Categories

Categories are used to logically segment products. Once created, products or sub-categories can be added to them. Categories, when displayed to the user, can include an image, a description, and can be visible only to users with the correct rights. Selecting the Categories link under the Products drop down menu will bring up the Categories Administration screen. New installations will show only an Add button. After Categories have been created they can be modified, deleted or made inactive.

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Figure A - Categories


If admin enters category where nothing is selected as default view neither for this category nor in any of its parent categories (parent, grand-parent etc.), this is how widget will be displayed:

Figure B - Catalog on category view


Widget for displaying visibility permissions contain:

  • Permission groups who are able to see this category- When flag ‘Visible to all’ is selected, permission groups lists are greyed out. When flag is not selected, user are able to select permissions for any user types, companies, markets, brands, permission groups.
  • Visibility of products in this category- When admin selects this check box and clicks on ‘Save’, permissions defined for this category will be copied to the products belonging to this category (not to its sub-categories.
  • Visibility of sub-categories- When admin selects this check box and clicks on ‘Save’, permissions defined for this category will be copied to the sub-categories and products belonging to this category (not to its sub-categories).

Figure C - Catalog on category view

If admin enters category where default catalog view has already been selected for one of its parents (direct parent, grand-parent etc.) she will not be able to change anything for this category. Admin will be able to enter parent category by clicking on the link.

Figure D - Catalog on category view, parent category


Following settings made by admin in Setup, when users enter particular category, SAP CPQ will check whether default catalog view is selected for particular category. If this category has default view defined (for itself or for its parent, grandparent etc.), this default catalog view will be applied. If no default view is applied for category, SAP CPQ will use current catalog view (when users log in to SAP CPQ, current catalog view is set to default catalog view defined on user type level).

Choosing an existing Category brings up the Category Properties page. Selecting Add brings up a blank Category Properties page.

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Figure E - Categories Administration - part 1


The properties that need to be defined are highlighted in yellow:
Category Name: Text limited to 50 characters
Category Description: Free style text can be added to provide a brief summary of the category or products within the category. Can contain HTML to enhance the description.
Rank (Integer): Order of appearance on Category page
Active (Checkbox): Check if active Category. Can activate or deactivate for testing or if categories are seasonal.
Effective dates: Determines the dates in which this category will be active.
Redirect to URL: When a user chooses this Category they will be redirected to the URL from this field. Only available when Product Redirection is allowed in Application Parameters.

Category Image

As an SAP CPQ admin, you can allocate up to three images per category (Mobile Only Image is explained further below). These images will appear only on the Categories page in Catalog on the user side.
The Category Image acts as the category’s main image and will always be displayed in the Catalog. You can use Additional Image 1 and Additional Image 2 options if you want to define additional images.

Additional images are not displayed by default. Admin can modify XSLT transformation so those images will be displayed in Catalog. To enable the display of those images in Catalog, go to Custom Category UI in UI Design in Setup.

When you click Add New, you will select the Category for which you want to define the images. Then you will select the XSLT file for transforming these images. As an admin, you can define your own transformation file, select the default file or change the default file as needed.

For this feature to work properly at this time, the appropriate transformation has to be applied for all categories in the Catalog. To do this, admins must go to Catalog Layout in UI Design and select the appropriate XSLT file.

The Mobile Only Image option is optimized for iOS mobile operating systems. When admins upload a photo here, the photo will be displayed in Catalog, but only on mobile computing platforms and only as part of the SAP CPQ application.

User Side

In order for the additional images to be visible in Catalog, select the Custom View option by clicking the Custom button with a wrench icon.

Note that the Additional Images feature is not available in Responsive Design.

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Figure F - Categories Administration - part 2


Attributes: Sets the attributes will be available to products in this category. In order for a product to use an attribute, it must be added to the category. You can avoid adding attributes to a category first by using the Product Setup Wizard, which does not require you to add attributes to the category before using them in a product.
Tabs: Defines which tabs will be available for products in this category. Ranks for each tab determine the order of appearance on the Product page within this Category.
Security: Determines which user groups will be able to see this category on the Categories page.
Sub-Categories - Lists any sub-categories that have been added to this category. You can add a new sub-category by clicking the Add a Sub-Category button.
In addition, the current category can be deleted along with all its sub-categories by clicking the Delete Category and all Sub-Categories button.

Managing Categories

Managing Categories allows administrators to create sub-categories within the directory. To do this, go to Setup and click Categories in the Product Catalog section. Click the Edit icon for the category you want and click Select to choose the category's Parent category (Figure G). Figure H shows you what your category (Appliances) will look like once you have placed it in a new parent category (Hardware).

Admin side

User side

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