Working with description texts on items & categories

Texts are used to describe general information and make it possible to define a graphical layout for that information, such as bold or italic formatting.

Texts can be translated into different languages and linked to various entities (item, item group, product group, etc.). They can be imported in bulk from an Excel file, or they can be defined directly on any selected entity.

Create a text on an item

1. Using Alt+Q, search for Items and open the relevant link, or access Product Information > Items.
2. Select an item in the list and open its item card.
3. On the item card, go to the Descriptions FastTab.

   Note

   If you cannot see the FastTab mentioned above, please check your Pimics license.

4. In the newly opened list, create a new line and specify the following:
   1. Select Description Class from the list

2. If you do not see any line in the lookup, create a new description class:
   1. In the dropdown, select New.
   2. A new page opens.
   3. Set the Code field. It can be any name you require, for example BASE or MANUFACTURER.
   4. Select OK to close the page.
   5. Select the description class.
3. Click Edit Text in the upper pane to specify the product description in rich-text format.

6. Close the item card.

Rich text

Pimics 365 lets you create rich text for entities and attach it to the entity card. The same specific description and extended text can be used for items.

Create and add a rich description to the Entity

1. Go to the list of the entity (Product Information / Item, Item Group, Product Group, Chapter, or Catalog Group) for which you want to add a description.
2. Choose and open the Entity Card from the list.
3. On the ribbon, click the Description button in the Master Data / PIM section.
4. Click New or select a new line.
5. Select a Description Class from the list or create a new one that defines the purpose of the description.
6. Select Extended Text Code if you want to add prepared text, or on the Home ribbon tab click Edit Text to open the editor and enter the text.
7. The Description Title field is filled automatically from the Description Class.
8. Source Type and Source Code provide information about the source of the description.

Extended Text

Create a new Extended Text

1. Choose the Search icon, enter Extended Texts (Product Information / Extended Texts), and then choose the related link.
2. Choose New to open the new Extended Text Card page.
3. Press Enter to generate a new Code from the default number series, or enter a unique code manually.
4. In the Description field, or alternatively the Description 2 field, enter the name of the extended text.

Manage Extended Text

1. In the System Status field, keep track of the state of Extended Text processing, for example New, Under Development, or Certified.
2. In the Checklist Number field, select the checklist that is used to validate the extended text.
3. In the Class Description field, select the class to which the text belongs, or create a new one.
4. In the Publication Group field, select the publication group for this extended text.
5. On the Home ribbon tab, select Edit Text to open the editor.
6. Enter the appropriate text.
7. Click OK to save and close the editor. The text is displayed on the right side in the FactBox.
8. On the Translations FastTab, create a list of translations by selecting the Language Code and filling in the fields Description / Description 2 for the specific Language Code.
9. On the Translations FastTab, select the function Extended Text / Edit Text to open the editor.
10. Enter the appropriate text in the corresponding language.