The following describes the graphical user interface of the Product Information Management (PIM) module on the CloudBlue Connect platform. The following also outlines all available operations within this module. It is highly recommended to familiarize yourself with the PIM module description and understand the difference between items and products before following the instructions and guidelines below.
Attributes represent the core and foundation of the PIM module. However, each attribute should belong to a certain group that is defined on the Connect platform. Thus, it is required to configure at least one group before starting to work with your attributes. Once your group is defined, the system allows managing attributes via the Group Details screen.
Access the Group section of the PIM module and click Create Group at the top-right corner of the screen to start configuring a new group.
The Connect platform prompts to specify your group name and your group code from your distribution system. Once you provide your group name and its code, click the Create button to finalize your group configuration.
Therefore, the system allows creating attributes and assigning them to your configured group. When you access the Group Details screen, the system prompts you to add an attribute for your new group. Create new product-level or item-level attributes as described under the corresponding heading.
Access the Group Details screen by clicking on your created group name. The Group Details screen displays a list of your added attributes, provides group update and creation dates, and allows editing or deleting selected groups by using corresponding buttons at the top right corner of the screen.
Once your group features your configured attributes, the Connect platform allows managing your configured group and your added attributes as described below:
Click the Edit button at the top right corner of the Group Details screen to change a name or a code for your group. Click on the vertical ellipsis (⋮) icon and select the Delete option to remove your group. Note that the system allows removing groups only in case this groups does not include associated attributes.
Click on the edit icon next to your selected attribute to reconfigure this attribute and move it to another group if necessary.
The Connect platform also enables to reorder your attributes by using specific drag and drop buttons next to your selected attribute.
Note that the system also allows organizing your created groups by using the same drag and drop buttons from your Groups list.
The system displays a list of your defined attributes within the Attributes section of the PIM module. Add a new attribute to your attribute list by using an attribute creation wizard. Once your attribute is successfully configured, the system allows accessing your attribute details and preview the attribute value assignment.
Click the Add Attribute button from the Attributes section to launch the attribute creation wizard.
Follow the wizard steps to successfully configure a new attribute:
Click the Go to Details button to access your created attribute details screen. Otherwise, close the summary by clicking Close.
Click on your added attribute name to access the Attribute Details screen. This screen, as the name suggests, is used to review attribute details and provided attribute options.
Specified attribute information, such as your attribute name, identifier, scope and group are displayed under the General attribute details.
The Attribute Details screen can be also used to review attribute update and creation dates as well as associated users of your Connect account that created this attribute and updated it.
Your attribute type, placeholder and hint text or your specified dropdown list are displayed under the Control attribute details.
Note that the system also allows adjusting your created attribute by clicking the Edit button at the top-right corner of the screen. In case it is necessary to remove your attribute, click the vertical ellipsis (⋮) icon and select the Delete option.
The provided interface in the PIM module can be used to create classes as well as to manage attributes that are associated with your defined classes. Your created classes can also feature child classes or parent classes. Child classes inherit selected attributes from their parents. Furthermore, note that classes are essential for creating product categories. The following instructions demonstrate how to create a new class and how to configure attributes for your classes via the PIM module.
Navigate to the Classes section of the PIM module to access a list of your created classes. Click the Create Class button to start configuring a new class.
The system prompts you to select your class name and enter your class code from your distribution system. In case several classes are already created, Connect also allows specifying a parent class for your new class.
Click the Add button to finalize your class object creation. As a result, the system displays your new class in the Classes list. In case your created class have a parent class, the system provides the child class within its corresponding parent.
Once a new class is added, the Connect platform also enables you to manage your defined attributes that should be associated with your added class.
Click the Manage button above the presented attributes list to include and exclude your specified attributes.
Check or uncheck corresponding checkboxes to include or exclude your defined attributes from the list. Note, however, that the system doesn’t allow managing attributes that are inherited from the parent class. Inherited attributes are grayed out in the provided attribute list and it is impossible to check or uncheck them.
In case it is required to update your class name or specified code, click the Edit button within your class information. Note that currently it is impossible to change parent classes for your created classes.
Once your classes are successfully created and configured, the Category section of the PIM module allows creating product categories. Each category should be interconnected with a particular class. In addition, your created categories can feature child categories or parent categories. Therefore, you can define a hierarchy for your configured categories.
Access the Categories section and click the Add Category button to start creating a new category.
The system prompts you to specify a class that is associated with your new category. Furthermore, it is also required to enter your category name and code from your distribution system. In case several categories are already defined, you can select a parent category for your new category.
Click the Add button to finalize your category object creation. As a result, the system displays your new category in the Categories list. If your created category have a parent, the system provides the child category within its corresponding parent.
In case it is necessary to update your category name, associated class, code or specified parent category, click the Edit button above your category information.