[In the explorer]

• Choose the “Explore structure” explorer to browse the collections, or
• Choose the “Explore labels” explorer to browse the labels

  [In the “Explore Structure” explorer]

• Select the catalog or the collection for which you want to see the content

  or

  [In the “Explore Labels” explorer]

• Select the label for which you want to see the content, or select “(none)” for viewing all products which are not associated to a label

  [In the table header]

• Filter on the table columns in order to refine the list of products.

In order to specifically open one specific product:

[Once you have opened a set of products]

• Select one or multiple products by ticking the associated checkbox.

  [Via the “Table toolbar”]

• Execute the “Add to selection” function.
• As a result, the selected products are added to the explorer entry “Explore Selection”.
  [Via the “Selection” explorer]:

  Open the product by clicking on its name or description. This will open the product in the Product 360 flyer

Once a specific product has been opened, the following information are available:

For Standard Items, the following additional fields are available:

Save

• Save the current state of the tab content if possible.

  Reload

• Reload the current tab content with the last values.

  Save & Close

• Save the current state of the tab content if possible and close the flyer.

  Discard & Close

• Close the tab without saving. Only the modifications from the last Save are kept. The last Save could be either manual (Save button) or automated.
  Tip: The current content of a tab is automatically saved when moving to another tab.

PROPERTIES TAB

Following information are available:

For Standard Items, the following additional fields are available:

BUSINESS PROPERTIES TAB

This tab allows you to manage business properties sets attached to the product, and to define values for related business properties

In order to manage business property sets attached to the product in the Manage Business Property Set section:

• Add a Business Property Set:
  • Select the Business Property Set workspace
  • Type the Business Property Set name in the Add menu
  • Click on the + button
• Delete a Business Property Set:
  • Select the Business Property Set in the Delete menu
  • Click on the - button

The table on the bottom of the flyer shows the Business Property Sets attached to the product with the associated Business Properties and Values (one line per Business Property).

The table offers the following capabilities:

• Filter on each column by using filters in each colum header
• Edit the Business Properties values

PRODUCT LINKS TAB

This tab allows you to manage links between the current product and other products. In order to manage the content of the flyer, in the Show Links section:

• Select the hierarchy of the relationship between products with the Direction menu
• Select the link type that is currently used with the Link menu
  • Affects the link type that will be used when you add new relationships between products
  • Affects the relationships that are displayed in the grid at the bottom of the flyer
• Select the hierarchy of the relationship between products with the Direction menu
  • Parent to Children means that you will manage relationships where the current product is the parent
  • Child to Parents means that you will manage relationships where the current product is the child
  • Affects the link direction that will be used when you add new relationships between products
  • Affects the relationships that are displayed in the grid at the bottom of the flyer

In order to manage business property sets attached to the product in the Manage Business Property Set section:

• Add a Business Property Set:
  • Select the Business Property Set workspace
  • Type the Business Property Set name in the field menu
  • Click on the + button
• Delete a Business Property Set:
  • Select the Business Property Set in the Delete menu
  • Click on the - button

In order to add links between products in the Add Link section:

• Add a Product Link by:
  • Selecting in the Class menu the class of the product to link with the current product
  • Selecting in the Workspace menu the workspace of the product to link with the current product
  • Typing the product name in the Product field
  • Clicking on the + button

The table on the bottom of the flyer shows products linked to the product with the associated Business Properties and Values (one line per product).

The table only shows product linked with the right Product Link and the right direction, as defined in the Show Links section.

The table offers the following capabilities:

• Filter on each column by using filters in each column header
• Edit the following line values
  • Quantities
  • Units
  • Business Properties
• Delete lines in the table by using the corresponding action button
• Move lines in the table by using the corresponding action button

PRICING TAB

This tab allow you to manage prices of the current product.

In order to manage the content of the pricing grid that is shown at the bottom on the page:

• [In the first section]
  • Change the current period in the Period menu
  • Change the current pricing method in the Pricing Method menu
  • Change the current currency in the Currency menu
  • Change the current range in the Range menu

    [In the Show/Hide Aliases section]

• Show Aliases by selecting lines in the Hidden Aliases list, and by clicking on the Move to the right button
  • Hide Aliases by selecting lines in the Shown Aliases list, and by clicking on the Move to the left button
  • You can show/hide all aliases by using Move all to the right / Move all to the left buttons
  • You need to click on OK to apply your changes
  • You can click on Clear to empty the selected Aliases

The table on the bottom of the flyer shows prices and aliases values for the current currency, pricing method, range and period, as defined in the flyer.

