Dynamic Categories

Each Product may be manually assigned to Categories. However, the process of adding and removing categories can be simplified through the use of Dynamic Categories. 

How Dynamic Categories Work

The user sets up several rules, by which the website can check whether any product qualifies for a Dynamic Category. 

Through this method, when products become eligible, that Dynamic Category will be assigned to the Product.

When a product ceases to be eligible, that Dynamic Category will immediately be removed from the Product. 

A common Category is 'Sale'. If a Product has a Sale Price that becomes active, it will automatically be added to that Category. When that Sale Price is disabled, the Product will automatically be removed from that Category. 

Setting Up New Overlay Rules

Overlay Rules are managed in the second tab of the Edit Category screen. 

Simply select the criteria that you wish to apply to your Rule.

Rules work on an AND basis. That means that in order for a rule to be applied, all criteria must be met, e.g. Assign Products which 'Have an active sale price' AND 'were added in the last 30 days' AND 'are in the Beds category'.

Once added, this will be automatically active, and live Products will be assigned if the rule applies to them. 

FAQs

How does the Lead Time rule work with Dynamic Categories?

A Product will match this rule if it has any Variants with a lead time between these values. It will not take into account stock currently on the water, e.g. it ignores unallocated stock on Purchase Orders.


Revision #3
Created 20 August 2024 08:47:51 by Mike
Updated 23 September 2026 10:36:57 by Mike