Navigating the Product Overview Page

How to navigate the product overview page to see and manage all of your products

The Plytix PIM product overview page is a place you'll probably spend a lot of time within Plytix. It allows you to see and manage all of your product information in one place. Here, you can view of your products, sort by product family set unique product table views, and create product lists using attribute filters. 

 

All Products Tab

Filter Options

Product Family Selector

Product Overview Options

Product Table

View Options

Selecting Products

 

*Skip to any section in this article by clicking on the links above

 


All Products Tab

Products imported or created in Plytix can be found in the 'All Products' tab under the 'Products' section.

all-products-tab

From the 'All Products' page there are 4 main sections: 

Filter Options 

Family Selector

Product Overview Options

Product Table

 


Filter Options

Filters make finding and viewing your products quick and easy. From this section you can find specific families, filter through your products, save filters to a smart list, or load a pre-existing product list. 

 

Filtering through your products

Applying product filters can help you narrow down your search. As you select attributes and define filter conditions, products that meet them will appear in the product table on the right. 

 

To apply filters to your product results:

  1. Go to the 'All products' page
  2. In the Filters menu on the left, click the '+' next to 'Attributes' or 'Relationships'
  3. Set the criteria for filtering.
  4. Click 'Apply filter'.

filter-options

💡 You can use the 'AND' or 'OR' operators to set additional filter criteria to refine your search results.

ℹ️ To learn more about filtering products, check out our article Using Product Filters.


Product Family Selector

View products sorted by family by clicking on the 'Family' dropdown and selecting a family. If you wish to see products that are not part of a family, select 'Unassigned'. If you want to see all of your products, select 'All products'. 

family-selector

⚠️ Using this dropdown menu to select a family cannot be saved as part of a list view. If you want to save specific families as part of a list view, select the 'Family' attribute, the 'equal to' operator, and the family you want to view.

ℹ️ Click here for more information about Product Families.



Product Overview Options

top-bar-options

The product overview menu lets you:

  • Search for a product in the table by the product SKU or label
  • Configure the product table search bar settings
  • Choose whether to view products in a table or in a grid
  • Choose from three grid sizes (small, medium, large)
  • Edit the product overview columns
  • Create, update, or view table views
  • Show or hide the Filters menu
  • Create new products
  • Switch between "Parents view" (to view parents and single products), "Variants view" (to view variants and single products), or "All levels" (to view all products)

view-selector


Product Table

The product table is where you can view all of your products, and their attributes in columns. Toggle the filter view on or off by clicking on 'Hide filters' or 'Show filters' at the top of the table. Adjust the number of products you see by clicking on the 'Results per page' dropdown in the bottom righthand corner.

The top righthand corner of the table features a search bar where you can search for specific products by label or SKU. You can search by other attributes if you choose to add them by clicking on the settings icon that appears when you hover over the search bar.

results-per-page

ℹ️ Learn more about configuring the search bar

 

You can always add a new product by clicking on the '+ New Product' at the top of the table.

new-product-option

Clicking the ' + New Product' button will open a modal to create your new product. You are required to fill in the SKU and the label, and you have the option to choose a product family to assign the product to.

new-product-modal

When you are finished, click on 'Create Product' to be taken to the new product's detail page, where you can enrich your product information.

 

ℹ️ Check out how to create a new product in Plytix here. 

 


View Options

 

Table view

Grid view

 

Table view

With the list view, you can see up to 100 products per page. SKU is always shown in the first column, but all other columns can be rearranged to fit the order and size that works best for you. 

When you have a family selected, you may have different column colors based on what kind of attribute it is in the parent-variant relationship:  

  • Attributes with inheritance on: When an attribute is being inherited from the parent to the variant, it till be shown as a light purple color in the table view.

inherited-attribute

  • Attribute out of the family: Even when you have selected a family in the Product Overview page, you can view all the attributes you have chosen to display when editing your columns - including attributes that don't belong to the family you selected. Any attribute that is out of the family will be displayed with a gray color.

In table view, you can also change the sort order of attributes with numerical or alphabetical values by clicking on the arrow that appears next to the column header.sort-by

Selecting one or more attributes in this view will cause the bulk action menu to appear at the top of the page. Here you have options to edit, export, add to list, link assets, assign a family or delete products. 

bulk-edit

Grid view

The grid view is a great way to get a closer look at your products without visiting each product's detail page separately.

With grid view, you can change the size of each product listing by selecting 'S' for small, 'M' for medium (default), and 'L' for large, so you can adjust how many products you see per row.  grid-view

In addition to the thumbnail of each product, you'll see the SKU and the first four selected attributes for each product, which you can adjust by clicking on 'Edit columns' at the top. If the product has variants, you'll see a number next to a tag symbol in the top left corner above it's thumbnail.

Hovering over each product will show another menu, giving you options to open the product detail page in a new tab, duplicate the product, or delete it.

 

grid-view-options

Just as in the list view, you can select one or more products; this will cause the bulk action menu to appear.


Selecting Products

Selecting a product or multiple products will open up an additional set of six options for editing.The bulk action menu lets you edit, export, add to list, associate assets, assign a family or delete in bulk.

  1. Clicking on the 'edit' icon allows you to bulk edit attributes, relationships, and categories for multiple products. You may edit up to three attributes at a time with this method.
  2. Clicking on the 'export' icon gives you the option to export your selection as a CSV, XLSX, or PDF file, or to export only the associated assets.
  3. The 'Add to list' icon lets you add your selection of products to a static list.
  4. The 'Link assets' icon allows for bulk association of assets with products.
  5. The 'Assign Family' icon lets you assign products to a Product Family.
  6. Lastly, clicking on the red 'delete' icon will delete your selection of products from Plytix. To confirm, you'll need to type "DELETE."

💡 Note that if you select only one product from either list or grid view, an additional icon will appear. This is the 'Duplicate' icon, which allows you to easily create a new product by duplicating the information of an existing product.

 

ℹ️ Click to learn more about bulk editing options

 


 

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