The table offers the following capabilities:

• Edit the following line values
  • Alias Operator
  • Alias value
  • Price value
• Delete lines in the table by usng the corresponding action button

DISCOUNTS TAB

This tab allow you to manage discounts of the current product.

In order to manage the content of the discount grid that is shown at the bottom on the page:

• [In the first section]
  • Change the current period in the Period menu
  • Change the current discount method in the Discount Method menu
  • Change the current currency in the Currency menu
  • Change the current range in the Range menu

    [In the Show/Hide Aliases section]

• Show Aliases by selecting lines in the Hidden Aliases list, and by clicking on the Move to the right button
• Hide Aliases by selecting lines in the Shown Aliases list, and by clicking on the Move to the left button
• You can show/hide all aliases by using Move all to the right / Move all to the left buttons
• You need to click on OK to apply your changes
• You can click on Clear to empty the selected Aliases

The table on the bottom of the flyer shows discounts and aliases values for the current currency, discount method, range and period, as defined in the flyer.

The table offers the following capabilities:

• Edit the following line values
  • Alias Operator
  • Alias value
  • Discount type
  • Discount value
• Delete lines in the table by using the corresponding action button

RICH MEDIA TAB

This tab allow you to manage rich media objects of the current product.

You can add different types of rich media elements to your product. In order to add an image, proceed as follows:

[Using the “Explore rich media” explorer]

• Select “Images” in the Media Type menu.
• Expand the “Images” folder.
• Navigate through all subfolders.
• Click on a subfolder to view its’ content.

  [Using the “Explore rich media” explorer]

  • Once you have found the image of interest, drag & drop it to the “Image” cell in the rich media table..

    [Using the “Rich Media Table”]

• If necessary, you can add a URL to the image. In order to do that:
• Click on the image
• In the popup, enter the URL and click on OK.

In order to add text, proceed as follows:

[Using the “Rich Media Table”]

• Click on the “text” cell associated to the element of interest. In the popup:
  • Enter the text
  • Optionally, enter a URL
  • Click OK

In order to add a file, proceed as follows:

[Using the “Explore rich media” explorer] How to:

• Select “Files” in the Media Type menu.
• Expand the “Files” folder.
• Navigate through all subfolders.
• Click on a subfolder to view its’ content.

  [Using the “Explore rich media” explorer]

  • Once you have found the file of interest, drag & drop it to the “Files” cell in the rich media table..

    [Using the “Rich Media Table”] - If necessary, you can add a title to the file. In order to do that: - Click on the file - In the popup, enter the title and click on OK.

In order to add a plugin, proceed as follows:

[Using the “Explore rich media” explorer]

• Select “Plugins” in the Media Type menu.
• Expand the “Plugin” folder.
• Navigate through all subfolders.
  
  

  [Using the “Explore rich media” explorer] - Once you have found the plugin of interest, drag & drop it to the “Plugin” cell in the rich media table.

  [Using the “Rich Media Table”] - In order to add parameters to the plugin (necessary to embed it in an HTML structure): - Click on the plugin - In the popup, enter the parameters and click on OK.

In order to add a report, proceed as follows:

[Using the “Explore rich media” explorer]

• Select “Reports” in the Media Type menu.
• Expand the “Reports” folder.
• Navigate through all subfolders.
• Click on a subfolder to view its’ content.

  [Using the “Explore rich media” explorer]

  • Once you have found the report of interest, drag & drop it to the “Reports” cell in the rich media table.

    [Using the “Rich Media Table”]*

• Click on the report

  [In the popup] - Enter the report title - Enter the report entry point - Specify the output format - Enter additional parameters - Click OK

In order to remove a unique element (image, file or text) for an individual product, proceed as follows:

How to: [Using the “Rich Media Table] - Click on the “image”, “file”, “text”, “plugin” or “report” you would like to remove. In the popup: - Tick the “clear cell” checkbox - Click OK.

TRANSLATE TAB

This tab allows providing translations associated with the current product. In order to translate an individual product from the translate tab:

[In the grid menu]

• Select the “Source” language in the corresponding dropdown list.
• Select the “Destination” language in the corresponding dropdown list.

