Product Sets

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In Sana Admin click: Products > Product sets.

Use filter expressions to create a product set:

• Field name

• Condition

• Value

Field names are the product fields from the ERP system, the PIM system and product attributes created in Sana Admin. These fields are stored in the Sana index. Therefore, to use different fields to filter and group the products, you must first add them to the filter fields in Sana Admin: Setup > Search & filters > Filter fields. Then, you need to rebuild the product index by running the Product import scheduled task.

When you create a product set, filtering of products is performed by field, condition and value and by different filter expressions within the same field. Products that meet all configured filter expressions are added to the product set.

If you define different fields, the products catalog is filtered taking into account all specified fields for a product set. For example, if you create the product set by specifying filter expressions "Price" Equal "100" and "Product category" Equal "Bikes", the products from the "Bikes" product category which cost "100" will be added to the product set. In this case, the products catalog will be filtered and the product set will include the products which are both, from the "Bikes" product category AND cost "100".

If a product set contains filter expressions within the same field, it will include products which fit at least one of the filter expressions of this field or both. For example, if you create the product set by specifying filter expressions "Price" Equal "100" and "Price" Between "200…500" and "Product category" Equal "Bikes", the products from the "Bikes" product category which cost "100" or meet the cost range "200…500" or fit both "100" and "200…500" will be added to the product set. In this case, the products catalog will be filtered and the product set will include the products which are from the "Bikes" product category AND fit at least one of the filters by price OR both.

If you need to create a product set where multiple individual items should be excluded, the best solution is to use a range of items which will be visible.

For example: Item No. Less than 3, Item No. Greater than 6, Item No. Between 4 and 5.

The above example means that I want to see all items that are less than 3 but not equal OR greater than 6, but not equal OR between 4 and 5. For such product sets using the condition "Not equal" is not the best way, because by default Sana Commerce uses OR for multiples of the same field.

Customer specific product sets can be created. Use the option Only customer specific products to create a product set with customer specific or additional products.

When this option is enabled, only customer specific products are included in the product set. This means that products from this product set will be shown only to the customers for whom customer assortment rules are configured in your ERP system.

This way a shop administrator can create a separate page in the webstore with customer specific or additional products only for individual customers.

For such products and related customers, the customer assortment rules must be configured in the ERP system.

For more information about customer assortment in ERP systems, see the articles listed below.

Microsoft Dynamics NAV: Customer Assortment
Microsoft Dynamics AX: Customer Assortment
Microsoft Dynamics 365 Business Central: Customer Assortment
Microsoft Dynamics 365 for Finance and Operations: Customer Assortment
Microsoft Dynamics GP: Customer Assortment
SAP Business One: Customer Assortment
SAP ECC: Customer Assortment
SAP S/4HANA: Customer Assortment