Manage items, item categories, item attributes, and units of measure

  • 6 minutes

When customers inquire about an item, either in correspondence or in an integrated web shop, they might ask or search according to characteristics such as height and model year. To provide this customer service, you can assign item attribute values of different types to your items, which can then be used when searching for items.

You can also assign item attributes to item categories, which then apply to the items that use the item categories.

If you attach pictures to items, the Image Analyzer extension can detect attributes in the image, and suggest the attributes so you can decide whether to assign them. The extension is ready to go. You just need to enable it.

Create item attributes

To create new item attributes, complete the following steps:

  1. Choose the  Search for Page icon, enter Item Attributes, and then select the related link.

  2. On the Item Attributes page, choose the New action.

  3. On the Item Attribute page, fill in the fields as necessary. You can hover over a field to read a short description.

Create values for item attributes

To create values for item attributes, complete the following steps:

  1. Choose the  Search for Page icon, enter Item Attributes, and then choose the related link.

  2. On the Item Attributes page, select an item attribute of type Option that you want to create values for, and then choose the Item Attribute Values action.

  3. On the Item Attribute Values page, fill in the fields as necessary. You can hover over a field to read a short description.

Assign item attributes to items

To assign item attributes to items, complete the following steps:

  1. Choose the Search for Page icon, enter Items, and then choose the related link.

  2. On the Items page, select the item that you want to assign item attributes to, and then choose the Attributes action.

  3. On the Item Attribute Values page, choose the New action.

  4. Choose the lookup button in the Attribute field and select an existing item attribute. Alternatively, choose the New action to first create a new item attribute.

  5. In the Value field, enter an item attribute value, such as "2010" for the Model Year attribute.

  6. For item attributes of type Option, choose the lookup button in the Value field and select an item attribute value. Alternatively, choose the New action to first create a new item attribute value.

  7. Repeat steps 4 through 6 for all item attributes that you want to assign to the item.

Assign item attributes to item categories

To assign item attributes to item categories, complete the following steps:

  1. Choose the Search for Page icon, enter Item Categories, and then choose the related link.

  2. On the Item Categories page, select the item category that you want to assign item attributes to, and then choose the Edit action.

  3. On the Item Category Card page, on the Attributes FastTab, choose the New action.

  4. Choose the lookup button in the Attribute field and select an existing item attribute. Alternatively, choose the New action to first create a new item attribute.

  5. In the Default Value field, choose the lookup button and select an item attribute value.

  6. Repeat steps 4 and 5 for all item attributes that you want to assign to the item category.

Filter by item attributes

To filter by item attributes, complete the following steps:

  1. Choose the Search for Page icon, enter Items, and then choose the related link.

  2. On the Items page, choose the Filter by Attributes action.

  3. On the Filter Items by Attribute page, choose the lookup button in the Attribute field and select an item attribute.

  4. In the Value field, choose the lookup button and select an attribute value to filter items by.

    Note

    You can only select values directly for item attributes that have fixed values, such as Color. For item attributes that have variable values, such as Width, you must specify the item attribute value by first selecting a condition.

  5. In the Value field for a variable item attribute, choose the lookup button.

  6. On the Specify Filter Value page, in the Condition field, choose the drop-down arrow and select a condition.

  7. In the Value field, enter an attribute value to filter items by.

    Tip

    To filter on items where the material description begins with "blue", fill in the fields as follows:

    • Attribute field: Material Description
    • Condition field: Begins With
    • Value field: blue

  8. Choose the OK button.

The items on the Items page are filtered by the specified item attribute values.