User menu

The user menu is available in the upper right corner. You will find three options there: My profile, Settings, and Log Out.

Action center

The action center (bell icon) is a place for system notifications.

The dashboard is divided into three sections: Products, Completeness, and Statuses (with language switch). Its purpose is to deliver essential information about your products.

Products

This section provides an overview of your product inventory, detailing the quantities of simple, grouped, and variant products.

Completeness

Completeness shows % of products fulfilled at 100% (number of products fulfilled at 100% divided by the total number of all products in the system, divided by language).

Statuses

Statuses will inform you about the number of products in all available workflow statuses, categorized by language as well.

In this menu, you may check your Activity log and Privileges.

Here you can see what privileges your profile has. To change them, you must go to User roles in System settings.

The product catalog is divided into four sections:

[1] Top bar

The top bar allows you to perform catalog-wide actions, including creating a new product.

[2] Actions / Filters / View bar

This area enables you to perform Batch actions, use Advanced filters, and switch System views.

[3] Attributes bar

Here, you can search for existing attributes by clicking on the magnifying glass icon and use them in the grid or Advanced filters.

You can also create a new attribute by clicking on the green plus icon at the bottom.

[4] The products section

The grid displays products available in our PIM environment and allows for simple searches, quick Excel-like changes, and editing or deleting products.

It's also possible to add new rows - as shown in the Custom view section.

You can pin a column on the left of the grid

or remove it.

The simple search within the grid is performed by double-clicking on the first row of a column, typing your query, and then pressing enter.

You can sort data in the grid by clicking on the sort icon that appears when you hover over a title row.

To edit a product, find it in the grid and click on the edit (pen) icon. You will be taken to a page with four tabs: General, Template, History, and Comments.

Here, you can change basic options, such as the template used for this product and the categories assigned to it.

Welcome to the Ergonode User Manual page. As you are surely aware, we live in an age of digital transformation where every retailer, distributor, or manufacturer shares the same problem: discovering the best way to effectively manage their product catalog. Therefore, we created the Ergonode platform - when it comes to digital sales channels, product management empowers your team with efficient catalog management, increases the productivity and quality of their day-to-day work, and provides data enrichment.

Ergonode is a PIM platform for teams that enrich product information together. Smart product management allows for a better team spirit and increased productivity.

With Ergonode you can:

Design outstanding product data by creating beautiful templates for product families.

Use AI to create the descriptions and translations for you.

Set powerful workflows for your team.

Easily manage multiple languages.

Create and execute import and distribution processes.

Easily manage your assets (simple DAM):

Create your apps or use the built-in ones to extend the functionality of our System.

You can find other great resources here:

• Ergonode Community Slack Channel

• Ergonode Facebook Profile

• Ergonode Linkedin Profile

• Ergonode Twitter Account

• Ergonode YouTube Profile

• Ergonode Instagram Profile

Please refer to this page for more information about this tab.

This option is just a shortcut to System settings.

Every new notification will show up as a red number of unread notifications.

To mark them as read click on the three dots (kebab) menu and choose Mark all as read.

Some notifications will have an extra option when you hover over them.

In the details of the notification, you will see an error message if anything goes wrong.

You can cancel the action using the Stop action in the menu.

Ergonode features three types of products to accommodate the needs of both e-commerce business owners and their customers.

Click on the + New Product button.

Choose the product type you wish to create.

• Simple product

• Grouping product

• Product with variants

This is a place where you can set values for your products, create an AI-generated product description based on selected attributes, use the AI translation feature, and establish two-way product relations.

At the top left corner, there is an [1] Edit language drop-down menu; use it to switch between languages for filling in attribute values.

At the left top corner, you can find [2] Edit template button, [3] the Completion index, and [4] the Missing translation indicator, and [5] the workflow status switch.

[2] Edit template button - takes you directly to the template editor feature.

[3] The Completion index - shows how many of the attributes in that template are marked as required and are filled with values.

[4] Missing translation - indicates that there are untranslated attribute values in the product.

[5] The workflow status switch - allows you to change the workflow status of a product if workflow status changing conditions are met.

AI Description

This feature enables automatic content creation based on selected attribute values. To use it, click on the three dots (kebab) menu in the textarea type attribute and choose Auto-generated content.

This will allow you to select attributes on which to base your description. The more attributes you select, the better the description will be. Click on Generate Content to proceed or "x" to abort.

Wait for a moment, and when done, the content will be automatically pasted into the attribute value.

AI translation

This feature allows for automatic content translation and can be used for any text or textarea-type attribute.

To start translating, click on the three dots (kebab) menu for your chosen attribute, select Translate from, and then choose the source language for this translation.

Now wait a moment, and the translated value will be automatically inserted into the attribute.

Remember to save your changes when you are done.

Attribute variables in the product template

To use the variables, click on a supported attribute in the product template and type the hash character (#). A list of available variables will be displayed.

You can use more than one variable.

When a variable is used, a new eye icon will appear. If clicked, a preview will be shown.

Gallery attribute

There are four items in the gallery-type attribute:

[1] Information on how many images are in the gallery.

[2] Name of the file.

[3] Context menu.

[4] Arrows to display previous/next images.

Product relation attribute

You can choose to create a two-way relationship with a product instead of a traditional one-way relationship. To do so, click on the + Add Relations button.

Then toggle Create a Two-Way Relation switch to add the currently edited product as a relation to a selected product.

Textarea with RTE-enabled attribute

RTE-enabled textarea-type attributes allow you to enter rich text content with various formatting options. You can use the RTE editor to create and edit your content in the Product Catalog. You may also use variables.

To use the RTE editor, follow these steps:

1. Click on the plus icon that appears in the upper left corner of the attribute field when you click on it in the Product Catalog. This will open the RTE editor.

2. Choose an option from the toolbar to insert a block of content. You have eight options: Text, Heading, List, Image, Video, Delimiter, Table, and Quote. Each option has different functions and appearances:

   • Text: Inserts a text block where you can type plain text. You can also use keyboard shortcuts like Ctrl+B for bold, Ctrl+I for italics, Ctrl+U for underlining, or Ctrl+K to create links.

   • Heading: Inserts a heading block where you can type a title or subtitle. You can choose heading sizes from H1 to H6 by clicking on the Click to Tune icon (six dots) next to the block.H1 is the largest and H6 is the smallest.

