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Product PIM (Product Moderation)

Completely updated the functionality of product moderation. PIM system allows:

  • store, process and manage product data;
  • manage product information, perform data quality control, check that the content of product cards meets the company's requirements for their quality and content;
  • detect and correct errors, avoid duplication of data, standardize product descriptions and reduce the risk of marketing errors;
  • reduce the time it takes to bring new products to market, thus increasing the competitiveness of the business;
  • set up the most complete presentation of information about products and content to external users of the site for further work;

Product moderation functionality is available on all projects with the current version. It is connected through the Portal Settings in the admin panel.

To implement product moderation on the platform, two new user roles have been added:

Responsible manager (Marketer) is a user for the head of the content department. Its peculiarity is that it can import products to the platform, moderate them on its own or check the quality of work of its subordinates (brand managers) by generating a report.

A brand manager is a role for an employee of the content department who performs direct verification and enrichment of the product card with the necessary data for publication in the buyer's catalog. He has access only to a set of goods that are part of his area of responsibility. The area of responsibility is selected at the stage of creating a user by the platform administrator using categories and specific properties of products.

The platform administrator creates these users and grants them the necessary rights.

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In addition, the platform administrator can also set product moderation statuses - their name and display color. There are 5 moderation statuses in total:

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Awaiting moderation - the product has been uploaded to the site, but is not yet displayed to buyers, since it has not yet been verified.

Awaiting fix - this status is assigned to the product if the brand manager has taken it to work, but there is not enough data for publication. In this status, the product is not published in the open catalog and is not available to customers.

Product rejected - the product has been uploaded to the platform, but under no circumstances can it be verified and published in the open catalog. For example, this is a product that does not fit the theme of the site, or an erroneously uploaded product. The product will be saved in the database, but it will not be available in the customer catalog.

The product has passed moderation - this status is assigned to the product when the responsible employee has checked and edited the product card and made sure that all the parameters of the product range and content meet the requirements of the company. In this case, the product is given this status and it becomes available to buyers.

The product has passed moderation - delayed publication - this status is used if you want to postpone the publication of the product for a specific day and time. For example, a company introduces a new product to the market. In this case, the goods can be imported to the site and checked in advance. For the product, the date and time are selected when it should be published in the buyers catalog and the product is published automatically at the specified date and time.

He can also set up the weights of product fields to calculate the percentage of product card fullness. This indicator is calculated automatically and simplifies the work for brand managers.

The moderation process is as follows: first, the Responsible Manager imports the products to the platform. The file upload process is described in detail on the page. But in addition to the standard data, the Responsible Manager can also select master data that will not be available for modification by the brand manager. For example, an article can be selected as the master data. Then the brand manager will not be able to change this field when editing the product.

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When the products are uploaded, the brand managers begin to check and moderate them. New products have the status Awaiting for moderation by default. A brand manager can set filtering by this status in the My Catalog section.

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He conducts a full check of the product data. If necessary, he can edit them. By switching to edit mode, a product card will open, where the percentage of fullness will be visible and it will be possible to correct the necessary data. The data is on several tabs: Attributes, Properties, Files, Prices, Remains, Images.

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Required fields are marked with a red asterisk. If you do not specify data for them, then you will not be able to save the changes and an error will be indicated in the Fill errors area.

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After making changes, you can immediately indicate the desired status for the product, for example, if there is enough data for publication, then you can immediately set the status Product passed moderation and it will be published in the buyers catalog after saving the changes.

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If a number of products have undergone massive changes, for example, a new feature has been added or images have been updated, you can upload an XLS file that contains the product ID and columns with updated values. Thus, the user does not need to edit each product manually, and changes can be made in bulk.

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The data export capabilities have also been expanded. Each user can solve their own problems with the help of export. The responsible manager (leader) receives a report on the work of his employees (brand managers). The brand manager receives product information and can obtain files and images for each product for review. The buyer gets the opportunity to upload a file with products for subsequent uploading to trading platforms, for example, if he buys from a supplier on the platform, and then sells it at retail.

Unloading of text information on products is made in the form of an XLS-file. The file is a table with all the data that the product card contains.

Unloading of media content is carried out in the form of an archive, which contains nested archives with media (images, files) for products. Each archive with the media content of a product has a name that matches the article, so you can conveniently find data on a particular product.

The responsible manager has an additional moderation status setting. When it is enabled, the manager will receive information in the file about the article, name, percentage of completion, moderation status of the product and the brand manager responsible for this product. Thus, he can at any convenient time check the quality of work of his subordinates by generating a report in his personal account.

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Catalog redesign

Changed the appearance of the catalog page, as well as the product card and the product editing mode.

Filters for catalog search are now displayed to the left of it and are applied automatically when they are installed.



With the display option of the Table catalog, you can individually configure the columns that will be displayed.

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Also, using the drag-and-drop functionality, you can change the order of the displayed columns. To do this, you need to hover over the square symbol with dots and drag the column to the desired location.

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The appearance of the product card has also been changed. A block was selected for adding an item to the cart.


Description, characteristics and product files are placed on separate tabs, between which you can switch.


In the product editing mode, the data is also divided into several tabs and the percentage of filling in the product card is indicated.

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If a product has several images, then it will be possible to set the order in which images are displayed in the product card using the drag-n-drop functionality.

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If some of the required fields were not filled in, then the Filling errors block will contain information about this. Until the errors are fixed, saving changes will not be available.

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Примечание
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If you have any questions about using or configuring the functionality, please contact AGORA technical support.