Associating Products with Subcategories in Drill Categories

For Web Commerce Level 2 sites, use drill categories, or drill downs, and subcategories to organize the products you offer for sale on your web site. Associate products with the last subcategory in a drill path. Your customers can find the products they want by clicking the preceding category and subcategories. For example, your customers may click Electrical Products, then Electrical Sundries to see a list of sundry products like couplings, clamps, and connectors.

You can associate products using the following:

To associate products with a customer-specific subcategory:

  1. From the Maintenance menu, select Customer and open a customer maintenance record.

  2. From the Orders menu, select Remote Order Entry Parameters to display the Remote Order Entry Parameters window.

  3. From the Edit menu, select WOE Information to display the B2B/WOE Remote Order Entry Parameters window.

  4. From the Edit menu, select Web Order Entry Drills to display the WOE Drill Down Maintenance window.

  5. In the Drill Down area, expand the customer file and select the subcategory to which you want to associate products.

  6. If the WOE Drill Meta Information Maintenance window does not display automatically, right-click on the Description in the right-hand pane and select Meta Information.

  1. In the Meta ID column enter an Eclipse product number, family, keyword, or PDW Meta ID of the product you want to assign to the subcategory. The system displays the other field information.

For a...

Enter a...

The system displays...

Product family

ampersand (&) followed by all or part of the family name.

The product family description and ID. All products in the product family are associated with this product subcategory.

Note: To display a product family in Web Commerce, set the Branch/Territory field in Product Family Maintenance to All.

Keyword

exclamation point (!) followed by the keyword.

The keyword in the Meta ID field and the actual keyword in the Values field. All products with this keyword in their product description are associated with this product subcategory.

Meta ID

Meta ID proceeded by a period (.).

The Meta ID and Meta Description. All products in the PDW using this Meta ID are associated with this product subcategory.

Note: When entering an exact meta ID, for example, .2345, the system validates the entry. It does not accept your entry if it cannot validate it.

  1. Repeat steps 6 and 7 to associate additional products.

  2. Save your changes and save the customer record.

  3. Open the same customer record in Eterm, navigate to the WOE Drill Meta Information Maintenance screen, and use the Re-Build Cache hot key to calculate the number of products in the subcategory.

This number displays in parentheses next to the subcategory name, when it is listed on the Web Commerce main shopping cart page.

To associate products with a company-wide subcategory:

  1. From the System > Custom > Add On Products > Web Commerce > Web Drills menu, select Web Drill Down Maintenance to display the WOE Drill Down Maintenance screen.

  2. Using the Drill Path area, locate the subcategory to which you want to associate a product.

  3. If the WOE Drill Meta Information Maintenance window does not display automatically, right-click on the Description in the right-hand pane and select Meta Information.

  4. In the Meta ID field enter an Eclipse product number, family, keyword, or PDW Meta ID. The system displays the other field information.

For a...

Enter...

The system displays...

Product family

an ampersand (&) followed by all or part of the family name.

The product family description and ID. All products in the product family are associated with this product subcategory.

Keyword

an exclamation point (!) followed by the keyword.

Keyword in the Meta ID field and the actual keyword in the Values field. All products with this keyword in their product description are associated with this product subcategory.

PDW Meta ID

a Meta ID proceeded by a period (.).

The Meta ID and Meta Description. All products in the PDW using this Meta ID are associated with this product subcategory.

Use the Multiple Values button to save, clear, or recall a list of items comprising a Meta ID field entry.

  1. Repeat steps 3 and 4 to associate additional products.

  2. Save your changes and exit the window.

  3. From the Edit menu, select Rebuild Cache to calculate the number of products in the subcategory.

This number displays in parentheses next to the subcategory name, when it is listed on the main shopping cart page.

Note: When you change product associations, use the Rebuild Cache option to recalculate the number of products and add the products to the subcategory.

See Also:

Product Categories and Subcategories on Your Web Site