   • List: Inserts a list block for typing item lists; by default, it’s ordered but can be changed to unordered by clicking on Click to Tune.

   • Image: This option inserts an image block where you can display an image from the internet. You need to enter the image URL in the window that appears. The image URL must be an absolute link, which means it starts with http:// or https:// and includes the full path to the image file. For example, https://example.com/images/image.jpg is an absolute link, but /images/image.jpg is not.

   • Video: This option inserts a video block where you can embed a video from YouTube or Vimeo. You need to enter the video link in the “Source” field in the window that appears. The video link must be a valid link from YouTube or Vimeo, such as https://www.youtube.com/watch?v=example or https://vimeo.com/example. You can also enter the width and height of the video in pixels in the “Width” and “Height” fields, and toggle the “Constrain proportions” switch to keep the aspect ratio of the video. Click on the “Add video” button to insert the video, or the “Cancel” button to close the window. You can also resize the video by clicking on the “Click to tune” icon next to the block.

   • Delimiter: Inserts a thin horizontal line separating different sections of content.

   • Table: Inserts a table block for displaying data in rows and columns; you can edit it by clicking on options next to each row or column.

   • Quote: Inserts a quote block for typing quotations or citations; alignment options are available via Click to Tune.

3. To add more blocks of content, click on the plus icon that appears between blocks. You can also reorder blocks by dragging and dropping them using the handle (six dots) on each block's left side.

4. To expand the attribute field, click on the double-arrow icon on the right side of the toolbar; this will make it fill the whole screen. Click again to return it to its original size.

5. To save your content, click on Save Changes on the right side of the screen. To discard changes, simply navigate elsewhere in the system or refresh the page.

You can use RTE-enabled textarea-type attributes to create rich and engaging content for your products and edit it at any time by returning to the Product Catalog and clicking on the attribute field.

The history tab displays a table of changes made to the product, including adding, modifying, or deleting data. The table has seven columns:

• Date: The date and time when the change occurred.

• Resource: The name of the data entity affected by the change.

• Identifier: A unique identifier for the data entity.

• Author: The name of the user who performed the change, or the system if the change was automated.

• Source: The location or method from which the change was initiated.

• Event: The type of change.

• Message: A brief description of the change, such as the new or old value of a field or the destination of a move.

The history tab allows users to view application history, filter the table by different criteria, and sort it by various columns. This helps users track changes, monitor activity, and troubleshoot issues in the application.

Here, you can add comments to the product for others to read. To do so, click on the + New Comment button.

Fill in the Comment field and click on Add Comment to submit or Cancel to abort.

Added comments can be edited by clicking the pen icon or deleted by clicking the bin icon.

Introduction

If your product has multiple versions, such as colors, materials, or sizes, you will need a product with variants. To create one, follow the same initial steps as when creating a simple product, but when you see the Create Product popup window, choose Product with Variants from the Product Type drop-down.

As before, fill in all fields; the differences will appear after you have created the product and moved to edit it. A Variants tab will become available, where you can select simple products to add to your group.

Click on Add Binding Attributes to add a new one. A new window will appear;

click on + Add Binding Attribute and add one or more. If you do not have a binding attribute available, you need to create it first.

All added spaces for binding attributes must have an attribute selected before you can proceed.

Click on Choose attributes to save or Cancel to abort.

If you wish to change selected attributes, click on Binding attributes to the left of + Add products

and then Edit attributes. You can delete binding attributes by clicking on the remove icon.

The next step is adding products, so click + Add Products.

You can Select from list or Generate variants. Below you will find both options described.

Select from list

In the newly opened window, you will see a grid of products that have the binding attribute you selected earlier. Tick the product you wish to add and click Save Changes to confirm or close this window to cancel.

Product(s) will be added as a variant. If you wish to open this variant (product) click on the eye icon.

To delete, click on the x icon.

Generate variants

There are some options to configure variant generation beforehand.

Detach the product

To detach the product from the parent product use Detach products in the Action menu.

In the upper left corner is a three dots (kebab) menu, click on it and choose Copy another product.

Select the product you want to copy data from and click Copy product.

Some attributes will be highlighted in green, indicating that they are already filled out with data from the product you were copying from.

Don't forget to click on Save Changes.

This is the most basic product type, with no relations or variants (until you assign them). This product can be a standalone item or part of a product with variants or a grouping product. The key idea behind this type of product is to keep it as simple as possible.

Fill in all fields; the SKU can be created automatically for you if you enable the Generate SKU Automatically option in settings.

Choose the product template that will be used with this product. Select one or more categories to associate with this product (this step can be skipped). Click Create or Create & Edit, which will take you to the edit mode for the newly created product.

You will see multiple tabs where you can add extra information about this product: General, Template, History, and Comments.

Grid views are specific to the login, which means that if one person creates and saves a view, it will be available only to that person.

Introduction

A grouping product gathers simple products into a set with one or more common features. For example, if you run a store with leather accessories, you may want to create a set of products such as a wallet, suitcase, and belt, making it visible under one listing in your store search and managing it with a specific set of attributes and categories.

To create a grouping product, follow the same initial steps as before, but when selecting a product type, choose Grouping Product.

As before, fill in all fields; the differences will appear after you have created the product and moved to edit it.

A Children tab will become available, where you can select simple products to add to your group.

Add a new Children product

It's possible to add a product by SKU or from the list.

By SKU

Add the SKU of the product or products you wish to add, separating multiple SKUs with a new line or comma.

Select from list

Tick the product you wish to add, then click Save Changes to confirm or close the window to cancel.

You can choose between Table View and Tile View, or set display settings in the menu on the right side.

Detach the product

and confirm your choice.

The Image Grid view is designed to optimize navigation among products described by SKUs and images. To edit a product, click on the pen (edit) icon.

There is an option to select or deselect more items at once quickly.

The custom view is personal, meaning that every logged-in user can have their own views and will not see those created by other users.

To create a custom view, drag and drop anything from the side panel to the grid.

A new row will be added to the grid.

To delete a row, grab it and drag it back.

You can change the column order by dragging them. In the same way, you can remove a column from the grid by dragging it to the left side.

When you create a layout (view) that you are happy with, you can save it for future use.

Type a name for the view and click on the green approve icon. If you want this view to be accessible to other users, toggle Save as shared view.