  [In the translations table]

• Enter the destination translation for all to be translated elements in the “To” column

  [In the menu toolbar]

• Save

[Via the “Explore structure” explorer]

• Choose the catalog or a collection inside which you want to add a child collection by clicking on its icon. [Via the explorer toolbar]

• Click the Add button and select "Product Collection" from the drop down list.

  [Via the “popup window”]

• Choose “Create New”
  • Enter a name and a description for the collection you would like to create. Click “Add” or “Add & Open” in order to add the collection to the catalog tree.
• The collection is created and added to the structure.

  [Via the menu toolbar]

• Save.

In order to add an existing collection (from another catalog for instance) to the catalog structure, proceed as follows:

[Via the "Explore structure" explorer]

• Choose the catalog or a collection inside which you want to add a child collection by clicking on its icon.

[Via the explorer toolbar]

• Click on the "New Product Collection" button.

[Via the "popup window"]

• Choose "Reuse existing"
• Choose a workspace
• (optionally) Choose a user type
• Enter part of the collection name or description and choose it in the proposed list. Hit "Add" or "Add & Open" in order to add the collection to the catalog tree.
• The collection is added to the structure.
  • [Via the menu toolbar]
• Save.

• Create it on the fly, or
• Look it up from within the product repository

In order to create a new product and add it to your collection or to a specific label:

[Via the “Explore structure” explorer]

• Choose the whole catalog or the specific collection to which you want to add the product.

  [Via the explorer toolbar]

  • Click on the “New” button corresponding to the type of product you would like to create (standard item, sales product, and Configuration Process).

    [Via the “popup window”]

• Choose “Create new”
  • Enter a name and a description for the product you would like to create. Hit “Add” or “Add & Open” in order to create the product
• The product is created and added to the collection. [Via the menu toolbar]
• Save.
  Tip: Using the “Add & Open” button will lead you to the Product 360 flyer.

In order to quickly add an existing product to your collection:

[Via the "Explore structure" explorer]

• Choose the whole catalog or the specific collection to which you want to add the product.

[Via the explorer toolbar]

• Click on the "New" button corresponding to the type of product you would like to create (standard item, sales product, and Configuration Process). [Via the "popup window"]
• Choose "Reuse existing"
• Choose a workspace
• (optionally) Choose a user type
• Enter part of the product name or description and choose it in the proposed list. Hit "Add" or "Add & Open" in order to add the product to the catalog tree.
• The product is added to the collection.

[Via the menu toolbar]

• Save.

In order to quickly add a complete list of products in the repository to a collection:

[Via the "Explore Structure" explorer] - Open the collection or the catalog in which the products need to be added

[Via the "Filter Objects" explorer] - Specify the workspace - Specify the type - (optionally) Specify a part of the name - (optionally) Specify a part of the description - (optionally) Specify a user type - (optionally) [Via the "Filter Objects" explorer] - Click on the "more" button if more conditions need to be specified - (optionally, for each condition to be added) - Click on the "Add Condition" button

[In the popup]

• If the condition concerns a business property value associated to the products to be retrieved:
• Choose "Search for products based on Business Properties"
• Enter a part of the business property name or description and choose the desired property in the list
• Select the operator
• [If the business property type is not "object"] - Enter a value
• [If the business property type is "object"] - Enter a workspace, type and name.
• Hit "Add condition"
  • If the condition concerns a price range associated to the products to be retrieved:
• Choose "Search for products based on prices"
• Enter a part of the pricing method name or description and choose the desired method in the list
• Choose the range
• Choose the currency
• Select the operator
• Enter a value
• Hit "Add condition"
  • If the condition concerns child products of the products to be retrieved:
• Choose "Search for products which are parents of …"
• Enter a part of the child product name or description and choose the desired product in the list
• Choose the type of link which has to be used to look up the parent products
• Hit "Add condition"
  • If the condition concerns parent products of the products to be retrieved:
• Choose "Search for products which are children of …"
• Enter a part of the parent product name or description and choose the desired product in the list
• Choose the type of link which has to be used to look up the child products
• Hit "Add condition"

[In the "Filter Objects" explorer] - Hit the "Search" button - Select all or a subset of the retrieved products by using the checkbox - Drag & drop the selected products from the "Filter Objects" explorer to the catalog or collection table content. - [In the menu toolbar] - Save

In order to import products into your collection:

[Via the menu toolbar]

• Click on the "import" button.

