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Step-by-step Guide To Category Clusters 

1. Switch on Cluster Maintenance

1. In the CMS, navigate to Settings → Feature Management → Products & Categories and toggle on Cluster Line Type Maintenance.

2. Add Cluster Line Types

A cluster 'line type' is a header you will add products toused to sub-categorise products in a cluster. In our example, we are going to create a the cluster will be a catalogue of school items ('book list') targeting accessed by parents with children of a particular school year. Some products will be compulsory and some others will be optional. So we will create headers for the two line types: 'Compulsory' and 'Optional'. (Note - you can also add create a line type that allows customers to select one product option from two or more productsproduct choices. For instance there may be hardcover and softcover versions of a book title. See Category Cluster Maintenance below.)

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1. In Settings → Cluster Line Type Maintenance, click Configure to go to the 'Cluster Line Type' page.
   
   

2. Click Add New Line Type.
   
   
3. Enter details for Line Type, HTML Prefix, and HTML Suffix.
   
   
   
   
4. Click Save. The line type will be listed in the list of line types for the cluster. 
   
   
5. Create any other line types you need. For our example, repeat steps 3-5 to create the 'Optional' line type.
   
   

3. Enable cluster for a category

A category has to be enabled as a cluster in its Category Maintenance page. You can set an existing category as a cluster or create a new category first. For our example, we will create a new category, then set it as a cluster. 

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1. Navigate to Products & Categories → Category Maintenance.
   
   
2. In Add New Category..., enter the category name and click Create. The category will be added to the bottom of the list. 
   
   
3. To turn the category into a cluster, click Edit.
   
   
4. In Enable Cluster, select 'Yes'.
   
   
   
5. Click Save & Exit. In the Category list, this category is now displaying '0 clusters' instead of '0 products'.
   
   

4. Build a cluster for a category

1. In the Category list, hover over Options for the category and select Cluster.
   
   
   
   
2. In Description, add the header for the cluster. For the example, we will add the header 'Compulsory'.
   
   
3. In Type, select a line type. Here, we will select 'Compulsory'. 
   
   
   
   
4. To save this line type to the category, click Add None Product.
   
   
5. Repeat steps 2 to 4 for each extra line type you need. For the example, we have added 'Optional'.
   
   
   
   

5. Add Products to Cluster Types

1. In the Maintain Category Cluster page, click Edit for the line type you want to add products to. 
   
   
2. In Product Search, type in the name of a product and click Add Product. The product will appear at the end of the list. 
   
   
   
   
3. Drag and drop the product under a header. In our example, we will add our first product to 'Compulsory products'.
   
   
   
   
4. Repeat steps 2-3 for all the products you want to add to each line type in the Cluster.
   
   

6. Edit cluster properties for a product

Each product contains details that define its cluster properties.

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Other Cluster Line Types

Create a 'choose one' cluster line type

Apart from compulsory and optional line types, you can configure a line type to contain a list of products from which the customer must select one.  In our example, we want customers to choose between the products Sight Words Readers (CV187) and Sight Words Flash Cards (CV186).

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1. In the Cluster LineType Maintenance page, create a line type header with an appropriate name, e.g., 'Choose One'. 
   
   
2. Navigate to the Category Cluster (Products & Categories → Category Maintenance), hover over Options next to your cluster and select Cluster.
   
   
3. In Description, enter a header for line type. This does not have to be identical to what the Cluster Line Type was named in step 1.  
   
   
4. In Type, select 'Choose One' (or the name you entered when it was created in step 1). 
   
   
5. Add the products that are associated with this 'Choose One' line type. Make sure they appear under the right line type header. In our example, those products are 'CV186' and 'CV187'.
   
   
   
   
6. To associate the two products and to set it so the customer can select one of the two, each associated product's cluster details needs to be edited. Click Edit for one product.
   
   

7. Edit the product details:
     Description: the product name will default but you can change it to something more helpful to your customers if you wish
     Suggested Quantity: enter at least '1' 
     Is Compulsory: check the box
     Tags: add the product code of associated products. Type a product code, then hit 'Enter' on your keyboard. If there are more than one associated product, continue to type in the product code then hit 'Enter' for each one.
   
   

   Note
   You must hit return so each product code displays under the field header 'Tags'. To remove a product code, click on the 'x' next to a product code.

   
   

   

   
   

8. Save your changes.
   
   
9. Repeat steps 6-8 for each associated product.
   
   
10. The system will advise you that you will need to refresh the Cache Management.
    
    
    
    
11. Click Save and Exit, then navigate to Settings → Cache Management,
    
    
12. Next to 'Product Cache', click Clear Cache.
    
    
    
    
13. When the process is complete, click Close.
    
    

Additional Information

Multiexcerpt
MultiExcerptName Additional Info

Minimum Version Requirements	Multiexcerpt MultiExcerptName Minimum Version Requirements 4.17.00
Prerequisites	Multiexcerpt MultiExcerptName Pre reqs --
Self Configurable	Multiexcerpt MultiExcerptName Self Configurable Yes
Business Function	Multiexcerpt MultiExcerptName Business Function Products & Categories
BPD Only?	Multiexcerpt MultiExcerptName BPD Only Yes
B2B/B2C/Both	Multiexcerpt MultiExcerptName B2B/B2C/Both Both
Ballpark Hours From CV (if opting for CV to complete self config component)	Multiexcerpt MultiExcerptName Ballpark Hours From CV (if opting for CV to complete self config component) Contact CV Support
Ballpark Hours From CV (in addition to any self config required)	Multiexcerpt MultiExcerptName Ballpark Hours From CV (in addition to any self config required) Contact CV Support
Third Party Costs	Multiexcerpt MultiExcerptName Third Party Costs n/a
CMS Category	Multiexcerpt MultiExcerptName CMS Category  Category Maintenance

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Macro Instructions for carrying Article Information through to Feature List Minimum Version Requirements BPD ONLY Business Function CMS Category B2B B2C BOTH Feature Feature Description (Written for our customers and can be pasted into comms sent to them) Additional info Pre-Reqs/ Gotchas Self Configurable Ballpark Hours From CV (if opting for CV to complete self config component) Ballpark Hours From CV (in addition to any self config required) Third Party Costs Instructions for carrying Excerpts through from this page to the Feature List Article Page: Add macro  / Multiexcerpt (or copy and existing excerpt and edit) or (Copy existing page and place content into existing excerpt macros) On Features List page: Click in the Cell to be populated  / add macro /  Multiexcerpt Include / Select the Article page and the excerpt (or copy another feature line and edit the 'Article page' source.

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