The new view will be displayed on the list. To select it, simply click on it and it will load.

The table grid is a classic Ergonode view that can be seen in multiple places on the system. Users can use the keyboard to move around the grid; available buttons are arrows, tab, and enter. It can be a little bit different from place to place, but the main structure will always be the same.

At the top of the view, there are two options ACTIONS and FILTERS.

The grid works in some ways like Excel, allowing users to make changes in one column and drag them to others, so the changes are applied there as well.

You can search within the grid by double-clicking the first row of a column or pressing ENTER on your keyboard, typing your search term, and then pressing ENTER again.

You can also sort data in the grid by clicking on the sort icon that appears when you hover the mouse over a title row.

The column order can be changed using drag-and-drop.

You can pin a column so it remains visible even when scrolling horizontally.

To edit a product, click on the edit (pen) icon on the right side of the grid in the product row. Once clicked, you will be taken to the product's template tab.

To delete a product click on the bin icon.

There will be a confirmation pop-up.

There is an option to quickly select or deselect multiple items at once.

In the view setting you can change basic options for a view. The Table grid is the Grid view, Image grid is the Collection view.

You can use the following actions:

The Kanban view is used in conjunction with workflow. It uses workflow conditions (if any are set) to allow a product to be taken from one workflow state to another. To do so simply drag and drop a product from one row to another. When dragged all available options will turn green.

You can simply click on a product to open it in edit mode.

At the top of a view, there are two options Language change and FILTERS.

Each language has its own workflow. The screen below shows that the same products are in different workflow states in German than they were in English. You can assign one workflow per language.

Batch action allows for modifying the data of multiple products at once. To do so, first, tick the products you wish to edit with batch actions.

Then click on ACTIONS and choose what action you wish to perform. You may choose from Edit attribute values, Edit categories, Edit media names, Edit template, Edit status, Export to file, or Delete a product.

Canceling the batch action.

Any batch action can be canceled either from the progress window

or from the Action center.

First, specify the textarea attribute and the language in which the content will be generated. A list of applicable attributes to choose from is available in the Attribute dropdown. A list of applicable languages to choose from is available in the Languages dropdown.

Next, type your prompt to generate the descriptions. List the specific attributes you want to include in the description. Write a clear and concise prompt that includes the attributes and additional instructions.

Click the Try out prompt button to generate value for the first product only, to test the prompt, before applying it to all products.

Click the Generate content button to generate value for all selected products at once. A confirmation window will show up.

You can stop the action from the menu.

You can stop the action from the menu.

If an error occurs you can See details from the menu or the button.

This batch action works the same way the Generate product descriptions do. The only difference is that here text type attribute is used instead of textarea.

Please refer to this description.

This action allows for adding extra text to the beginning or end of an attribute's value.

This action can be only performed on a file, gallery, multi-select, and product relation type attributes.

This action adds value to existing ones without deleting them.

Other than that, the behavior is the same as with Change values action.

This action can be performed only with file, gallery, multi-select, and product relation type attributes. To use it, drag and drop the attribute from left to right and click on the attribute. In our example, it will be a gallery-type attribute.

The next part is a bit tricky because you need to know which attribute value you wish to remove, as the system will not show you the current one. When you are done, click on SAVE CHANGES.

Values will be added.

Click on SAVE CHANGES to proceed. A final confirmation window will appear, allowing you to confirm or abort.

From the Product attributes column on the left side, select the language for which you wish to change values. It's possible to change values for the same attribute in multiple languages at once; all you need to do is drop them into the Change values column for every language you wish to edit.

Drag and drop them from left to right. If you have many attributes on the list, you can use the search function (magnifying glass icon) to find the one you're interested in.

If you made a mistake and do not want to edit the value of an attribute, remove it by clicking on the small round delete icon on the right side of the attribute.

Insert the desired value into the attribute field and click on SAVE CHANGES to save. You will see a final confirmation window. Click PROCESS to make the changes or CANCEL to abort.

These actions completely clear the attribute values and leave them blank.

Click on SAVE CHANGES to proceed. A final confirmation window will appear, allowing you to confirm or abort.

Attribute Access:

• Only TEXT_AREA and TEXT attributes with scope LOCAL are accessible for writing by the user.

Language Access:

• From: Only languages the user has READ access to.

• To: Only languages the user has WRITE access to.

Choose an attribute to translate content in, language from, and language to.

Confirm the batch action or cancel it.

The progress window will show up. You can stop the action from here is needed.

When the batch action is finished a success or error message will appear. Click on See details for more information.

There are 2 actions you can take here:

Add to collection

Products selected in the product catalog (grid) will be added to the collection.

The next step is to choose the collection from the drop-down list to which the products will be added.

Remove from collection

Products selected in the product catalog (grid) will be removed from the collection.

The next step is to choose the collection from the drop-down list from which the products will be removed.

Choose a status and language to set for a previously selected products and click on the Change status button.

Confirm your decision or cancel it.

After confirmation, a notification message will show up.

To see details of that action highlight the notification entry and click on the three dots menu, then choose See details.

Now you will be presented with action details.

Choose a product template from the list and click Change template. To abort the operation click Cancel.

Click on Process x product to start batch action or Cancel to abort.

Here you may perform three actions:

Add to categories

This action assigns products to selected categories and keeps the existing ones.

1. This is just an icon to visually indicate what type of action it would perform.

2. This will filter categories from the [5] list to a specific category tree.

3. This will filter the [5] list to display only those categories that are checked.

4. This will select all categories displayed in the [5] list.

5. This is a list of categories.

6. This will expand the category [5] list.

Click on Add to categories to proceed or Cancel to abort. If you go with it, a final confirmation window will appear.

Change categories

Remove from categories

Start by filtering out all the products you wish to export to an Excel file. All the columns you are currently seeing at the grid will be exported to a file, so if you do not need information from all the columns set up a view first.

Then go to Actions and click on "Export to file".

If action is succeded you will see a confirmation.

Depending on the information volume, this may take some time to be exported. When finished you will see a notification in Action Center. This is also the place where you can download the file from. To do so click on the "Download file" button.

To get to the details (and check for errors) click on the "Three dots" menu, and choose "See details" option.

Check the Action details to make sure that all the products are exported properly.

Attributes with media

Start by selecting the attributes you want to change the media names in.

Choose the naming method for your media name format.

