Add catalog entries to multiple sales categories

As a Category Manager or Product Manager, we can use catalog entry assignments to add catalog entries to multiple sales categories at a time. By using catalog entry assignments, we can create sales categories quickly and efficiently.

Note: To add one or more catalog entries to a single sales category, use the Assign tab for the category to quickly locate and assign the catalog entries. See Assigning catalog entries to a single sales category. To assign catalog entries to a rule-based sales category, complete one of the following tasks:


Task info

When we are creating catalog entry assignments, we cannot create assignments for a category that is locked within a workspace for changes by another user. If a sales category is locked, no catalog entry assignments are saved for the sales category. When the changes are approved and the sales category is unlocked, we can assign catalog entries to the sales category. (Enterprise) If the site uses an extended sites model, we can use the catalog entry assignment function to create any of the following types of catalog entry assignments:

We cannot, however, assign catalog entries that belong to the catalog asset store to sales categories that belong to the catalog asset store.

Note: When we are creating catalog entry assignments, avoid creating more than 1000 total assignments at a time. For instance, if you include 100 catalog entries in the Catalog entries table and 10 sales categories in the Sales categories table, we are creating 1000 total assignments. When you attempt to create more than 1000 assignments, a warning displays. Consider removing catalog entries or categories to reduce the total assignments. If we select to ignore the warning, the save operation can take a long time to complete or might not complete successfully.


Procedure

  1. Open the Catalogs tool.

  2. From the toolbar, click the arrow on the right side of the Create New icon; then, select Catalog Entry Assignments.

  3. In the Sales categories table, include the sales categories to add catalog entries within. If you know the name of the sales categories, enter the names in the search field, and click Find and Add. To search or browse for the sales categories, use the utilities view.

  4. In the Catalog entries table, include the catalog entries to assign to the sales categories in the Sales categories table. If you know the name of the catalog entries, enter the names in the search field, and click Find and Add. To search or browse for the catalog entries, use the utilities view. The following screen capture shows an example of the Catalog entries and Sales categories tables.

    Note: We cannot assign product SKUs directly to a sales category. When you assign a product, the SKUs for that product are automatically assigned to the category.

  5. Optional: Specify the sequence that the catalog entries display within all of the sales categories. This sequence is the order that the catalog entries display when the catalog entries are appended to the end of the catalog entries list for the sales categories. In the New Catalog Entry Assignments tool, We cannot view the catalog entries that are already assigned to the sales categories or change the sequence of the catalog entries that are already assigned. To change the sequence of the catalog entries that we are adding and the catalog entries that are already assigned to the sales categories, open the Catalog Entries List for the sales categories after you save your new assignments and then change the sequence.

    Note: We can also view more properties for the catalog entries and sales categories in each table, but we cannot edit these properties in the New Catalog Entry Assignments tool. We must open the properties view for the catalog entry or sales category to edit the properties. To view more properties for the catalog entries and sales categories in the tables, right-click any column heading in the particular table. Select Configure Columns to display the Column Selector window. The list of all properties that we can view or configure for the objects display. Select the column heading names of the properties to set values for within the dialog and click OK to add the columns to the table.

  6. Click Save. All of the catalog entries in the Catalog entries table are assigned to all of the sales categories in the Sales categories table. The New Catalog Entry Assignments view closes.

    When the creation of the assignments completes, the catalog entries display in sequence in the Catalog Entries List for all of the sales categories. If we are creating many catalog entry assignments, the process can take time. We can continue to work in Management Center while the assignments are being created.

    If any errors occur during saving, view the Message Console window to identify the errors and the assignments that did not save. Any sales category that includes an error opens in the active work folder. Do not reload the list for the sales categories. We must resolve all errors for all open categories, such as removing duplicates assignments, before we can successfully save the catalog entry assignments again for all sales categories.


Related concepts
Catalogs tool
Sales catalogs
Catalog entries


Related tasks
Manage sales catalogs