Catalog Filter (Commerce Enhancement Pack)

Use this page to to exclude any of the products or categories in the master catalog that you do not want to sell at your specific store. You can also define additional or change existing percentage price adjustments on the products and categories you have selected to sell. (To adjust a fixed price already defined in catalog, or to adjust the price of kits and bundles, use the Product Management tools instead.)

The Catalog Filter presents the master catalog as an aggregated tree view of all products and categories available for sale from the store. The Catalog Filter consists of three parts: 

For help on the parts of the Catalog Filter, see the following sections:

Catalog tree

The catalog tree consist of various entries and icons indicating the status of the catalog tree entries. Entries in the tree can be expanded to display more entries below the selected entry. Selecting an entry in the tree displays a context-sensitive menu from which you can select various actions. The actions available from the menu depend on the type of catalog tree entry and the status of catalog tree entry. The status of a catalog tree entry is indicated by the icons appearing before the entry.

For more help on the parts of the catalog tree, see the following sections:

Catalog tree node types
The catalog tree displays the catalog, categories, and catalog nodes. This includes products, SKUs, bundles, and kits. 

Catalog tree icons

Entries in the catalog tree may have icons appearing before each entry. The following table provides the name and description of the icons that may appear before entries in the catalog tree:

Icon Name Description
explicit filter graphicExplicit filterThe catalog tree entry has had a filter applied to it explicitly. All tree entries below an explicitly filtered catalog tree entry inherit the filter applied to the selected tree node unless the nodes also have an explicit filter applied to them.

An explicit filter is applied when you include or exclude a catalog tree entry. An explicit filter is also applied when you change the inherited percentage price adjustment on catalog tree entries.

This icon will appear with the other icons shown in this table to indicate whether a product or category is included or excluded. Percentage price adjustments appear in square brackets after the product or category. If the filter is applied on a reseller category or product, or a supplier category or product with a reseller price override, then the reseller store name will appear in square brackets after the category or product.

Only catalog tree entries with this icon next to them can have their settings cancelled.

green check markIncluded product, SKU, kit, or bundleThis product, SKU, kit, or bundle is included for sale in the store.
red xExcluded product, SKU, kit, or bundleThis product, SKU, kit, or bundle is excluded from being sold in the store.
closed folderCollapsed  categoryA catalog category which has not inherited an adjustment from a higher node in the catalog tree. This category and everything below it are not for sale. This category can be expanded.
closed folder with green check markIncluded collapsed or expanded  categoryIf collapsed, child products and categories beneath this category are for sale in the store unless they are explicitly excluded from being sold.

If expanded, a catalog category for which the Catalog Filter tree has been expanded. Child products and categories beneath this category are for sale in the store unless they are explicitly excluded from being sold.

closed folder with red xExcluded collapsed or expanded categoryIf collapsed, a catalog category for which the Catalog Filter tree has not been expanded. All child products and categories beneath this category are excluded from being sold in the store. 

If expanded, a catalog category for which the Catalog Filter tree has been expanded. All child products and categories beneath this category are excluded from being sold in the store.

open folderExpanded  categoryA catalog category for which the Catalog Filter tree has been expanded. This catalog category has not inherited an adjustment from a higher node in the catalog tree. This category and everything below it are not for sale.

Catalog tree actions

The following actions may be available by clicking on entries in the catalog tree:

Include
Includes for sale in the store the selected catalog tree entry and any catalog tree entries below the selected catalog tree entry. Including the catalog, a category, or product displays the Include dialog which allows you to apply a percentage price adjustment on the node you are including. The Include dialog does not display if you choose a reseller category or product to include for sale in the store.
Exclude
Excludes the selected catalog tree entry and catalog tree entries belonging to the selected catalog tree entry from being sold in the store. This option is only available if the selected catalog tree entry is currently included and has an included parent catalog tree entry. You can only exclude a node, if a parent node is included at a higher level.
Set Price Adjustment
Changes the percentage price adjustment for the catalog, category, or product. To override and set the price for products, SKUs, kits, or bundles, use the Product Management tools. 
Calculate Price
View the actual store front price customers will see for a product. The price displayed includes any percentage price adjustment applied to the product. The calculated price is only available and accurate after you have saved any changes made to the Catalog Filter. 
Cancel Settings
Removes the explicit filter on a catalog tree entry. The selected catalog tree entry and any entries below the selected catalog tree entry inherit the filter setting from the selected entry's parent entry unless there is an explicit filter on a catalog tree entry.