Media name format - Naming method

Based on attribute values

Using this method you can use a custom string and/or a variable.

The next step is to choose a language to pull variable values from. It's required to do so even if variables are not used to create a new media name.

Click on Edit media names to start the renaming process.

When it's done, the system will send a notification via the Action center.

Example configuration:

• Media name format #name-#type-#color-

• Language of variables English (United Kingdom)

• Attributes with media to be renamed Main image, Gallery

Sample effect for a single product:

• Assume that the product has the following values: #name: "Adidas Shoes" #type: "Casual" #color: "Black"

• Value image1.jpg in attribute Main image change its name to Adidas Shoes-Casual-Black-01.jpg

• Value gallery_image001.jpg in attribute Gallery change its name to Adidas Shoes-Casual-Black-02.jpg

• Value gallery_image002.jpg in attribute Gallery change its name to Adidas Shoes-Casual-Black-03.jpg

• Value gallery_image003.jpg in attribute Gallery change its name to Adidas Shoes-Casual-Black-04.jpg

Based on product SKU

This method does not need any additional configuration.

Example configuration:

• Assume that the product has the following values:

#SKU: "001"

#total number of files in selected attributes: 4

Attributes with media to be renamed Main image, Gallery

Sample effect for a single product:

• Value image1.jpg in attribute Main image change its name to 001-01.jpg

• Value gallery_image001.jpg in attribute Gallery change its name to 001-02.jpg

• Value gallery_image002.jpg in attribute Gallery change its name to 001-03.jpg

• Value gallery_image003.jpg in attribute Gallery change its name to 001-04.jpg

This will delete checked products completely.

Once clicked you will see the final confirmation window, where you can either go with it or cancel.

The main difference between simple filters and advanced filters is that advanced filters stay on till you disable or change them.

To start using them click on the FILTERS button.

This will open a space where you can drag one or more attributes to. You can use both Product and System attributes.

If you are using attributes that are not simple text there may be additional options on the drop-down list for you to choose from.

It's possible to add categories to the filter as well but here instead of using drag&drop, you need to check the category or categories you wish to add to the filter.

To clear the values of filters but leave them as set up use the Clear button.

As advanced filters stay till changed or disabled you need to remove them manually, to do so click on Remove filters.

Relations are everything that connect one product to another. They may be a product relation attribute, or they may be used as children in grouping products, or they may be variants of other main products.

Product relation attribute

First, determine if there are any product relation attributes in the system.

Go to Product Design > Attributes and double-click on the cell just under the Type field. This will open a list of all available attribute types.

Find the Product Relation attribute and select it. Then press OK.

This action will filter out all Product Relation type attributes that are created in the system.

Then, look for these attributes on the product card (Product > Catalog) of the product you want to delete. Clear their values and save the changes.

You may also add those attributes to the product catalog grid as described HERE and work from there.

To check for this, drag the product relation attribute to the product catalog grid and search for the SKU of the product you want to delete. The filter will return only those products that have relations to the one you’re interested in.

Grouping product

The relation can be built by connecting products as children of a main grouping product.

To easily find out if a product you wish to delete is connected this way, follow the same method as described earlier. Add the system attribute Product Children to the product catalog grid, and look for the SKU of the item you want to delete.

Variable products

The same approach applies to variable products. Add the system attribute Product Variants and search for relevant connections.

Not much you can do here but see a name of a segment.

To create a new segment click on + NEW SEGMENT in the upper right corner.

Now type a name for this segment. Choose a name that will allow you to identify its content.

Click on CREATE to save a segment or CREATE & EDIT to open it in edit mode. In edit mode, you will have access to three tabs: General, Translations, and Conditions.

Segments are a feature of the system that allows you to easily create a list of products that meet specific conditions. Some examples:

• Attribute exists,

• Product completeness,

• The product belongs to a category,

• Product has status

Segments are also used to make a set of products that can be assigned to a specific API key.

A list created this way can also be used, for example, to send only some products via API, or be used with a module to export a file in the .csv format.

Here you may set or change an attribute displayed name, it can be different per every language. By default, only the main language is displayed but you may change it from the drop-down Translations menu.

This is probably the most important tab in Segments, as here you are able to set up different conditions for a product to meet, so they will be added to a segment by the system.

Available conditions are displayed on the left panel, to add them you simply drag and drop them.

In conditions where the user has a multi-select type to choose from, it's possible to select more than one, system will treat this as "OR".

Please be aware that configuration means: "if the product belongs to Monitors or Phillips category". If you wish for a condition to say: "if the product belongs to more than one (specific) category" the proper configuration is to use the same condition twice.

You can add one or more conditions but remember that both of them will need to be met for a product to appear in that segment.

Depending on the condition there may be extra options to choose from.

When you are done, click on SAVE CHANGES.

Collections work more like virtual categories. It doesn’t just have to be for obvious things like “Winter Collection” but can be used for things like “Sale” or “Promotion”. In general, collections are worth having for grouping products connected in some way beyond simple categories.

Collections are also used with the Product privileges function.

When you create your collection they will appear on the grid.

To edit a collection click on the edit (pen) icon. It will take you to a page with three tabs: General, Translations, and Products. To delete a collection click on the bin icon.

To create a new collection click on + NEW COLLECTION from the upper right corner.

A new window will show up. Name your collection.

Click CREATE to save or CREATE & EDIT to save and open in edit mode. In that mode, three tabs are available: General, Translations, and Products.

Not much to do here since all available options are blocked and cannot be changed. If you need to change them, create a new collection.

Here you may set or change the collection displayed name, it can be different per every language. By default, only the main language is displayed but you may change it from the drop-down Translations menu.

The idea of attribute management is at the core of efficient product catalog enrichment and distribution. On the following pages, we will show you our thinking behind the role of attributes in our Ergonode PIM system.

What is an attribute?

Photos, videos, technical data, file numbers, price and shipping information, or product descriptions in the right context become key tools to help customers make purchasing decisions on the Internet. They allow for describing and mapping product data in the digital world.

This set of tools is called product information, it is a comprehensive collection of all information describing the product.

The illustration below shows some specific attributes designed for an assortment of lightbulbs:

• image (to upload photos e.g. JPG, PNG)

• unit (to describe height, diameter, and luminosity)

• select (for selecting color variants of a lightbulb)

Different types of attributes in Ergonode

There are 12 attribute types in Ergonode.

