By default, importing data to PDX will leave the product records in Master Data, from which users can manually assign relevant products to the available channels. However, this approach to assortment management quickly becomes unfeasible at scale.
PDX auto-assignment pose a way for users to automate the assignment of products to channels, and consists of three distinct mechanisms:
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Category rules – Defines the criteria under which products should be assigned to a given channel category.
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Channel rules – Defines the criteria under which products should be added to a channel.
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Scheduling – Enables daily validation of products to automatically add them to or remove them from a given channel based on the results.
Recommended practice is to setup the auto-assignment mechanisms in the order shown above.
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Setting up channel assignment rules alone causes categorization issues: all assigned products land in the root category without category-specific attribution. This requires manual correction before error correction and enrichment processes can take place.
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Defined channel rules are a prerequisite for fully enabling scheduling.
This documentation covers the following topics: