Catalog Management

feature overview catalog policies lets your authorized administrators review core catalog policy details for a storefront directly in shi one you can open a dedicated catalog management tab, view the base catalog and a live product distribution summary, search the current catalog product list, and confirm whether products are purchasable (in catalog) and included in your standards (in standards) this customer facing release focuses on visibility and standards control you can see exactly which products make up your storefront catalog and manage your standards, while catalog inclusion itself stays controlled by shi the in catalog column is shown as status only to add or remove a product from your catalog, reach out to your shi sales representative who it’s for customer administrators and storefront managers who review or manage storefront catalog policy details key outcomes clear visibility into your catalog and standards, faster product lookup, self service control over your standards, and the ability to limit shopping to standards only, all without a support ticket access and permissions catalog policy management is available to users who hold one of the following • tenant role admin, procurement admin, or global admin • storefront role manager members and shoppers do not have access to this page if you cannot see the catalog tab, confirm your role with your organization’s global admin or your shi representative key terms explained • storefront your customer facing purchasing environment where catalog policies and standards are applied • base catalog the source product catalog assigned to your storefront (for example, “zumiez (platinum+)”) all catalog rules and standards are applied on top of the base catalog • virtual catalog the effective product set your shoppers can purchase after catalog rules and standards are applied to the base catalog this is what powers your shi com shopping results • catalog adjustments the area where you review what is included in your catalog it is organized into two tabs product (item level search and review) and type (hardware and software) • in catalog shows whether a product is currently purchasable in your storefront catalog in this customer facing view, in catalog is status only to change catalog inclusion, contact your shi representative • in standards shows whether a product is included in your storefront’s standards list authorized users can add or remove products from standards • standards only catalog a toggle (“override catalog to standards only”) that limits your shoppers to only the products in your standards it overrides other catalog rules while enabled • product summary a visual distribution of product counts, including total, hardware, software, and other products, styled to match the shi one theme • commodity product a product type where the product name links to a side panel with additional product details hierarchy my accounts > manage > storefronts > storefront > catalog functionality overview what you can do with this feature • access the catalog tab from a storefront (with the required role) • view the base catalog assigned to your storefront • review a product distribution summary for total, hardware, software, and other products, with counts and percentages • search the existing product list using text search • review product details including sku, shi part number, availability, in catalog status, price, and inclusion in standards • open a side panel for commodity product details • review hardware and software product type coverage for your catalog • view the in catalog status of any product • add or remove a product from your standards using the in standards toggle • enable or disable standards only catalog to limit shopping to standards products only what is view only in this release • in catalog is view only you can see whether a product is in your catalog, but you cannot add or remove products from the catalog yourself to change catalog inclusion, or to adjust which product types or specific products are available, contact your shi sales representative how standards and catalog interact •standards can only contain products that are in your catalog if a product is not in your catalog, it cannot be added to standards contact your shi representative to have the product added to your catalog first •standards only catalog is a separate option that overrides other catalog rules while it is enabled •changes to standards and the standards only toggle apply in near real time and persist across the distribution summary, the in standards status, and your shi com shopping results notes and constraints • access requires an admin, procurement admin, or global admin tenant role, or the storefront manager role • the base catalog is display only and cannot be reassigned from this page • the product summary is a visual distribution and does not filter results • catalog search is text only • in catalog is status only in the customer facing experience contact your shi representative to change catalog inclusion • standards only catalog does not require a catalog rebuild and takes effect in near real time getting started accessing the feature navigate to my accounts > select your account > storefronts open the storefront you want to review click the catalog tab it appears before standards and settings if you do not see the catalog tab, confirm you have an admin, procurement admin, or global admin role, or the storefront manager role using catalog policies (step by step guides) 1\ viewing the base catalog open the storefront and click the catalog tab review the base catalog section at the top left of the page the current base catalog name is displayed (for example, zumiez (platinum+)) the base catalog cannot be changed from this page result you can confirm the base catalog assigned to your storefront 2\ reviewing the product distribution summary review the storefront catalog section at the top right of the page confirm the total products count review the distribution, which shows counts and percentages for hardware software other products result you get a high level view of how your catalog is distributed across product types 3\ searching the catalog product list in the catalog adjustments section, select the product tab click the search field and enter text to search the list of catalog products search is text only review the updated results table below the search field result you can quickly find products in your catalog 4\ reviewing product details in the table use the table to review available product information review the columns shown product mfr part shi part # availability in catalog (status only) msrp std cost in standards check each row as needed to confirm whether the product is in stock, in your catalog, and included in standards, along with basic pricing result you can review key catalog policy details directly from the product table 5\ understanding in catalog status locate the in catalog column for a product row read the status yes the product is currently in your storefront catalog no the product is not currently in your storefront catalog to add a product to your catalog, or remove one, contact your shi sales representative in catalog cannot be changed from this page result you can confirm what is available to your shoppers and know exactly what to request from your rep 6\ filtering and sorting the product table open the catalog search table apply the in catalog filter to show only products currently in your catalog click a column header to sort the table by that column’s options result you can focus on in catalog products and order the table to find items faster 7\ opening quick product details find a product in the product list click the linked product name review the side panel that opens the side panel provides product details only no actions such as add to cart are available result you can view more product information without leaving the catalog page 8\ adding or removing a product from standards in the product tab, locate the in standards column for the product row if the product is not in your catalog, a message explains that only in catalog products can be added to standards contact your shi representative to have the product added to your catalog first to add the product to standards, click the in standards toggle in the modal, select the standards folders to add the product to, or create new folders confirm to save the product is added to the selected folders and persists to remove the product from standards, click the in standards toggle a modal lists all folders the product currently belongs to confirm removal the product is removed from standards and persists result the in standards status updates accordingly, and the change is reflected across your storefront in near real time 9\ enabling standards only catalog open the storefront and click the catalog tab in the base catalog section, locate the “override catalog to standards only” toggle turn the toggle on review the confirmation message and confirm the action result your shoppers’ experience is limited to only the products in your standards this overrides other catalog rules while enabled 10\ disabling standards only catalog return to the catalog tab turn the “override catalog to standards only” toggle off result shoppers again see the catalog as defined by the base catalog and any active rules use cases & scenarios primary use cases • administrators review the base catalog and distribution assigned to their storefront • administrators search for products and confirm whether they are in the catalog and in standards • administrators open commodity product details for additional review • administrators curate their standards by adding or removing products • administrators limit shopping to approved products by enabling standards only catalog • administrators identify products they want added to or removed from the catalog, then request the change from their shi representative best practices • use specific search text when looking for products • review in catalog and in standards together when validating your storefront’s shopping experience • use the product distribution summary for quick context, then use the table for item level review • curate your standards carefully before enabling standards only catalog • use the in catalog filter and column sorting to validate your effective catalog quickly • when you need catalog changes (adding or removing products, adjusting product types), contact your shi sales representative with the specific products or categories troubleshooting and faq common issues • i do not see the catalog tab confirm you have an admin, procurement admin, or global admin tenant role, or the storefront manager role members and shoppers cannot access this page • i cannot change the base catalog this is expected the base catalog is display only • i cannot change a product’s in catalog status this is expected in the customer facing experience contact your shi representative to add or remove products from your catalog • i tried to add a product to standards and received a message only in catalog products can be added to standards contact your shi representative to have the product added to your catalog first • i clicked a product and cannot take action from the details panel this is expected the side panel is view only faqs • q who can access catalog policy management? a users with an admin, procurement admin, or global admin tenant role, or the storefront manager role • q what does “in catalog” mean? a it shows whether a product is currently purchasable in your storefront catalog in the customer facing view it is status only • q how do i add or remove a product from my catalog? a contact your shi sales representative catalog inclusion cannot be changed from this page • q can i reassign the base catalog? a no the base catalog is display only contact your shi representative for catalog changes • q how do i add a product to standards? a click the in standards toggle and select the folders to add the product to, or create new ones the product must already be in your catalog • q what happens when i remove a product from standards? a a modal shows every folder the product belongs to and asks you to confirm removal once confirmed, the product is no longer in standards • q what does standards only catalog do? a it limits your shoppers to only the products in your standards and overrides other catalog rules while enabled • q do i need to rebuild the catalog when using standards only catalog? a no it applies dynamically and takes effect in near real time • q where do my standards changes take effect? a automatically across the distribution summary, the in standards status, and your shi com shopping results, in near real time