User GuideSetup

Setup

Sana Commerce 9.1
Your connector

Search

Sana Commerce search is based on the Lucene search engine. By adding the product fields to the Lucene index you can extend the webstore search functionality.

The fields that can be used to configure filtering and sorting of the products in the webstore at first should be added to the index under the ERP Integration menu item. There you can also set up the keyword fields that allow searching products in the webstore by different keywords: title, item number, color, size, description and others. For more information about index fields, see 'ERP Integration'.

When the fields are added to the index under the ERP integration menu item you can configure filtering and sorting of products under the Navigation & search menu item.

Facetted filters



Under the Facetted filters tab you can configure filtering of products by adding facets to the webstore on the product list and search results pages.

Using facets a customer can filter the products in the webstore, for example by color, size or brand. The facetted filter is shown in the webstore on the left of the product list and search results pages.

For each product list page you can use either the default facetted filter configured under the Navigation & search menu item or you can configure the page specific filters for any product list page. For more information, see 'Product List Pages'. 

The tables below provide description of the facetted filters settings:

Facet settings Description
Enable facets multiselection This option allows to select multiple facets on the product list and search results pages at once. For example, you want to filter by color and size.
Show facets with empty values This option allows to show or hide the facets in the webstore which do not have values. But you can also edit Sana texts for the empty-valued facets using the In-site editor.

Field Description
Field name This dropdown list presents all fields which can be used for filtering products catalog using facets. Facet fields become available only after they are added to the search index fields. To add fields to the search index in Sana Admin click: Setup > ERP integration > Index fields > Filter fields. Thus, when you add a search index field which can be used for facets it becomes available in the Field name dropdown of the facetted filters. Depending on the type of the field added to the search index, filtering using facets may not be available.
Followed by robots Use this option to allow or forbid search engine crawlers to follow the facet items (links) on the product list and search results pages.

You can change the order of the facetted filter fields simply by dragging and dropping them. The facets are shown in the webstore exactly in the same order as they are defined in the table.

In case if facets multiselection is enabled, when a user filters the products using facets each selected facet is added to the URL. If you have a lot of facets in the webstore it may result in a very long URL that cannot be handled and a user will see an error. If a lot of facets are used in your webstore open the In-site editor and click Create page messages at the top pane. Search for the page message with the ProductListUrl_NoneSelected text identifier. Add a short description to these text messages to build the shorter URLs for the facets. For example, if you have filtering by the operating systems the description can be 'OS'.

Search & results



The table below provides the description of the search settings under the Search & results tab:

Search settings Description
Phonetic search Phonetic search provides the possibility to search text by phonetic representation of the keywords pronunciation. This allows to search products not by the exact spelling of the words but by their pronunciation. It is useful when the customer does not know the exact spelling of the word or misspelt.

For example, if you are not sure how to spell the word 'discount' you can type 'diskaunt', 'dizkaunt', 'discaunt', in the search field, which is close to the pronunciation of the word 'discount'.

Thumbnails This option allows to show/ hide product images on the search results page.
Multiple search terms operator Use multiple terms search operators (AND, OR) to determine the relationship between multiple search terms and as a result to narrow or broaden your search by keywords.
  • AND: Searches for results that include all terms from the query.
    For example, if you search for a 'black shirt', the query will return all items that contain both words 'black' and 'shirt'.
  • OR: Searches for all results that include at least one term from the query.
    For example, if you search for a 'mountain bicycle' the query will return all items that contain either the word 'mountain' or the word 'bicycle' or both.
Wildcard search A wildcard is an asterisk character (*) that is used as a placeholder for any sequence of characters or words. Using wildcard you can search by a part of the word or you can search for a phrase based on core terms. Notice, that if wildcard search is enabled you should not enter the asterisk character (*) in the query, it is used automatically.

Available options:

  • Disabled: If this option is selected the wildcard search is disabled.
  • Trailing: If this option is selected the wildcard character is automatically used at the end of the query.
    For example, if you search for 'bla', the query will return all items that contain words starting with 'bla', for instance 'black'. The query looks 'bla*', thus in the example 'ck' in the word 'black' is substituted with a wildcard character (*).
  • Leading and trailing: If this option is selected the wildcard character is automatically used at the beginning of the query and at the end.
    For example, if you search for 'peak', the query will return all items that contain words with 'peak' in it, for instance 'speaker' or 'loudspeaker'. The query looks '*peak*', thus in the example 's' and 'er' in the word 'speaker' are substituted with a wildcard character (*).

Remember that wildcard search can be used to search by a part of the word as well as part of a phrase.

Using search index fields added under the ERP Integration menu item you can configure sorting of the products in the webstore on the search results and product list pages.

The table below provides the description of the Sort fields under the Search & results tab:

Field Description
Field name This column presents all fields which can be used for sorting of the products. If you need to add or remove any field you can do this under the ERP Integration menu item, in the Filter fields section.

Note: Depending on the type of the field sorting may not be available.

Sortable This option allows to sort products by the selected field name.

You can change the order of the sort fields simply by dragging and dropping them. In the webstore on the product list and search results pages the fields that are used to sort the products are shown in the same order as they are placed in Sana Admin.

User GuideSetup