To edit an attribute click on the edit (pen) icon. There are three tabs in edit mode General, Translations, and Metadata.

To delete an attribute click on the bin icon.

The advanced grid functions just like the one in the Product catalog, allowing you to apply filters in the same manner. You can also access, create, and save custom grid views.

To add a product to the collection click on + Add products. Search for a product or products you wish to add to the collection, then tick the checkbox next to the one you want to add and click the Add products button.

Confirm or cancel your choice.

When confirmed, products are added in the background. You will be presented with a message informing you about this fact.

When the action finish, you will get a notification in the Action center.

To remove product(s) from a collection click on the remove icon

or tick the checkboxes next to the product you wish to delete and use the Action menu to delete those products in the background.

Here you may set or change an attribute displayed name, it can be different per every language. By default, only the main language is displayed but you may change it from the drop-down Translations menu. If you edit an attribute with options, they can be translated here as well.

Tooltip for writers – this field can be used to provide short guidelines for users whose role will be to enter attribute values.

For example: for a shoe attribute: sole material, a tooltip for writers can include: “Check sole material type on the batch label. RB – rubber. LE - leather”.

If you are creating an attribute that is one with options (select, multiselect) there will be an additional Option tab displayed, where you can add / set / translate those options.

To manually create an attribute click on + NEW ATTRIBUTE.

The first thing you need to do is to decide on the type of attribute you want to create.

When the type is chosen, you will see other configuration options, most options are the same across all types but some have extra ones.

Options that are shared among all attribute types

Attribute type-specific options

Introduction

Validators help protect data integrity by ensuring that only data meeting specific conditions is accepted into the system. For example, when dealing with text type attributes, you can use regular expressions (regex). Imagine regex as a pattern filter that checks if the attribute value looks correct; for instance, it verifies that an email address includes an "@" symbol. This helps maintain accuracy and prevent errors.

Different attribute types require different validation rules. A number might need to be within a certain range, whereas an image might need to fall within specific boundaries. Validators thus help maintain consistency across your data fields.

In Ergonode you can set validation to the following attribute types:

About regex (available in text attribute only)

Regular expressions, or regex, are like super-powered validation tools for text. They use a specific sequence of characters to form a specific pattern. You can think of it as a sophisticated “find,” but with more precision and flexibility. Here's how to use regex for validating:

1. Basic Validation:

   • Suppose you want to validate any three-letter words. You'd use the pattern \b\w{3}\b. In this pattern, \b indicates word boundaries, and \w{3} specifies exactly three word characters.

2. Digits Validation:

   • To validate any sequence of digits in text, use the pattern \d. Here, \d stands for any digit, so this will match any sequence of strings with a single digit in it. like 123, 4aa, or 678aaa9. If you wish to validate a string that ends with a digit use\d$, ex: something1.

3. Email Addresses Validation:

   • If you're validated for email addresses, you might use something like \b[A-Za-z0-9._%+-]+@[A-Za-z0-9.-]+\.[A-Z|a-z]{2,}\b. This looks for common email structures, checking for alphanumeric characters before and after the "@" symbol.

4. Dates validation:

   • To validate the dates in the format DD/MM/YYYY, you could use \b\d{2}\/\d{2}\/\d{4}\b. Here, \d{2} finds exactly two digits, / is a literal slash, and \d{4} looks for four digits.

5. Flexible Validation:

   • Sometimes, you might want to validate words that start with a certain letter. For example, to find words starting with “a” use \ba\w*\b. This looks for word boundaries (\b), the letter "a," and any number of word characters (\w*).

Regex provides a way to quickly find patterns and extract relevant information from text without manual searching. They might seem complex at first, but with practice, they become incredibly useful for tasks like data validation and text processing. Dive in and explore the endless possibilities they offer!

Included regex patterns

In Ergonode you will find some common regex patterns already included for your convenience.

Here is the list:

• EAN-13

• EAN-8

• URL address

• File Path

• Alphanumeric (without space)

• Alphanumeric (with space)

• Numeric (whole numbers)

• Numeric (dot separated)

• Numeric (comma separated)

To use them click on Copy from regex templates and select one from the list.

Custom regex validation error message

You can set a custom validation error message for your user.

The message will be displayed on the validation box

in the tooltip on the Product catalog (Product grid)

in the Category attribute (if the attribute is set to be one)

in the Batch action

and on the product card.

On this tab, you can see general options for an attribute.

Description

Here you can add and translate options for an attribute. To change what languages are displayed on the grid go to the Languages list in the left top corner of the screen and select desired ones.

To add a new option type its name and click on + Add or simply press ENTER on your keyboard.

When options are added, they can be translated. As this is a grid, you may use the TAB button on your keyboard to jump to the next field.

As you probably noticed, edited fields are green now, this means that they were successfully edited, but remember to click the SAVE CHANGES button to save them when you are done.

To change the option position double click on the number in the Position column and type a new one.

Press on the green icon on hit ENTER on your keyboard to confirm the change.

To delete an option click on the bin icon.

It's possible to change sorting on the grid, to do so click on the sorting icon on the column you wish to use.

If you have a lot of options you may be in need of a search, to do so double click on the first row of the grid in the column you wish to use, type what you are looking for and press ENTER on your keyboard.

Copy options

You can easily copy attribute options between languages. To do so, select the options you wish to copy.

Next, select Copy options from the Actions menu.

Now decide what you wish to copy and where.

Confirm your choices.

Translate the option via AI

Select options you wish to translate with AI.

Choose Translate option names.

Select a language from and to, and click on the Translate options names button.

Confirm your choices.

Key Features:

• Customization: Tailor your attributes with up to 10 additional fields, choosing from select or multi-select options.

• Complex Options: Bring your attributes to life with icons and descriptions, offering more than just basic categorization.

• Versatility: Equip your workflows with attributes that are comprehensive, detailed, and tailor-made for your specific needs.

Benefits:

• Personalization: Craft attributes that resonate with your unique business needs and vision.

• Enhanced Information: Provide richer, more contextually relevant details for each attribute, enriching the quality of your product data.

• Improved Organization: Achieve a more nuanced and efficient data management structure with customizable attribute configurations.

You can access Custom fields via GraphQL API and / or Ergonode Transfer.

Product importer is not supported for now.

