ERP User GuideMicrosoft Dynamics 365 for Finance and Operations, Enterprise Edition

Microsoft Dynamics 365 for Finance and Operations, Enterprise Edition

Product Categories



Dynamics 365 for Operations allows to classify products using item groups and product categories. Item groups or product categories can be imported into Sana Admin to build webshop navigation. By default Sana uses item groups. Item groups allow to create single-level navigation, unlike product categories that can be used to create multilevel navigation. Item groups are required, as they are needed when you create products.

Also if you use customer assortment rules, they can be configured per product and item group. Additionally you can use product categories in Dynamics 365 for Operations and import them as navigation items instead of the item groups. To be able to use product categories you should create a category hierarchy and assign products to this category. Then you should enable product categories and select category hierarchy in the Webshops form. The selected in the Webshops form category hierarchy can be imported into Sana Admin as navigation items for your webshop.

For more information, see 'ERP Integration'.

Create a product category

Step 1: Click: Product information Management > Setup > Categories and attributes > Category hierarchies.

Step 2: On the action pane, click New and enter a unique name to create a category hierarchy.

Step 3: Use the Category hierarchy form to a create category hierarchy in order to classify products by categories.

The following fields are required:

Field Description
Name The name of the category node.
Visible in webshop This option allows to make the category node visible or invisible in the webshop. If you make the category node invisible, all sub-nodes will be also invisible.
Friendly name The friendly names of the category nodes are used for webshop navigation. When you import the product category into Sana Admin to build webshop navigation, the friendly names of the category nodes will be used for navigation items.

 NOTE

The category hierarchy should be active. On the action pane you can activate and inactivate the category hierarchy or any category node.


 NOTE

You can also associate category hierarchy with a Procurement category hierarchy type. If a category hierarchy is of the Procurement category hierarchy type, then you can add product attributes to the product category that can be used for products filtering in the webshop using facets. In Dynamics 365 for Operations it is possible to create only one product category of the Procurement category hierarchy type. For more information about how to use product attributes in Dynamics 365 for Operations, see 'Product Attributes'.

Step 4: When the category hierarchy is created you should assign products to a certain category node. To do this in the Released products list select a product and click Product categories on the Product tab to associate a product with a certain category. In the Product categories window select category hierarchy and category that a product should be linked to. This way you can link any product to a certain category. You can assign a single product to multiple categories. This way one and the same product can be shown in the webshop under different navigation items.

Step 5: When a product category is created and all products are associated with the product category click: Webshop > Common > Webshops.

Step 6: On the Webshops form enable product categories and select category hierarchy that you have created.

 NOTE

By default product categories are disabled and item groups are used. If you enable product categories this will require product reindexing. You should open Sana Admin, click: Tools > Scheduled tasks, and run the Product import task.

When all above steps are completed you can import the product categories into Sana Admin to build webshop navigation based on the product categories created in Dynamics 365 for Operations and selected on the Webshops form.

For more information about webshop navigation, see 'Navigation'.

ERP User GuideMicrosoft Dynamics 365 for Finance and Operations, Enterprise Edition