(Enterprise)

Create a catalog filter

We can assign a catalog filter to a contract to define the product set customers are entitled to purchase from. We can also use a catalog filter in a price rule Catalog Condition to set pricing for a specific part of the catalog.

Before beginning

• To learn more about catalog filters, read Catalog filtering.

• If we are planning to use catalog filters with contracts, read Catalog filter assignment and contracts.

Procedure

1. Open the Catalog Filter and Pricing tool.

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

3. Set the catalog filter properties.

   Option	Description
   Name	Name for this catalog filter.
   Description	Enter text that helps you understand the catalog filter without having to open it.

4. Optional: To add categories to the catalog filter: Notes:

   • By default, all the categories in the catalog are included into the catalog filter.

   • We can exclude each category individually or exclude the entire catalog.

   • When you include or exclude a category, all subcategories and catalog entries in that category are also included or excluded. We can explicitly include or exclude specific subcategories.

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

   2. Use one of the following methods to add the categories to the catalog filter:

      Option	Description
      Tree view	To add categories individually: Expand the catalog. Go to the category we want to include or exclude, then right-click the category, and select Include or Exclude. To add the entire catalog, right-click the entire catalog, and select Include or Exclude.
      List view	Find the category we want to manage in the catalog filter. Drag the category to the Categories table. In the Filter Type, select Include or Exclude from the list.

      Tip: In the utilities view, we can select multiple catalog entries using either Ctrl+Click or Shift+Click, and then drag the entire set into the catalog filter at once.

5. Optional: Apply conditions on categories in the catalog filter.

   We can apply conditions on the categories you added to the catalog filter to explicitly include properties or attributes of the catalog entries under the category.

   1. In the Tree view, click the category you included or excluded. Alternatively, in the List view, select the category you included or excluded in the Categories table.

      Note: We cannot create a condition against a category that is not added to the catalog filter.

   2. In the Condition groups table, create a condition group. The condition group contains the name for the condition. A category can have one or more condition groups, and each condition group can contain one or more attributes and properties conditions.

   3. Specify the attributes or properties conditions.

      Note: Select the category in the Category table; then select the Condition groups table before you define the conditions.

      • From the

        

        list, select Attribute Dictionary Attribute or Property.

      • In the Attributes and properties conditions table, specify your value.

6. Optional: To add catalog entries to the catalog filter:

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

   2. Find the catalog entry we want to add to the catalog filter.

   3. To include catalog entries in the catalog filter, drag the catalog entries to the Catalog Entries to include table. Tip: We can also include catalog entries by using Find and Add.

   4. To exclude catalog entries from the catalog filter, drag the catalog entries to the Catalog Entries to exclude table.

7. Click Save and Close.

Related tasks
Manage catalog filters

Related reference
Scenarios for using catalog filters