Custom fields are a way to add extra information to your attributes of type select or multiselect. You can create up to 10 custom fields per attribute, and choose from four different types of custom fields:

• Image

• Text

• Textarea

• Textarea RTE.

To create a custom field, follow these steps:

• Edit or create an attribute of type select or multiselect.

• Go to the “Custom fields” tab.

• Type a name for your custom field in the “Custom field code” input field. This name should be unique and descriptive.

• Choose a custom field type from the drop-down list. The type determines the format and input options for your custom field.

• Click on the “+ Add” button to create the custom field.

• Repeat steps 3 to 5 for each custom field you want to create.

After you create a custom field, you can see it in the “Options” tab, where you can edit its value or values simply by double-clicking on it.

The input field will depend on the type of the custom field. For example, if the custom field type is Image, you can add an image file. If the custom field type is Textarea RTE, you can use the rich text editor to format your text.

• Click on the “Save changes” button to save the changes.

In the fast-paced world of e-commerce, the ability to precisely and attractively present product information can be a game-changer. Ergonode's Custom Fields feature offers e-commerce businesses the tools to enhance their product listings, leading to improved customer experience and potentially higher sales.

Some of the possible use cases include:

GPSR regulation

Using custom fields, you can create descriptions for manufacturers and brands, or provide detailed information about a contact person, enabling you to store essential data, e.g., from the perspective of the GPSR regulation. Example attribute: gpsr_responsible_person

You can also provide details about the hazards associated with the product composition by presenting descriptions or icon symbols.

Example attribute: gpsr_risk_warning

Thanks to custom fields, you can also easily store manufacturer information such as logos, contact details, country, and description.

Example attribute: gpsr_producer

Other possible uses of custom fields include but are not limited to:

Detailed Product Categorization:

Custom Fields allow e-commerce platforms to go beyond basic categorizations. Imagine being able to attach specific icons, color codes, and in-depth descriptions to each product attribute. This level of detail helps customers understand products better, making their shopping experience more intuitive and satisfying.

Visual Appeal and Clarity:

By using icons and color fields, products can be represented visually, making it easier for customers to identify key features at a glance. For instance, an icon could represent an eco-friendly product or a color field could quickly inform the customer about the variety of color options available.

Enhanced Search and Filter Capabilities:

Custom Fields can improve the functionality of search and filter options on e-commerce sites. With more detailed attributes, customers can filter products more effectively, finding exactly what they need quickly. This precision can lead to a more streamlined shopping experience, reducing bounce rates and increasing the likelihood of a purchase.

Tailored Product Recommendations:

With richer attribute data, e-commerce sites can offer more accurate product recommendations. By understanding the finer details of each product, the recommendation algorithms can align more closely with customer preferences and browsing history, leading to increased engagement and potential upsell opportunities.

Improved Inventory Management:

For the e-commerce business itself, these detailed attributes facilitate better inventory tracking and management. By having a comprehensive view of product specifics, businesses can manage stock levels more efficiently, plan for future inventory needs, and even predict trends based on detailed attribute analytics.

Competitive Edge:

In a market where differentiation can be key, the ability to present products with enhanced details and visual elements can set an e-commerce platform apart. This level of detail in product information management not only attracts customers but also builds trust and brand loyalty.

Groups of attributes help effectively manage attributes with similar properties or contexts or with users with similar similar focus or needs. A right grouping strategy may help you to better utilize PIM in your organization.

To delete a group click on the bin icon.

To use this function, you need to:

• Select one or more attributes from the table by ticking the box next to each attribute in the first column. You can also use the drop-down list marked with a small green arrow to select or deselect all attributes or only those on the current page.

• Choose an option from the drop-down list in the upper left corner above the table.

Edit group

• If you choose Edit group, you can assign all selected attributes to an existing attribute group. A new window will appear with a drop-down list of all attribute groups in the system, a button Change group, and a button Cancel. Click on Change group to confirm the assignment, or Cancel to abort the action.

Translate attribute names

Language Access:

• From: Only languages the user has READ access to.

• To: Only languages the user has WRITE access to.

Choose a language from nad to and click on the Translate attribute name button to continue.

Confirm or cancel.

Delete attributes

• If you choose Delete attributes, you can permanently remove all selected attributes from the system. A confirmation window will appear with a button Delete, and a button Cancel. Click on Delete to confirm the deletion, or Cancel to abort the action.

• Wait for the batch action to complete in the background. You will receive a notification in the "Action center" when the job is finished.

You can also click on the options menu in the notification and select "See details" to view more information about the batch action.

Metadata is a feature that allows for attribute description with Key > Value list, so it can be used in different cases, and it's really up to the user how he will do it.

The analogy to this would be a product that is described by a list of attributes: attribute code > attribute value.

A usage example would be the possibility to reflect Magento 2 one-to-many attributes to groups relation.

magento_groups -> group1,group2

or

magento_group1 -> group1

magento_group2 -> group2

But it is NOT specifically connected to any Magento functions like attribute groups.

Basically, those are data that allow for some description of the attributes.

Technically it's simply the next attribute data type

Types of attributes that can be added as a variable:

• date

• select

• numeric

• text

• price (only value, without currency)

• unit (only value, without unit)

Spaces in which we can edit the attributes with variables

• product template

• catalog table (grid)

• batch actions

• import - in order to import a variable you need to enter it in the appropriate {{#attributecode}} format

• export - configuration of whether we download data with variables or final resolved content

If you are using attribute variables it's possible to use them directly on the grid.

On the grid, double click on the attribute to open it to edit.

Type hash char (#), and you will be presented with a list of attributes you may use.

Type more to narrow the list.

You may use more than one variable.

When attribute values are used you will see a new eye icon, clicking it will display a preview of the values.

To create a new group click on the green button + NEW ATTRIBUTE GROUP in the upper right corner.

Set the system name and click on CREATE to save or CREATE & EDIT to save and open in edit mode.

If you press CREATE & EDIT you will be redirected to the General page.

First, create a proper import or export profile. Depending on the case, you may need one or more import files checked.

Download the custom_fields_et_import_example.zip and take a look at the files included inside it.

There is not much to do here. The system name cannot be changed, so if you are in need of change, you need to delete a group and create a new one.

To remove an attribute from a group go to Attributes, then edit the one you need and you will be taken to the General tab.

