Product Documentation
Product Documentation
To have your products appear in a specific order within a category, you can assign a numerical value in the "Product Order" field. While there are many ways you can update this product field in the operations portal, this help page will show how to mass update product order by import. To do this, navigate to the "PIM" section.
Choose "Products". In order to access and update products and category assignments, you will need to be set up either as an “administrator” or a “superuser”, or have the roles of: “productView”, “productEdit”.and “categoryEdit”.
Select the "Category Assignment" tab.
To update product order, we will need to include the "Product Order" column to the grid. Click "Show/Hide" icon.
Choose the columns that are needed for your import. When updating product order by import, the required columns are "Product Order" and "Code". In this case, we are exporting the Product Order, Code, Name, Category 1, and Category 2 columns. We have included the name and category columns in order to view additional product data before importing.
Click into the category filter, and type to search on the category for which you would like to update product order. You can also choose to update all categories and leave the category filter blank - but for this example, we are choosing the "insulation_foil" category.
To export the data in the grid, click "File".
Click "Export". This export will have the header row for importing data back into the system when using the "Data" screen.
Click "Save" to save the file to your computer. You can also choose to rename your export before clicking save, by clicking into the field and typing the name. If you are exporting a large amount of data, it may take a small amount of time to complete the export. The file will download and save to your computer.
You can see in this sample export, you now have the header row that is needed to import data and also the data from the category assignment grid. Since we are only updating product order at this time, the only columns that should be kept for the import are "code" and "productOrder". Once the sheet has been updated, you will want to remove any columns you will not be updating with the import.
The product "code" is required as it is the identifying factor for matching product information.
The "name" column is not required, but the information can be helpful when updating product data. If included in the import, any changes will be updated. If you do not wish to include "name" with the import, just remove the column before importing.
The "category" columns are not required, but the product category assignments can be helpful when updating product order. If included in the import, no changes will be made with this import as this import is only for updating product data. If you do not wish to include any category columns with the import, just remove the columns before importing.
The "productOrder" column contains the numerical values of the product order. If you would like a product to appear at the top of the page, the product order value would be the lowest number - which is "0". If you have a product that you would like to see at the bottom, you would use the highest number.
Once you have entered the data that you would like to update, save your spreadsheet as .CSV file which is spreadsheet compatible and your file is ready to import. Be sure the spreadsheet you are using only contains the data that you would like to update by import. If you remove data from a cell, the data imported into the system will be blank for that field on that product. For this import, we are only using the "code" and "productOrder" columns and have removed the others.
To import your updated spreadsheet, select the "Data" tab.
Choose "File".
Since we are only updating product information with this import, we want to choose the import option of "Default Product Mapping Update Only".
Once you select your import option, you will be prompted to choose and upload a file from your computer. Choose the .CSV file you would like to import. Please be sure that you select the correct file, as there are no rollbacks for imports. An import message will appear letting you know that the import file is in process and to check back in a few minutes for the imported data. If you are importing large amounts of data, it may take a short amount of time to complete. The import will continue to run in the background.
Once the import is complete, you will receive an email with the report of your import. If you reload the commerce site after the import is complete, you can verify that the product order has updated.
