# Product Categorization

Omnitron’s category management feature is a versatile tool that empowers users to effectively manage product categorization across both shop and marketplace sales channels. This feature ensures that products are organized into the appropriate categories, enhancing visibility, improving navigation, and supporting efficient integration with various sales platforms.

Omnitron provides three primary methods for product categorization, each tailored to different scenarios and needs:

1. **Product-to-Category Categorization**
2. **Category-to-Category Categorization**
3. **Rule-to-Category Categorization**

Each method is tailored to specific use cases and offers unique advantages. Whether you need precise manual control, automated mapping between categories, or attribute-based dynamic categorization, Omnitron’s solutions are designed to meet your requirements.

Below, a detailed explanation of these methods and their step-by-step implementation are provided.

## <mark style="color:red;">1. Product-to-Category Categorization​</mark> <a href="#id-1-product-to-category-categorization" id="id-1-product-to-category-categorization"></a>

A manual approach that allows users to directly assign individual or multiple products to specific categories. This method provides precise control and is ideal for smaller catalogs or situations requiring granular product placement.

1. Navigate to the **Products and Catalogs > Catalogs** in Omnitron.

   <figure><img src="https://2911598027-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FlQinVPnOffBiOp126ldR%2Fuploads%2Fgit-blob-f46b1fa0c08bdf643fefb3f08eba8cb7b1f2ab48%2Fimage%20(35).png?alt=media" alt=""><figcaption></figcaption></figure>
2. Click on the **Category Tree** of the relevant catalog.

   <figure><img src="https://2911598027-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FlQinVPnOffBiOp126ldR%2Fuploads%2Fgit-blob-bc5aa3172ce1218e958841ab8d5428c5b90a98aa%2Fimage%20(36).png?alt=media" alt=""><figcaption></figcaption></figure>
3. Select one or multiple products from the product list.

   <figure><img src="https://2911598027-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FlQinVPnOffBiOp126ldR%2Fuploads%2Fgit-blob-3a6c280257b2354d0dc70c86267eb65c633f434f%2Fimage.png?alt=media" alt=""><figcaption></figcaption></figure>
4. Choose the relevant category from the category tree.

   <figure><img src="https://2911598027-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FlQinVPnOffBiOp126ldR%2Fuploads%2Fgit-blob-35c80a27fb14980205fcdc6cf3a7b15ec3d2ec43%2Fimage.png?alt=media" alt=""><figcaption></figcaption></figure>
5. Use the "Select Action" dropdown, select **"Add Selected Products to Selected Categories"** and click the **“APPLY”** button.

   <figure><img src="https://2911598027-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FlQinVPnOffBiOp126ldR%2Fuploads%2Fgit-blob-09ec25e628567133da35e30dd324ccc23c3cf952%2Fimage.png?alt=media" alt=""><figcaption></figcaption></figure>

## <mark style="color:red;">2. Category-to-Category Categorization​</mark> <a href="#id-2-category-to-category-categorization" id="id-2-category-to-category-categorization"></a>

A mapping-based approach that links categories from a source category tree to a target category tree. This method is particularly useful for sales channels where products need to be synchronized between pre-existing category structures, enabling automated and efficient categorization.

1. Navigate to the **Products and Catalogs > Catalogs** in Omnitron.

   <figure><img src="https://2911598027-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FlQinVPnOffBiOp126ldR%2Fuploads%2Fgit-blob-f46b1fa0c08bdf643fefb3f08eba8cb7b1f2ab48%2Fimage%20(35).png?alt=media" alt=""><figcaption></figcaption></figure>
2. Click on the **Category Tree** of the relevant catalog.

   <figure><img src="https://2911598027-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FlQinVPnOffBiOp126ldR%2Fuploads%2Fgit-blob-bc5aa3172ce1218e958841ab8d5428c5b90a98aa%2Fimage%20(36).png?alt=media" alt=""><figcaption></figcaption></figure>
3. Click the **"AUTO ASSIGN RULES"** button in the top-right corner.\\

   **NOTE:** Ensure that a source category tree exists in Omnitron from a previously categorized sales channel.

   <figure><img src="https://2911598027-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FlQinVPnOffBiOp126ldR%2Fuploads%2Fgit-blob-566499559ef311d3c511025bfb3a023edc0369da%2Fimage.png?alt=media" alt=""><figcaption></figcaption></figure>
4. Select the **Source Category Tree** (e.g., SHOP) and click the **APPLY** button.

   <figure><img src="https://2911598027-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FlQinVPnOffBiOp126ldR%2Fuploads%2Fgit-blob-9f90d6c9dd76f735c3901d0f256d7416d624ac1c%2Fimage.png?alt=media" alt=""><figcaption></figcaption></figure>
5. Use the category trees displayed:

* The **left tree** represents the **source** categories.
* The **right tree** represents the **target** categories.

  <figure><img src="https://2911598027-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FlQinVPnOffBiOp126ldR%2Fuploads%2Fgit-blob-2be3deae76ce4a19653c0f3ea2c036d3aec5a050%2Fimage.png?alt=media" alt=""><figcaption></figcaption></figure>

6. Map the desired source categories to target categories by:

* Clicking the **"Select Category"** box and selecting from the target category name.

