Product Filtering

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Shoppers aren't patient, so you have to keep them from leaving your webstore by helping them find the exact products they want within seconds. Create filters to allow your customers filter the products by color, size or brand for example.

In the mobile layout, at the bottom of the page, there is a sticky footer with the Filter, Compare, and Scroll to Top buttons. When you click on the Filter button, the filters open in a separate window. When you select products to compare, the Compare button appears.

The facetted filter category names and facetted filter values are retrieved from the ERP system and they are shown on the product list and search result pages in the Sana webstore. Using In-site editor, you can change the facetted filter category names and facetted filter values.

You can show facetted filters either horizontally or vertically on the product list and search results pages in the Sana webstore. To show facetted filters vertically, use the Facetted filters content element. To show facetted filters horizontally, use the Horizontal facetted filters content element.

Set Up Filter Fields

To configure product filtering (facetted filters), first you must set up filter fields.

In Sana Admin click: Setup > Search & filters > Filter fields.

If you use fields from ERP to create filter fields, they are retrieved from the products table in your ERP system. By adding the fields to the index, you can extend your webstore search functionality, configure product filtering and sorting, and create product sets. When you change the index fields, it is necessary to update the search index.

For more information, see Filter Fields.

Set Up Product Filtering

In Sana Admin click: Setup > Search & filters > Facetted filters.

On the Facetted filters tab, you can set up filtering of products by adding filters to the webstore on the product list and search results pages.

Using facetted filters, a customer can filter the products in the webstore, for example by color, size or brand. The facetted filters are shown in the webstore on the left of the product list and search results pages.

For each product list page, you can use either the default facetted filters configured on the Facetted filters tab, or you can set up the page specific filters for any product list page. For more information, see Product List Pages. 

The tables below provide the description of the facetted filters settings.

Facet settings	Description
Enable facets multi-selection	This option allows to select multiple facets on the product list and search results pages at once. For example, you want to filter the products by color and size.
Automatically preselect filters based on search term	This option allows to preselect the facetted filter values when they match the search term entered by a customer. If this option is enabled and a customer enters some search term in the search box, all the facetted filter values that are relevant to the search term will be automatically preselected. The search results will be filtered according to the selected facetted filter values. If this option is disabled, then a customer will see the search results which match the entered search term, but the facetted filter values will not be selected even if they match the search term. Examples The search term entered: Shirt blue Facetted filter values selected: Color: Blue The search term entered: 8 - 14 inch Facetted filter values selected: Screen: 10 inch; Screen: 12 inch The search term entered: 15 inch windows laptop with 16 gb ram, ssd and intel cpu Facetted filter values selected: Screen: 15 inch; Screen: 15 – 17 inch; OS: Windows; Memory: 16; ROM: SSD; ROM: SSD and HDD; CPU: Intel Celeron; CPU: Intel Core i7; CPU: Intel Core i5 The search terms entered in the search box should be detailed. The more detailed the search term is the more relevant search results a customer will get and will be able to find the necessary products faster. For example, a customer enters 16 in the search box. Several facetted filters can have this value, like weight, height, price, etc., that is why if multiple facetted filter values match the search term, none of the filters will be selected. If a customer provides more details, for example, a customer enters 16 inch, then the facetted filter Screen: 16 will be selected and the relevant search results will be shown.

 

Field	Description
Field name	This dropdown list presents all fields which can be used to filter the products using facets. Facet fields become available only after they are added to the filter fields. To set up filter fields, in Sana Admin click: Setup > Search & filters > Filter fields. When you add a filter field which can be used for facets, it becomes available in the Field name dropdown of the facetted filters. Depending on the type of the field added to the filter fields, filtering using facets may not be available. For more information, see Filter Fields. If you add product categories to the facetted filters, you will see an extra option called Show only the deepest level of a category path. Use it to display either the full product category path or only the last level of the product category in the filters.
Display type	Select how the filters should be shown in the webstore. The following options are available: List – all filter options are presented in the list in the webstore. A customer can select one or multiple values to narrow down the search. For example, you can select this filter type for a product category field. Range input – two fields are shown in the webstore where a lower and upper boundary can be entered. This option is available only for the fields of decimal and integer types. For example, using this option you can show price range filter in the Sana webstore. Then, a customer can specify a certain price range to find the necessary products. Keep in mind that if you add a range input filter for product prices, it works only with the locally stored prices that are shown to the anonymous webstore visitors. It does not work with the customer specific prices, volume prices, etc. Search list – all filter options are presented in the list in the webstore. If there are more than 5 filter options, a search box is also shown. If there are a lot of filter options, you can search for the one you need. For example, you can select this display type for a brand field. Then, a customer can enter the name of the brand in the search box and then select it in the list, narrowing down the search results in this way.
Descending order	Use this checkbox to change the order of the facetted filter values on the product list and search results pages. You can sort the values in the ascending or descending order. The order of the facetted filter values is ascending by default. Select the checkbox to change the order.
Indexed	Use this option to allow or forbid search engine crawlers to follow the facet items (links) on the product list and search results pages.

You can change the order of the facetted filter fields simply by dragging and dropping them. The facets are shown in the webstore exactly in the same order as they are defined in the table.

Separate Product Attribute Values

When you create product attributes in the ERP system you can enter several product attribute values in the same field using a separator. For example, you can create Color attribute with the values Black and White. See the screenshot below.

Sana allows to split product attribute values and show each value separately or together.

To split product attribute values, in the settings of the Product import scheduled task, you need to enable the Split product attributes based on separator option. Also enter the separator that is used in your ERP system to specify multiple attribute values.

Note that the values entered in some ERP fields cannot be separated. Here is the list of such fields:

• Product ID

• Product title

• Product description

• Unit of measure ID

• Product category ID

• Non orderable reason

• Bar codes

• Product group ID and title

• Configurator model field which is used for e-Con