Setting up a Product Collection
Product Collection Configuration
"Product Collections" allows you to curate and display specific sets/groups of products in your online store, creating a more organized and personalized shopping experience for your customers. Product collections could be new launches of products, products that contain similar characteristics, products that are back in stock, etc.
Where can product collection records be utilized?
Product collection records can be utilized to design your online store's home page using the "Page Template" menu in the Store Admin section. When designing the home page, you can customize the layout by managing widgets and features. Consider using Collections widgets to present product collections as a horizontal scroll bar or incorporate them into banner/image sliders for a visually appealing layout. These collection records can be managed in the Product Collection section within the Control Center configuration.
This KB article will walk you through the steps to set up product collections, define rules for product inclusion or exclusion, and understand the rule combinations "Any Are True" and "All Are True."
1. Reaching "Product Collections"
To reach "Product Collections," navigate to Point of Sale -> Pricebook -> E-Commerce. By clicking the "E-Commerce" menu on the left panel, you will reach the listing of the product collections by default.
Figure 1.1: Product Collection Records Listing
2. Adding a Product Collection
To add and set up a new product collection, simply click the "Add New" button. If you want to modify the existing record, click on that specific record or click on the Modify icon.
You need to set up the following sections for the product collection:
1. Collection Details
Name: Enter the name of the collection that will be displayed in the selection of collection records.
Description: Enter a brief description to identify the purpose of the collection.
2. Meta Information
- Meta Title: Enter the title of the collection.
It is displayed on search engine results pages (SERPs) and in browser tabs. Keep it under 60 characters for optimal display on search engines. - Meta Description: Enter a description (details) that provides a brief overview of the content on the page.
Limit it to around 150-160 characters for effective details and include the relevant keywords. - Meta URL Slug: Enter the URL details. The Meta URL Slug is the part of the URL that identifies the page's content.
It contributes to SEO and user understanding. Use hyphens to separate words for readability (e.g., "new-collection" instead of "productcategory"). - Meta Keywords (Comma Separated): Enter the relevant keywords. Meta keywords are used for SEO. Enter a few relevant keywords, separated by commas.
- Image: Upload an image relevant to the product collection.
Figure 2.1: "Product Collection Details"
3. Page Section Assignment & Collection Schedule
Set up the date ranges for collection as to when it will be visible and utilized.
4. Collection Items
Select the products to group/create a set as a collection. Define the criteria for product inclusion or exclusion. How to select and set up the rules is explained in Section 2.1 below:
2.1 Select Products to Create a Collection
To create a group of the products for the collection, which is a bunch of the products, you can select the products from the given attributes in the Rule Type attribute.
Figure 2.1.1: Select Rule Type (Attribute)
Now, by clicking the "Rule Type" drop-down, you will find the following attributes to select the specific products:
Products | Departments | Department Group | Category | Manufacturer | Brand | Tags
If you want to select the products by getting all the products in the list, select the Products attribute (rule type) and click the button in the "Values/Option" column.
Figure 2.1.2: Select Products
There will be a "No Item Selected" label for the first time as the products have not been selected yet. By clicking this button, a pop-up window (Manage Filters) will appear for the selected rule type.
Here, Products is selected, so you get all the products in the listing. There are a few filter options provided.
- You can search for a specific product by entering the product name in the Search... box.
- You can filter the list by selecting product type, such as All Items, Parent Only, Child Only, or Standalone. By default, All Items will be selected.
- You can filter the list by selecting Active, Inactive, or All Records. By default, the Active Only option will be selected.
Figure 2.1.2: Select Products for a Collection
To select the products from the list, you can simply check off the products' checkboxes one by one and move to the right side under Selected List. The products in the selected list will be grouped as collections.
Once you have selected the products, click the "Apply" button to save the selection. In a similar way, you can select another attribute, like department or category.
Selecting a Department
If you want to select the products from the department to set up as a collection, you will get the list of all the departments in a pop-up. If you already know the products in the department or want to create a collection by selecting the department(s), select them and move them to the right side under Selected List.
Figure 2.1.3: Departments
Selecting a Category
If you want to select the products from the category to set up as a collection, you will get a list of all the categories in a pop-up. If you already know the products in the category or want to create a collection by selecting the category, select them and move them to the right side under Selected List.
Figure 2.1.4: Categories
Some categories may contain child categories as well. If your intent is to select the products that are in the child category only, then you can select only the child categories. To select the parent category, you need to select the parent one.
You can select the products from the multiple attributes as well. i.e., if you want to set up a collection in which the products can be selected from a department and a category, you can select both attributes.
Figure 2.1.5: Attributes for a Collection
To add a rule type to select/unselect the products, click the "Add Rule" button to add a new one.
2.2 Setting up Operator & Rule Combination
Once you have selected the products or attributes, you need to decide whether you want to include or exclude them (overriding).
Operator:
In: The products will be considered for the collection.
Out: The products will be discarded (excluded) for the collection.
Figure 2.2.1: Attributes for a Collection
Rule Combination:
Any Are True: Products will be included if they meet at least one of the specified conditions.
All Are True: Products must meet all specified conditions to be included.
3. Selecting a Product Collection for the Home Page Design
When designing your online store's home page, consider selecting the appropriate collection records for widgets such as banners, image sliders, or horizontal scrolling collections.
You can design image sliders by selecting collections, categories, discounts, or products to set up on a slide.
Figure 3.1: Collection Widget
If you choose the "Collection" option, a pop-up named Select Collection will appear with the list of all available collections that have been set up in Product Collections (Control Center side). You can then select the desired one from the list.
If the collection includes age-restricted products, it will be displayed with an Age Restricted label.
Figure 3.2: Collection Widget
Likewise, you can choose a collection record for the collection widget to showcase products as a horizontal slider on the home page of your online store.
Figure 3.3: Collection Widget
In this way, you can create an engaging and visually appealing online shopping experience for your customers by setting up product collections.
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