Cancel Settings is only available when the explicit filter icon icon appears before a catalog tree entry.

Expand
Expands this catalog tree entry to display catalog tree entries belonging to the selected catalog tree entry. Large categories will take longer to expand than smaller categories as the information is retrieved from the server.
Collapse
Collapses the catalog, category, or product to hide products and categories belonging to the node selected.

Actions available for catalog tree entry types

The actions available depend on the type of entry selected in the catalog tree. The following table shows the type of entries in the catalog tree and actions available for each entry type:

Note:*Cancel Settings is only available when the explicit filter icon icon appears before a catalog tree entry.

Catalog tree entry type Actions available if entry is included
(entry preceded by green check mark, closed folder with green check mark, or open folder with green check mark)
Actions available if the entry is excluded
(entry preceded by red x, closed folder with red x, or open folder with red x)
Actions available if no inclusion or exclusion is indicated
(entry is preceded no icons, closed folder, or open folder)
Catalog
(root category of the catalog tree)
  • Set Price Adjustment
  • Cancel Settings*
Not applicable - the root of the catalog tree cannot be excludedInclude
Category
  • Set Price Adjustment
  • Exclude
  • Cancel Settings*
Cancel Settings*Include
Product, kit, or SKU
  • Set Price Adjustment
  • Exclude
  • Calculate Price
  • Cancel Settings*
Cancel Settings*Include
Bundle or kit
  • Exclude
  • Calculate Price
  • Cancel Settings*
Cancel Settings*Include
Product, kit, or SKU with a price override (using the Product Management tools)
  • Exclude
  • Calculate Price
  • Cancel Settings*
Cancel Settings*Include
Reseller category
  • Exclude
  • Calculate Price
  • Cancel Settings*
Cancel Settings*Include (The Include dialog does not display when including this catalog tree entry type.)
Reseller product, kit, or SKU catalog entry
  • Exclude
  • Calculate Price
  • Cancel Settings*
Cancel Settings*Include

Include dialog

Use this dialog to set the percentage price adjustment on a catalog, category, or product you wish to include to sale in the store. The percentage price adjustment applies to all child products and categories unless a child product or category has an explicit filter applied to it. This dialog has the following fields and buttons:

%
Type a number for the percentage amount you want to adjust the catalog price for the child products under the node you are including. To include a node without adjusting the price, enter a value of  0 (zero) in this field.
Markup/Markdown
Use this pull down field to choose whether the percentage adjustment increases or decreases the price by the entered number. Markup indicates the price will be increased by the entered percentage, while Markdown indicates the price will be decreased by the entered percentage.
OK
Click this button to apply the percentage price adjustment to the node you are including. The catalog tree is refreshed to indicate the products and categories that are now included and the percentage price adjustment applied to the products and categories under the node being included.
Cancel
Click this button to dismiss the Include dialog. The node is not included for sale in the store nor is any percentage price adjustment applied to the products or categories belonging to selected node.

Set Price Adjustment dialog

Use this dialog to change the percentage price adjustment on an included node. The percentage price adjustment applies to all products and categories in the node unless a product or category has an explicit filter applied to it.

This dialog has the following fields and buttons:

%
Enter a number for the percentage amount you want to adjust the catalog price for the products and categories in the node for which you want to change the percentage price adjustment.
Markup/Markdown
Use this pull down field to choose whether the percentage adjustment increases or decreases the price by the entered number. Markup indicates the price will be increased by the entered percentage, while Markdown indicates the price will be decreased by the entered percentage.
OK
Click this button to change the percentage price adjustment on the node you are including. The catalog tree refreshes to indicate the new percentage price adjustment on all products and categories in the node for which you changed the percentage price adjustment.
Cancel
Click this button to dismiss the Set Price Adjustment dialog without changing the percentage price adjustment on the node.