Step 1: Configure the smart attributes

  1. For each attribute that is to be used in the rule, make sure that the Use in Product Listing storefront property is set to Yes.

    NOTE
    Make sure the attribute that you select is NOT a multiselect Input Type.
  2. Complete the configuration to identify each smart attribute that is to be used with Visual Merchandiser.

Step 2: Create the category rule

  1. In the category tree, open the category to be edited.

  2. In the Products in Category section, set Match products by rule to Yes.

    The automatic sorting and condition options appear.

  3. Click Add Condition.

  4. Choose the Attribute that is the basis of the condition.

  5. Set Operator to one of the following:

    • Equal
    • Not equal
    • Greater than
    • Greater than or equal to
    • Less than
    • Less than or equal to
    • Contains
  6. Enter the Value that is to be matched.

    Add Condition to Category Rule

  7. Repeat this process for each attribute that is needed to describe the conditions to be met.

    For example, to match products that were created between seven and 30 days ago, do the following:

    • Set Date Created to Less than 30.

    • Set Logic to AND.

      NOTE
      When you choose AND, the rule applies to products where all the conditions are met. WHen you choose OR, it applies to products where at least one condition is met.
    • Set Date Modified to Greater than 7.

  8. To apply a sort order automatically to the dynamically generated product list, set Automatic Sorting.

    Automatic Sorting

    Sort order options are defined globally and applied based on current conditions. You cannot set a different sort order for the website, store, or store view level.

    Sort optionDescription
    Stock quantitySort based on stock, from top or bottom: Move low stock to top or Move out of stock to bottom
    Special priceSort based on price, from top or bottom: Special price to top or Special price to bottom
    New ProductsList newest products: Newest products first
    ColorSort alphabetically by color: Sort by color
    Product NamesSort by name in ascending or descending order: Name A - Z or Name Z -A
    SKUSort by SKU in ascending or descending order: SKU: Ascending or SKU: Descending
    PriceSort by price in ascending or descending order: Price: High to low or Price: Low to high
  9. When complete, click Save Category.

NOTE
When setting up a category rule, the products are matched and assigned to the rule when the category is saved. If you add a product to the catalog and want to include it in the rule, you must resave each category that is set to match products by rule. This ensures that the new product is included.
  • Match products by rule - Determines if the list of products in the category is dynamically generated by a category rule. Options: Yes / No

  • Automatic Sorting - Automatically applies a sorting order to the list of category products. Options: None, Move low stock to top, Move low stock to bottom, Special price to top, Special price to bottom, Newest products first, Sort by color, Name: A - Z, Name: Z - A, SKU: Ascending, SKU: Descending, Price: High to Low, and Price: Low to High

    NOTE
    If you have a configurable product with child products, the parent product stock is calculated based on the combined total of child product stocks. Consider an example where you have configurable product Proteus Fitness Shirt with orange, red, and yellow child products with different stock quantities of each. The parent product stock is calculated based on the combined total of stock of orange, red, and yellow child products. With the Move low stock to top option, it calculates the stock of parent products by combining all of its salable child products stock and sorts it accordingly.
  • Add Condition - Adds another condition to the rule.

  • Attribute - Determines the attribute that is used as the basis of the condition. Options:

    OptionDescription
    Clone Category ID(s)Dynamically clones products, without their sorting and order, from multiple categories based on Category ID.
    ColorIncludes products based on color.
    Date Created (days ago)Includes products based on the number of days since the products were added to the catalog.
    Date Modified (days ago)Includes products based on the number of days since the products were last modified.
    NameIncludes products based on the product name.
    PriceIncludes products based on price. This attribute not applicable for configurable products because they don’t have their own price.
    QuantityIncludes products based on the quantity in stock.
    SKUIncludes products based on SKU.
    NOTE
    The quantity of a configurable product with child options is calculated by combining all the salable child product quantities. Consider an example where you have a configurable product Basic Fitness Tank with purple, red, and yellow color options and different quantities of each. In this case, the parent product (Basic Fitness Tank) quantity is the combined salable quantity of the purple, red, and yellow color child products.
  • Operator - Specifies the operator that is applied to the attribute value to meet the condition. Unless an operator is specified, Equal is used as the default. Options: Equal, Not equal, Greater than, Greater than or equal to, Less than, Less than or equal to, and Contains

  • Value - Specifies the value that the attribute must have to meet the condition.

  • Logic - The Logic column is used to define multiple conditions, and appears only when another condition is added. The operators follow the rules of precedence for MySQL boolean operators. Options: AND / OR

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