  <figure><img src="https://2911598027-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FlQinVPnOffBiOp126ldR%2Fuploads%2Fgit-blob-d882b85db49d259de503a857e79f92868e9ef531%2Fimage.png?alt=media" alt=""><figcaption></figcaption></figure>
* Clicking the **"Category Tree"** icon and selecting from the target category tree.

  <figure><img src="https://2911598027-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FlQinVPnOffBiOp126ldR%2Fuploads%2Fgit-blob-df3c0fa8dbf0643ae6b1efa893246d3de627a154%2Fimage.png?alt=media" alt=""><figcaption></figcaption></figure>

7. Use the **IGNORE** toggle between the source and target trees to exclude specific source categories from mapping.

{% hint style="warning" %}
After mapping categories, products must be assigned to the **Sales Channel Catalog** for the categorization to take effect.
{% endhint %}

## <mark style="color:red;">3. Rule-to-Category Categorization​</mark> <a href="#id-3-rule-to-category-categorization" id="id-3-rule-to-category-categorization"></a>

A dynamic approach that assigns products to categories based on their attributes and predefined rules. This method is well-suited for large catalogs or scenarios requiring flexible and automated categorization without relying on a source category tree.

{% hint style="warning" %}
Rule-based categorization does not rely on pre-existing category trees.
{% endhint %}

**1. Set up rules for categorization:**

* Navigate to the **Products and Catalogs > Catalogs** in Omnitron.

  <figure><img src="https://2911598027-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FlQinVPnOffBiOp126ldR%2Fuploads%2Fgit-blob-f46b1fa0c08bdf643fefb3f08eba8cb7b1f2ab48%2Fimage%20(35).png?alt=media" alt=""><figcaption></figcaption></figure>
* Click on the **Category Tree** of the relevant catalog.

  <figure><img src="https://2911598027-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FlQinVPnOffBiOp126ldR%2Fuploads%2Fgit-blob-bc5aa3172ce1218e958841ab8d5428c5b90a98aa%2Fimage%20(36).png?alt=media" alt=""><figcaption></figcaption></figure>
* Click the **"AUTO ASSIGN RULES"** button in the top-right corner.

  <figure><img src="https://2911598027-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FlQinVPnOffBiOp126ldR%2Fuploads%2Fgit-blob-566499559ef311d3c511025bfb3a023edc0369da%2Fimage%20(37).png?alt=media" alt=""><figcaption></figcaption></figure>
* Switch to the **Rules** tab.

  <figure><img src="https://2911598027-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FlQinVPnOffBiOp126ldR%2Fuploads%2Fgit-blob-b3cef5b65347b01abc9d794bf29a9d9759a4aa3c%2Fimage.png?alt=media" alt=""><figcaption></figcaption></figure>
* Click the **"+NEW CATEGORY MAPPING RULE"** button in the top-right corner.

  <figure><img src="https://2911598027-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FlQinVPnOffBiOp126ldR%2Fuploads%2Fgit-blob-4247be285dc0e977f7d7bd1f74fc174045bd3813%2Fimage.png?alt=media" alt=""><figcaption></figcaption></figure>

**2. Define a new rule:**

* Select a **Target Category Name** from the category tree.

  <figure><img src="https://2911598027-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FlQinVPnOffBiOp126ldR%2Fuploads%2Fgit-blob-a2595eacbcc68601c561b0722ea55933418dc5c8%2Fimage.png?alt=media" alt=""><figcaption></figcaption></figure>
* Create rules using:
  * **Source Category Name**
  * **Attribute Set Name**
  * **Attribute Name**
  * **Condition Processor**
  * **Value**

    <figure><img src="https://2911598027-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FlQinVPnOffBiOp126ldR%2Fuploads%2Fgit-blob-826567f9b6ef2a8e65fe33e02ad8f9bd35a54e6d%2Fimage.png?alt=media" alt=""><figcaption></figcaption></figure>
* Add multiple conditions using the "+" button next to the **"Value"** field, connected with **"AND"** logic.

  <figure><img src="https://2911598027-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FlQinVPnOffBiOp126ldR%2Fuploads%2Fgit-blob-fbb149f9c437774dfdcb89eea62cd06e7b880f53%2Fimage.png?alt=media" alt=""><figcaption></figcaption></figure>
* Add multiple rules under the same target category using the "+" button next to the **"1st Rule"** field, connected with **"OR"** logic.

  <figure><img src="https://2911598027-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FlQinVPnOffBiOp126ldR%2Fuploads%2Fgit-blob-098f515fbd584b89a0fc69f93b594d0f3986e9f8%2Fimage.png?alt=media" alt=""><figcaption></figcaption></figure>

3. Save the rule and ensure it is active using the **Status** toggle.\\

   <figure><img src="https://2911598027-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FlQinVPnOffBiOp126ldR%2Fuploads%2Fgit-blob-63e4e7b3e6fdd23590ef206e1da2acaad6da5a8a%2Fimage.png?alt=media" alt=""><figcaption></figcaption></figure>
4. Assign products to the **Sales Channel Catalog** for the rules to take effect.

## <mark style="color:red;">Priority Between Methods​</mark> <a href="#priority-between-methods" id="priority-between-methods"></a>

When both **Category-to-Category** and **Rule-to-Category** methods apply to a product, **Category-to-Category** categorization takes precedence.