Here you may set or change a group displayed name, it can be different per every language. By default, only the main language is displayed but you may change it from the drop-down Translations menu.

To create a new template click on + NEW TEMPLATE.

Fill in available fields and click CREATE to save or CREATE & EDIT to save and open in edit mode.

To create a new template follow the instructions from here.

To clone a template please follow these instructions.

To delete the template click on the bin icon.

Click on the edit (pen) icon to edit a template already created. This will take you to a page with three tabs: General, Translations, and Designer.

To change basic display settings click on the cog icon next to the view ones.

Here you can change the basic settings of a template. Template code (system name) cannot be changed after creation, so if you are in need of change, you must delete the template and create a new one.

You can use this function to save time and avoid repeating the same steps when creating similar product templates.

To use the “Clone template” function, follow these steps:

• Go to the “Product templates” and click on the "edit (pen) icon" next to the product template that you want to clone. This will open the product template in edit mode.

• Click on the "three dots" menu in the upper right corner of the screen. This will show two options: “Clone template” and “Delete template”.

• Click on the “Clone template” option. This will open a new window where you need to enter a name for the new product template. The name must be unique and different from the original product template, and consist of letters, digits, or underscore symbols only.

• Click on the “Clone” button to create the new product template. This will clone all the settings and sections of the original product template. You can see the new product template in the list in the "Main template" tab, with the name that you entered.

• Alternatively, you can click on the “Clone & Edit” button to create the new product template and open it in edit mode. This will allow you to make any changes to the new product template, such as adding or deleting sections, changing the order of the sections, or assigning a completeness set.

You can use the “Clone template” function to create multiple product templates with similar layouts and features. This can help you streamline your product management and enrichment process in Ergonode PIM.

Here you may set or change a template displayed name, it can be different per every language. By default, only the main language is displayed but you may change it from the drop-down Translations menu.

With product templates, you can easily create and manage different layouts for different types of products, and ensure that they have all the necessary information and attributes.

Product templates are not meant to be exported to your eCommerce platform. They are only for your internal use in Ergonode PIM, to help you organize and enrich your product data in a user-friendly way.

For that reason, we have created a tool that allows for the design of the layout of a product card in a completely innovative way.

When entering this page you will find three tabs:

• Main templates: Here you can see all the existing product templates, and create new ones by clicking on the “+ New template” button. You can also edit, or clone (the cloning option is available through three dots menu - when in edit mode) any product template by clicking on the "edit (pen) icon" next to it. Or delete it by clicking on the "bin icon".

• Sections: Here you can define the sections that will appear on your product cards, such as “General”, “Images”, “Specifications”, etc. You can create new sections by clicking on the “+ New section” button, and edit or delete existing ones by clicking on icons next to them. When created sections can be drag and drop to change their order on the Template designer.

• Completeness sets: Here you can create and manage the completeness sets that will help you track the progress of your product enrichment. A completeness set is a group of attributes that are required for a product to be considered complete. You can create new completeness sets by clicking on the “+ New completeness set” button, and edit or delete existing ones by clicking on the icons next to them. You can also assign a completeness set to a section.

Product templates are a great way to make your product management easier and more efficient in Ergonode PIM. You can use them to create consistent and attractive product cards that suit your needs and preferences.

It's the place where you can design your product catalog page simply by using the drag and drop method.

There are 3 main components of a template; Widgets, Sections, and Product attributes.

Placeholders can be displayed in 3 different states according to performed action:

◦ grey – a placeholder is available ◦ light green – a placeholder is ready for dropping down an attribute ◦ dark green – a placeholder is available to accept resized attributes

The following actions can be performed on attributes:

• move – drag an attribute either from an attribute list or from another position on the matrix and move it over an available attribute placeholder. While hovering it over a chosen location, it illuminates light green if available for dropping down. Attributes taken from the attribute list on the left do not disappear but fade to gray.

• remove - open a kebab menu (three dots) and choose “remove”. On the attributes list, the attribute name and icon color switch back to black.

• resize – grab the bottom right corner of an attribute in order to change its size. Available attribute placeholders will illuminate in light green. Simply resize an attribute to the desired size and drop it down to finish.

If you need more space on the designer workflow click on + ADD 10 ROWS and a new 10 rows will be added at the bottom of a workspace.

It's also possible to add a single new row in a specific place, to do so left click on the dotted line, and the + Add row button will appear. Click on it to add that extra row under that specific line.

When an attribute is placed on the designer workspace it can be set as the one being required. Required attributes are used to indicate progress showing the template’s completeness for the selected language. Those attributes are marked with a red asterisk.

When a section is dropped on the designer workspace, it's possible to assign a completeness set to it.

To do so, hover over the section, and from the kebab menu click on Assign completeness set. For this to work, a set must be already created.

After a click new window will pop up from where you may choose set to assign from the drop-down list.

When the template is ready, click SAVE CHANGES. A push notification will then be displayed at the bottom of the screen.

This kebab menu also has 2 more options; Edit section that will open this specific section in edit mode, and Remove to delete it from the designer workspace (the same can be achieved by dragging the section out from the area).

To create a new section click on + NEW SECTION.

Fill in the Section code (name) and image (not required), and click CREATE to save or CREATE & EDIT to save and open in edition mode.

If opened in edit mode there will be three tabs available: General, Translations, and Designer.

You can create different sections for different purposes, such as SEO, technical data, marketing information, or sales channels. You can then use these sections in your product templates or in your workflow conditions (if combined with the "Completeness set").

Sections are only for your internal use in Ergonode PIM. They are not meant to be exported to your eCommerce platform. They are only to help you organize and enrich your product data in a user-friendly way.

To create and manage sections, you can use the following options:

• Edit an existing section: To edit an existing section, click on the "edit (pen) icon" next to the section name. This will take you to a page with three tabs: “General”, “Translations”, and “Designer”.
• Delete a section: To delete a section, click on the bin icon next to the section name. This will open a confirmation window where you need to click on the “Delete” button to confirm the deletion of the section. You can only delete a section if it is not used in any product template. If the section is used in a product template, you need to remove it from the template first, before deleting it.

• Change display settings: To change the display settings of a section, click on the cog icon in the upper right part of the screen. This will open a window where you can change the size of the table (grid).

Sections are a great way to make your product management easier and more efficient in Ergonode PIM. You can use them to create consistent and attractive product cards that suit your needs and preferences.

