configure.  
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  3. In Online Category Maintenance Settings, toggle ON 'Enable Online Category Maintenance Settings'. 

  4. Select options as required, then click Save.


Accessing Category Maintenance

To access Category Maintenance, login to the CMS and navigate to Products & Categories → Category Maintenance.  

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Info

If you are running version 4.15.00 or later, in the Integrated mode, you have the option to limit the category view to All, Custom, or Global categories. 

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The various sections of the Category Maintenance screen are detailed below. 

Category Information

This section displays the category information integrated from PRONTO.
 

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Info

Please note - this section will only be displayed if you have enabled it in the Feature Settings.

To enable it, navigate to SettingsFeature Management → Product & CategoriesConfigure the Online Category Maintenance feature. Tick the zones you wish to edit content for, and 'then click Save & Exit'.

 

Note

Enabling the Online Category Maintenance feature will disable the Integrated Category Maintenance feature and change your Category Maintenance display to group sub-categories under the parent category rather than list all categories individually. You will not be able to limit your display to custom or global categories. All other options remain. 

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Additional Information


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MultiExcerptNameAdditional Info
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Minimum Version Requirements


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MultiExcerptNameMinimum Version Requirements

**.**.**


Prerequisites


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MultiExcerptNamePre reqs

In order to maintain categories online:

  • The 'Product Maintenance' feature must be enabled with the 'Categories' option tickedon. If this wasn't done during your site's implementation phase, you can request that we an update it for you at any time.  
  • Category integration from PRONTO must be disabled (by Commerce Vision) via the flag 'Disable Product Category Integration' - otherwise - otherwise the changes you make in the CMS will be overwritten on the next data send of data from the Integrator. 
Once the above conditions are met, you're ready to maintain your product categories in the CMS.


Self Configurable


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MultiExcerptNameSelf Configurable

Yes


Business Function


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MultiExcerptNameBusiness Function

Products & Categories


BPD Only?


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MultiExcerptNameBPD Only

Yes


B2B/B2C/Both


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MultiExcerptNameB2B/B2C/Both

Both


Ballpark Hours From CV (if opting for CV to complete self config component)


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MultiExcerptNameBallpark Hours From CV (if opting for CV to complete self config component)

Contact Commerce Vision


Ballpark Hours From CV (in addition to any self config required)


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MultiExcerptNameBallpark Hours From CV (in addition to any self config required)

Contact Commerce Vision


Third Party Costs


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MultiExcerptNameThird Party Costs

n/a


CMS Category


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MultiExcerptNameCMS Category

 CMS Category


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