[In the "popup"]

• Indicate the CSV delimiter used in the import file. Default value = ";"
• Indicate the list delimiter used in the import file. Default value = "~"
• Indicate the decimal separator used in the import file.
• Indicate the import file encoding format.
• Choose the CSV file to be imported.
• Click "ok".
  • The import process starts. This is an asynchronous process and you can continue to model. The Designer will inform you automatically when the process is completed.

[Via the menu toolbar]

• Save.

Tip: As of release 8, the file structure to be imported has been updated in order to allow the automatic import of the catalog structure as well as the products inside. Therefore, the file will have 2 sections "Structure" and "System Properties". The first one creates the structure of the catalog by indicating each time "parent" and "child". The second one specifies the system properties for every collection and product.

Eg: Structure: catalog1 ; collection1Structure: catalog1 ; collection2Structure: catalog1 ; label1Structure: collection1 ; product1Structure: collection1 ; product2Structure: label1 ; product1System Properties for catalog1System Properties for collection1System Properties for collection2System Properties for label1System Properties for product1System Properties for product2

The generic structure to be used is the following: Action(U/I/D);Type;Wks;Class;Name;Description;User Type;Customize;Valid From;ValidTo;Child Wks;Child Class;Child Name

[In the product table]

• Select one or multiple products to be removed from the collection.

  [Via the table toolbar]

• Click on the “delete line” button.
  • A popup will indicate “Please confirm that you want to remove the selected products from the collection”.

    [In the popup]

  • (optionally) Check the checkbox “Remove products from label too”. This checkbox allows you to remove the selected products from any label they have been associated with.
    • Click OK.
  • If the removed products are not referenced anymore (by a collection, by a label or by other projects), a second popup will appear, allowing you to define whether the chosen products should be kept in the repository or deleted permanently.

    [In the popup]

  • If you want to “keep” a product, use the associated “<” (or “<<” for all products) button to put it in the “Keep” section.
  • If you want to “delete” a product, use the associated “>” (or “>>” for all products) button to put it in the “Delete” section.

    [Via the menu toolbar]

• Save.

[In the explorer]

• Activate the “Explore labels” tab [In the “Explore labels” tab]
• Select the label by clicking on its icon or description

  [Via the “popup window”]

• Choose “Create new”
  • Enter a name and a description for the label you would like to create. Hit “Add” or “Add & Open” in order to create the label
• The label is created and added to the catalog.

  [Via the menu toolbar]

• Save.

In order to quickly add an existing label to your catalog:

[In the explorer]

• Activate the "Explore labels" tab

[In the "Explore labels" tab]

• Select the catalog by clicking on its icon or description

[Via the "popup window"]

• Choose "Reuse existing"
• Choose a workspace
• (optionally) Choose a user type
• Enter part of the label name or description and choose it in the proposed list. Hit "Add" or "Add & Open" in order to add the label to the catalog.
• The label is added to the collection.

[Via the menu toolbar]

• Save.

In order to view all products belonging to a label:

[In the explorer] - Activate the “Explore labels” tab

• [In the “Explore labels” tab]
  • Expand the catalog tree and select the label of interest by clicking on its name or description
  • All associated products are shown in the product table

In order to view all products belonging to a label inside a collection:

• How to: [In the explorer] - Activate the "Explore Structure" tab

  [In the "Explore Structure" tab] - Open the collection of interest by clicking on its name or description

  [In the product table]

  • Choose the label of interest by filtering the "label" column
  • The product table is filtered and only shows products associated with the chosen label

In order to apply a label to a subset of products in your collection:

[In the product table] - Select one or multiple products that you want to associate with a label.

[Via the table toolbar]

• Choose the specific label of interest using the “Apply label” function
• The chosen products are now associated with the chosen label.

  [Via the menu toolbar]

• Save.
  Tip: Products can be associated with multiple labels.

In order to remove a label from a subset of products:

[In the product table]

• Select one or multiple products for which you want to remove the label.

  [Via the table toolbar]

• Click on the function “Remove from label”
• The label is now removed from the chosen products.

  [Via the menu toolbar]

• Save.

In order to delete a label:

[In the “Explore labels” explorer]

• Select the label of interest either by using its icon or by its name

  [Via the table toolbar]

• Click on the function “Delete”
• In the confirmation popup, click “OK”.
• A new popup arrives

  [In the popup]

• If you want to delete the label permanently, click “Delete”.
  • If you simply want to remove the label from this catalog, but keep it in the repository, click “Keep”.

    [Via the menu toolbar]

• Save.

When deleting a label, its content will not be deleted.