Item Rules allow a set of products to be defined by using multiple criteria for selection. These saved item filter rules are for use in catalogs and price profiles. To access this section go to Admin > Items Admin > Rules.

Users build rules by selecting from the options in the Available Filters dropdown. Select from one of four options to begin the process. Multiple filters can be used but they must be added one at a time. Selected filters will appear in the right column titled “Selected Filters”. Chose from the options that are contained within the filter results provide based on your selected filter (example: chose a category, like Audio, from the category filter). Some filters allow for multiple options to be selected. Once the options are chosen, click the Apply button. At this point another option from the Available Filters can be selected and added to the rule being created. Be sure to click Save to finish the creation process. Things to know about creating item rules.

• Creation takes place in Item Rules as described above OR you can save a search result string as an item rule. Example: User browses for notebooks and then filters by Dell. That string can be saved by clicking “+ Save As Rule” to the right side of the breadcrumb row.

• When multiple options are selected from multiple filters the system will generate an Item Rule for each of the options selected. Example: selecting the category filter and selecting more than one category option from the list will generate a rule for each selected category.
• As rules are created the name will autogenerate based on which options get selected. For simple selected filters with a single category of manufacturer you can edit the name during the creation process. For all others, multiple rule generating, the names can be edited from the Item Rules list page by clicking the edit icon. It is important to use names that reflect the purpose of the rule created.
• Item attributes / tags can be used for rule filtering (item, catalog and pricing). Tags can be created through Admin > Company Settings > Manage Tags. After tags get created they can be imported (assigned) to items using the “Product Attribute Import” file, or assign on the item edit page. To add attributes to the filter you can only have a single subcategory selected.
• When applying filters and tags to catalogs and pricing they can be added as either an include or exclude. For example, you can exclude a category from a manufacturer that you have loaded into your Include based catalog.

Creating Item Rules

To use Item Rules, new sections have been added for entry and display to both the following administrative areas. Those sections refer to them as Attribute / Tag Rules.

• Catalogs: When creating or editing a catalog, Item Rules can be added in the Item Attribute (Tag) Rules section by typing in the search box and selecting one of the returned rules. Once Add New Rule has been clicked, the new rule will appear in the Item Attribute (Tag) Rules list section at the bottom of the page.

• Price Profiles: When creating or editing price profiles, Item Rules can be added by clicking on the “Add New Rules” link within the Attribute / Tag Rules section of the page. In the Add New Attribute / Tag Rules lightbox, begin typing the rule you are looking for in the search field. Select the one you are looking for, pick the rate and method, and then click on the Add Rule button in the bottom left corner. This rule will be added to the price profile and displayed in the Attribute / Tag Rules section.

NOTE: The “Create New Rules” button will allow you to create a new one that will be instantly available to be added to the catalog or price profile.