Automated Categories User Guide

Quick Setup

Choose a Category

When you open the app, the first you will see is a list of your store’s categories. Choose one of these to get started.

Choose Rule Based Product Assignment

There is an option on each category whether products should be assigned manually (i.e. BigCommerce native functionality) or automatically using rules.

Configure Rule

The next step is to configure the conditions required for a product to be assigned to the category.

For each condition you can configure:

  • Field

    • The product field to consider, e.g. SKU, Sale Price etc.

  • Operator

    • How to compare the required value with the product field. For example.

  • Value

    • This is the value that is compared with the product field for each product.

In the example below, we show how to configure a rule to create a category with all products that have sale price set on them.

Save and Process Catalog

Upon each save of a category, all products are re-processed and evaluated against this rule. This may take a few moments depending on the size of your catalogue.

Note that this is completed in the background and so a success message that this stage just indicates that the process was successfully started.

 

Full Guide

Example Rules

One of the easiest ways of seeing how this app can be used is to view our https://space48.atlassian.net/wiki/spaces/APPDOCS/pages/2129723696 page.

Available Fields

The available product fields that can be used to create category conditions are:

  • Brand

  • Condition

    • New, Used or Refurbished

  • Date Created

  • Date Modified

  • Description

    • HTML characters may need to be encoded, e.g. ® for ® to match.

  • GTIN

  • ID

  • Inventory Tracking

    • None, Product or Variant based inventory.

  • Inventory Level

    • i.e. stock level

  • MPN

  • Name

  • Price

    • Note that this is the price that is entered into admin and may not always include sales tax depending on your BigCommerce settings.

  • Purchasability

    • Can be purchased, Can be Pre-ordered, or Cannot be purchased.

  • Sale Price

    • Note that this is the price that is entered into admin and may not always include sales tax depending on your BigCommerce settings.

  • Search Keywords

  • SKU

  • Type

    • Physical or Digital

  • UPC

  • Weight

Available Operators

The available operators that can be used to create category conditions are:

  • (Text) Contains

    • Case insensitive

    • Does not support comma, separated keywords - each word to be matched should be a separate contains condition.

  • (Text) Does not Contain

    • Case insensitive

  • (Text) Exactly matches

    • Case sensitive

  • (Text) Does not exactly match

    • Case sensitive

  • (Text) Starts with

    • Case insensitive

  • (Text) Does not start with

    • Case insensitive

  • (Text) Ends with

    • Case insensitive

  • (Text) Does not end with

    • Case insensitive

  • (Text) Is In

    • A list of values separated by a comma, e.g. SKU is in “ABC,DEF,XYZ”

    • Case insensitive

  • (Text) Is Not In

    • A list of values separated by a comma, e.g. SKU is in “ABC,DEF,XYZ”

    • Case insensitive

  • (Number) Greater than

  • (Number) Less than

  • (Date) Before

  • (Date) On or After

  • (Date) Before X Days ago

    • Where X is the number of days.

  • (Date) On or after X Days ago

    • Where X is the number of days.

  • (Boolean) Is true

  • (Boolean) Is false

  • (Other) Exists

    • True if the product field has a value greater than 0.

  • (Other) Does not exist.

    • True if the product field does not have a value or that value is “falsey”, e.g. 0.

Multi-Condition Rules

The app provides support for multiple conditions to be evaluated when considering whether a product should be assigned to a category, using AND and OR.

For example, in the below example, a product will only be assigned to the Skateboards category if “Trucks” is mentioned in its Search Keywords OR it has “skateboard” in its SKU.

This is helpful when your product catalogue doesn’t have a single consistent way of identifying products.

 

Similarly, you can use AND conditions when there are multiple factors to consider when evaluating which products should be assigned, or perhaps reasons to exclude products.

The below example shows creating a sale category for all products with a sale price set, bar “purses” as denoted by the product name.

 

Synchronisation

No product data is stored within our app. When required, products are fetched live, evaluated against the active category rules and their categories updated if required.

Product categories are updated when:

  • A Category rule within the app is saved.

  • A product is created or saved. (Please note the limitations detailed below)

  • Twice a day the app reprocesses the full catalogue automatically.

 

Force Product Reprocessing

Not all product fields trigger category reprocessing.

BigCommerce notified the app when a product is updated but only when certain fields have changed. See the official documentation.

This means that if you use a field that is on the following list won’t be immediately re-evaluated:

  • MPN

  • GTN

If you have product updates that require them to be re-processed for category updates, you can force this by one of the following methods:

  • Making a change to a field will trigger a product update notification, e.g. extra space in the product description.

  • Re-save the category rule and this will trigger a full catalogue reprocessing.

  • Going to Advanced settings in the app and clicking Re-process all products will also trigger a full catalogue reprocessing.

Disabling Rule Processing

Rule processing can be disabled for each category by editing the category and changing the setting back to Manually assign products to the category. This will mean that you can use the native BigCommerce product assignment again.

Disabling will not revert categories to their original state but rather stop any further changes from being made.

This may be useful if you wish to use the app to do an initial product assignment and then disable it to manually manage from then onwards.