Ensembles

Use this page to manage the ensembles defined in the site's catalog. You can add, delete, and edit ensembles. On this page you will find information that will help you to:

find an ensemble

activate an ensemble

deactivate an ensemble

view ensemble thumbnails

delete an ensemble

change an ensemble's workflow status

add a comment to an ensemble

view the changes made to an ensemble

create an ensemble

edit an ensemble

preview an ensemble

create a new order and add an ensemble to it

customize an ensemble for a locale (international sites only)

To find an ensemble:
  1. Select the "Find an Ensemble" tab.

  2. Enter a search term in the "Search Term" text box. This can be a keyword, an ensemble name, a product style number, or a category ID.

  3. Use the "Search By" dropdown list-box to the search method to use.

  4. Select "Find". A list of all the matches will appear below.

To activate an ensemble:
  1. Find the ensemble you wish to activate.

  2. Check the "Activate" check box to the right of the ensemble name.

Note: In order for an ensemble to display on the store front, the ensemble must also exist in an active category.

To deactivate an ensemble:
  1. Find the ensemble you wish to deactivate.

  2. Uncheck the "Activate" check box to the right of the ensemble name.

To view thumbnails of ensemble images:
  1. Find the ensemble(s) whose images you want to view.

  2. Hover your mouse over the "Thumbnails" icon for each ensemble. The thumbnail will be displayed in a pop-up window.

  3. To view thumbnails for all the ensembles at once, select the "Show Thumbnails" check box. The thumbnails will be displayed in the "Thumbnails" column.

To delete an ensemble:
  1. Find the ensemble you wish to delete.

  2. Select the "Delete" icon to the right of the ensemble name.

To change the workflow status of an ensemble:
  1. Find the ensemble whose status you wish to change.  

  2. Select the "Ensemble Name" or the "Edit" icon to the right of the ensemble name.  A new page appears with tabs for "Record Summary", "Attributes", "Images", "Metadata", "Related Items", "Products", and "Categories".  A "Locales" tab will also be available if the site is an international site.

  3. At the top of the page is a workflow status section that describes the current status of the ensemble.  You may only change the status of a staged version of the ensemble.

  4. Select the drop-down list box to expand it and see the statuses that you have permission to set the ensemble to. 

  5. Select the desired status.

  6. If the ensemble is being scheduled for release to the website, the date and time when the ensemble will be available may be entered in the "Release Date" fields.

  7. Select "Save".

To attach a comment to an ensemble:
  1. Find the ensemble you wish to edit.

  2. Select the "Ensemble Name" or the "Edit" icon to the right of the ensemble name.  A new page appears with tabs for "Record Summary", "Attributes", "Images", "Metadata", "Related Items", "Products", and "Categories".  A "Locales" tab will also be available if the site is an international site.

  3. Select "Attach Comment". A new window will appear.

  4. In the window, enter your comment.

  5. Select "Save & Close".  The window will close.

  6. The comment will appear in the "Record Summary" tab for the ensemble.

  7. Select "Back to Find Ensembles" to return to the previous page.

To view the changes made to an ensemble:
  1. Find the ensemble you wish to review.

  2. Select the "Ensemble Name" or the "Edit" icon to the right of the ensemble name. A new page appears with tabs for "Record Summary", "Attributes", "Images", "Metadata", "Related Items", "Products", and "Categories".  A "Locales" tab will also be available if the site is an international site.

  3. The "Record Summary" tab contains information on all the changes made to the ensemble.

  4. Use the "Audit Trail & User Comments" list box to view a list of the users who have made changes to the ensemble.

  5. Use the "Staged Changes: Variations from Master Record" list box to view a list of the changes that have been made to the ensemble.  Select "Edit" to the left of any change to move to the tab the change was made in.

  6. Reports that are available are listed in the "Run Report" drop-down list box.  To run a report, select the report and then select "Go".

To create an ensemble:
  1. Select the "Create an Ensemble" tab.

  2. Enter a name for the ensemble.

  3. Select "Create Ensemble". A new page appears with tabs for "Record Summary", "Attributes", "Images", "Metadata", "Related Items", "Products", and "Categories".  A "Locales" tab will also be available if the site is an international site.

  4. At the top of the page is a workflow status box that displays the current status of the ensemble.  New ensembles are given a status of "New".  Ensembles with a status of "New", however, cannot be edited.  The status must be changed in order to add additional information about the ensemble.

  5. Select the "Attributes" tab and fill in the attributes for the ensemble. Many of the fields on this tab are self-explanatory. Information is provided below for selected fields:

Select "Save Attributes" to save your changes.

  1. Select the "Images" tab and fill in the images for the ensemble. 

  2. Select the "Metadata" tab and enter the Search Engine Optimization (SEO) terms along with site search terms for the ensemble. SEO terms are the terms that will be made available to internet search engines for the ensemble. Site search terms are the terms that the ensemble will be considered a match for when a user conducts a search using them. Select "Save Metadata" to save your changes.

  3. Select the "Related Items" tab and select the related items for the ensemble. Related items are the items that will appear on the ensemble details page for this ensemble.

  4. Select the "Products" tab and fill in the products that are part of the ensemble.

  5. Select the "Categories" tab to add the ensemble to a category.

  6. If the site is an international site, select the "Locales" tab to customize attributes of the ensemble for each available locale.

  7. If you have sufficient privileges, you can modify the workflow status of the ensemble at the top of the page and indicate that the changes for the ensemble are complete.  Set the status to the desired status.  Ensembles must be set to "Approved" before they will be scheduled to appear on the site

  8. Select "Back to Find Ensembles" to return to the previous page.

To edit an ensemble:
  1. Find the ensemble you wish to edit.

  2. Select the "Ensemble Name" or the "Edit" icon to the right of the ensemble name. A new page appears with tabs for "Record Summary", "Attributes", "Images", "Metadata", "Related Items", "Products", and "Categories".

  3. Select the "Attributes" tab to modify the attributes for the ensemble.  Select "Save Attributes" to save your changes.

  4. Select the "Images" tab to modify the images or alternate name for the ensemble. 

  5. Select the "Metadata" tab to modify the metadata and site search terms for the ensemble. Metadata are the terms that will be made available to internet search engines for the ensemble.  Site search terms are the terms that the ensemble will be considered a match for when a user conducts a search using those terms on the site.  Select "Save" to save your changes.

  6. Select the "Related Items" tab to modify the related items for the ensemble. Related items are the items that will appear on the ensemble details page for this ensemble.

  7. Select the "Products" tab to modify the products for the ensemble.

  8. Select the "Categories" tab to modify the categories the ensemble is appearing in.

  9. If the site is an international site, select the "Locales" tab to modify attributes of the ensemble for one or more locales.

  10. Select the workflow status drop-down list box at the top of the page to change the workflow status.

  11. Select "Back to Find Ensembles" to return to the previous page.

To preview an ensemble:
  1. Find the ensemble you wish to preview.

  2. Select the "Ensemble Name" or the "Edit" icon to the right of the ensemble name. A new page appears with tabs for "Record Summary", "Attributes", "Images", "Metadata", "Related Items", "Products", and "Categories".  A "Locales" tab will also be available if the site is an international site.

  3. Select the "Preview" button. A new instance of your browser will be brought up with a preview of the ensemble in it.

  4. Close the browser instance when done previewing.

  5. Select "Back to Find Ensembles" to return to the previous page.

To create a new order and add an ensemble to it (avaialable only to users with the appropriate privileges):
  1. Find the ensemble you wish to add to an order.

  2. Select the "View" icon to the right of the ensemble.  A dialog box will appear.

  3. For each product in the ensemble that will be added to the order, enter the quantity of the product to be purchased in the "Quantity" text field.

  4. Select "Add to Cart".

  5. A confirmation box will appear asking if a new order should be started and the product(s) added to the order.  Select "Yes".

  6. The Site Manager screen will refresh and the Customer Service->New Order screen will be displayed.  The selected product(s) will appear in the order.

To customize an ensemble for a locale (international site only):
  1. Find the ensemble you wish to customize.

  2. Select the "Ensemble Name" or the "Edit" icon to the right of the ensemble name. A new page appears with tabs for "Record Summary", "Attributes", "Images", "Metadata", "Related Items", "Products", and "Categories".  A "Locales" tab will also be available if the site is an international site.

  3. Select the "Locales" tab.

  4. To customize an ensemble's name, description, template, image ALT name, meta description, meta keywords, or site search keywords, select the edit icon of a locale in the "Ensemble Attributes" list.  The page will refresh and you will the items that you can modify.  Make the necessary modifications, then select "Save Updates".  See Ensemble Attributes by Locale for additional information.  Repeat this step for each locale.

  5. To customize an ensemble's Manufacturer's Suggested Retail Price, select the edit icon of a locale in the "Ensemble Price Attributes" list.  Make the necessary modifications, then select "Save Updates".  See Ensemble Price by Locale for additional information.  Repeat this step for each locale.

In this section

Find an Ensemble

Create an Ensemble

Record Summary

Attributes

Images

Metadata

Related Items

Products

Categories

Locales

See also

Products

Categories

Catalogs

Refinements

Global Product Updates

Product Types

Attribute Groups

Workflow Management

Automated Categories