Deploying Guided Selling

To add guided selling products to the deployment package and deploy them, follow the steps below.

  1. Create a deployment package as explained on the Deployment Packages page: select Guided Selling in Package Component and click Add.
    A new page displays.
  2. In Name, define a name for the package.
    The name of the package component is automatically added as a prefix to each guided selling product name in the package, making it easier to discern which products belong to which package component.
  3. (Optional) In Description, enter a description for the package.
  4. In Guided Selling Product, click Add Product.
    A pop-up appears, displaying all guided selling products in the system.
    1. Select the checkboxes next to the guided selling products you want to add.
    2. Click Add Selected.
      The selected guided selling products are displayed in Guided Selling Product.
  5. Click Checklist next to each selected guided selling product to view the Product Sending Checklist for the product in question.
  6. (Optional) In Product Sending Checklist, deselect the items you want to exclude from the package.
    Rules, messages, images and styles, scripts and shipping methods can be safely excluded from the package.
  7. Click Add to Package.
    The package component displays in the Deployment Package Component section on the Deployment Packages tab.
  8. Click Save.
    The package containing guided selling products as a package component displays in the grid on the Deployment Packages tab.
  9. Deploy the package as explained on the Deployment Packages page.

Data Sent to the Destination Environment

When deploying guided selling products, the following data is sent to the destination environment:

  • product name
  • product description
  • product part number
  • permissions and effectivity dates
  • additional formulas
  • configuration layout (tabs, order of attributes)
  • responder layout
  • product details layout
  • rules (you can choose not to send them)
  • messages (you can choose not to send them)
  • images and styles (you can choose not to send them)
  • scripts (you can choose not to send them)
  • attributes (attributes flagged as personally identifiable information and/or sensitive information retain these flags after the deployment process)
  • attributes values
  • categories
  • product types
  • user types
  • shipping methods (you can choose not to send them)
  • replacement products

Container attributes are sent to the destination environment for all newly created containers. However, if you make changes to the existing container attributes, you will have to manually update them in the destination environment.

More information
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