Create collections to manage relations between products
You have probably thought about categorizing your products in some way. That is why we designed this useful feature.
If you have had a chance to work on magento, you might have seen collections in there. In magento collections are based on sorting by attributes. It works more like virtual categories. We will show you how it works in Ergonode.
To create a collection, navigate to the Side Menu, select Products and click on Collections.
This will bring up a new window that will give you the option to name the collection and to select its type from the drop down.
The two available types are up-sell and cross-sell and the differences between them are explained further on in this document. There is also the option to create an “Other” type of collection, which basically is everything other than an up-sell or a cross-sell collection. After your collection is created, all that you need to do is add products to it.
You have two ways of going about that – by using SKU or by using segments. The first method is usually more accessible, simply copy and paste your list of SKUs into the space provided in the popup window.
The second method is contingent on you having created segments prior to attempting to create a collection. More on product segmentation further in this document.
With this information you are ready to create any kind of collection you may wish. It doesn’t just have to be for obvious things like “Winter Collection” but can be used for things like “Sale” or “Promotion”. In general collections are worth having for grouping products connected in some way beyond simple categories.
This can also be useful for workflow purposes, such as monitoring progress on the completion of a new batch of products added to the system.
Having the products added to the collection will let you easily monitor in which stage they are in. Collection visibility There is also the option of enabling visibility of the collection from the product card.
As you can see, there are multiple ways of using collections in order to combine products with each other. It is completely up to you for what purpose you will find them helpful.
Should I set up cross-sell or up-sell? Both feature products displayed as suggestions of products that may work well together with what a customer is browsing or while purchasing a given item. Both may also be featured on a product page, however, up-sell should not be displayed during the checkout phase, while cross-sells might.
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