Here you may set or change a section displayed name, it can be different per every language. By default, only the main language is displayed but you may change it from the drop-down Translations menu.

Section code cannot be changed, if you need to change it, delete the section and create a new one.

It's the place where you can design your product catalog page simply by using the drag and drop method.

There are 3 main components of a template; Widgets, and Product attributes.

Placeholders can be displayed in 3 different states according to performed action:

◦ grey – a placeholder is available ◦ light green – a placeholder is ready for dropping down an attribute ◦ dark green – a placeholder is available to accept resized attributes

The following actions can be performed on attributes:

• move – drag an attribute either from an attribute list or from another position on the matrix and move it over an available attribute placeholder. While hovering it over a chosen location, it illuminates light green if available for dropping down. Attributes taken from the attribute list on the left do not disappear but fade to gray.

• remove - open a kebab menu (three dots) and choose “remove”. On the attributes list, the attribute name and icon color switch back to black.

resize – grab the bottom right corner of an attribute in order to change its size. Available attribute placeholders will illuminate in light green. Simply resize an attribute to the desired size and drop it down to finish.

If you need more space on the designer workflow click on + ADD ROW and a new row will be added at the bottom of a workspace.

It's also possible to add a new row in a specific place, to do so left click on the dotted line, and the + Add row button will appear. Click on it to add that extra row under that specific line.

When an attribute is placed on the designer workspace it can be set as the one being required. Required attributes are used to indicate progress showing the template’s completeness for the selected language. Those attributes are marked with a red asterisk.

Adding Widgets to the Template

To add widgets to your template, simply drag and drop them from the left side menu into the Designer.

Heading

When the “Heading” widget is dragged into the designer, a window called “Heading settings” will appear. Here, you can input the header data in the “Default” input field.

There is also an option to “Enable translations” for translating the heading into languages. This can be done by clicking on the slider labeled “Enable translation”. When clicked, new input fields named “Translation” will appear, with a flag on the left side to indicate the language.

When you have finished setting up the heading, click “Save changes” to confirm. If you wish to discard the changes, click on the “x” icon on the top right part of the window.

Divider

The “Divider” is a simple line that you can drag and drop from the left side menu onto the designer. The line will be as long as the divider block in the designer.

Note

When the “Note” widget is dragged into the designer, a new window will appear where you can create, edit, or delete a note.

Notes are RTE-enabled.

You can also enable translation for the note by clicking on the "Enable translation" switch.

Remember to save your changes so your work is not lost. You can do it by clicking the "Save settings" button.

Completeness sets can be assigned to a specific section and they can be used as transition conditions in the workflow.

To create a new one click on + NEW COMPLETENESS SET.

Set a name for it and click on CREATE to save it or CREATE & EDIT to open it in edit mode.

To delete the completeness set click on the bin icon.

To change basic display settings click on the cog icon.

You can use this function to save time and avoid repeating the same steps when creating similar sections.

To use the “Clone section” function, follow these steps:

• Go to the “Sections” tab and click on the "edit (pen) icon" next to the section name that you want to clone. This will open the section in edit mode.

• Click on the "three dots menu" in the upper right corner of the screen. This will show two options: “Clone section” and “Delete section”.

• Click on the “Clone section” option. This will open a new window where you need to enter a code (name) for the new section. The name must be unique and different from the original section. You may only use letters, digits, and underscore symbols.

• Click on the “Clone” button to create the new section. This will clone all the settings and attributes of the original section, and return you to the tab you were currently in. You can see the new section on the table (grid) in the "Sections" tab, with the name that you entered.

• Alternatively, you can click on the “Clone & Edit” button to create a new section and open it in edit mode. This will allow you to make any changes to the new section, such as adding or deleting attributes, or changing the order of the attributes.

You can use the “Clone section” function to create multiple sections with similar layouts and features. This can help you streamline your section management and enrichment process in Ergonode PIM.

Here you may set the different display names for each language. By default only the main language will be displayed, to change it click on the drop-down Translations list.

Not much to do here. Once the name is set it cannot be changed, so if you are in need of doing so, delete this set and create a new one.

It can be done by clicking on DELETE COMPLETENESS SET in the right upper corner.

There is not much you can do here. Once the category name is set up it cannot be changed, so if you need to do so simply delete a category by clicking on REMOVE CATEGORY in the right upper corner.

To create a new category click on the + NEW CATEGORY button in the top right corner.

Set up a category name and click on CREATE to save or CREATE & EDIT to save and open in edit mode.

If you click on CREATE & SAVE, now you will see a page with three tabs; General, Translations, and Products.

On this page, you can manage products that are assigned to a category.

On the side menu, you have access to the attribute list, you can use those with Filters to limit products that appear on the grid. Simply drag one or more to the menu to use it.

Then click on the menu itself to expand it then, depending on the attribute type, additional filter configuration may be possible.

To remove filters click on the Remove filters button.

Assigning a product to the category can be done classicly from the general tab on the edit product page, or by clicking the + Add products button here.

Next tick all the products you wish to add to the category and click on the Add products button.

To remove a product from the category, click on the X icon on the right side of the grid

or tick the square (one or more) on the left side of the grid,

and use batch action to remove them.

It is possible to create and save your own views of the grid. To read about how to do it please open this link.

There are two system views available Grid view and Collection view, both work exactly the same as described under the provided links.

You can also click on Display settings.

On this page, you can set translated category name per language, by default you will only see your main language, but you may change this by using Translation drop-down menu.

If you set any attribute to a category attribute, here is the place you may set the value to it.

Remember to click SAVE CHANGES if you make any.

Category trees allow to design and manage product catalogs with multiple categories arranged in a hierarchical structure.

To create a new tree click on + NEW TREE. Fill in the Category tree code (system name) for this tree and click on CREATE to save or CREATE & EDIT to save and open in edition mode.

When opened in edition mode three tabs will be available: General, Translations, and Designer.

The general tab displays the Category tree name, it cannot be changed if you need to change it. Please delete the current one and create a new one.

Here you can create and manage categories.

To delete a category click on the bin icon.

To delete more than one category at once tick the checkbox next to the categories you wish to delete and from the Action menu choose Delete categories.

Confirm or cancel your choice.

The translations tab allows for different tree names per language. By default only the main language translation is shown, to see more use the drop-down language menu from the upper left side.