(Enterprise)

Scenario 2: Creating a catalog filter based on categories

This scenario shows you how to create a catalog filter based on categories. When a category is included in a catalog filter, all the catalog entries and child categories under this category are also included. When a category is excluded in a catalog filter, all the catalog entries and child categories under this category are also excluded.

In this scenario, you create a catalog filter that includes all the catalog entries in the following categories: Nuts and Bolts. You exclude the catalog entries from Screws.

Planning the catalog filter

Identify which categories, catalog entries, catalog entry properties, or attribute dictionary attributes to include or exclude from the catalog. In this scenario, you include two categories in the catalog filter and exclude one.

Categories to include or exclude

Category	Filter Type
Nuts	Include
Bolts	Include
Screws	Exclude

Creating the catalog filter

1. Open the Catalog Filter and Pricing tool.

2. From the toolbar, click the arrow or the right side of Create new button; then select Catalog Filter. The properties view displays.

3. In the General Information section, specify a name and description for the catalog filter.

4. Add the categories to the catalog filter.

   1. Expand the Filter by Categories, Attributes, and Properties section.

   2. To include the Nuts category using the Categories tree view.

      • Right-click the Nuts category, and then click Include.

      • Repeat the previous step to add the Bolts category to the catalog filter.

   3. To exclude the Screws category, right-click the Screws category, and then click Exclude.

5. Click Save and Close.

What to do next

We can assign the catalog filter to store's default contract.

Related reference
Scenarios for creating catalog filters