Review supplier data in SDM Staging Catalog

Summary

Compare and review supplier changes

  1. Open the SDM Staging Catalog.
  2. Filter for products with the In review status.
  3. Open the product’s comparison view.
  4. Compare the Staged values with the Catalog values.
  5. Select the staged values you approve and keep the catalog values where you do not want a supplier update to replace them.

The comparison opens on differing values so you can focus on changes. Your Attribute permissions apply to the review.

taged and Catalog comparison columns with differing values selected for merge
Staged and Catalog comparison columns with differing values selected for merge

Approve the selected changes by merging them into the Primary Catalog, as described below. There is no separate approval step to complete before the merge.

Send a product back for corrections

  1. Open the staged product’s comparison view.
  2. Click Send back to supplier.
  3. Add a comment explaining what the supplier needs to correct.
  4. Click Send.

The product returns to To do. The supplier receives an email notification with your comment and can revise the product before submitting it again.

Send-back dialog with a comment explaining the corrections needed]

This functionality is available for staged products that have not been merged. It does not undo a completed merge. To request more enrichment after a merge, assign the catalof product again.

 

Merge approved data

Merge selected changes

  1. Select the values you want to apply in the comparison view.
  2. Click the Merge changes action, which displays the number of selected changes.
  3. Review the confirmation dialog.
  4. Confirm the merge.

A successful merge applies the selected data to the Primary Catalog. The staged product becomes Completed, and its merge status becomes Merged.

Managing failed merge errors

Resolve any validation errors before retrying a failed merge. If the catalog product changed after you loaded the comparison, refresh the page and review the current values before merging again.

 

Merge products in bulk

  1. Filter the PIM Staging Catalog to find the products you have reviewed.
  2. Select the products you want to merge.
  3. Click Merge in the selection toolbar.
  4. Confirm the merge.
  5. Check the updated merge statuses and resolve any products that could not be merged.

Use bulk merge when the selected products are ready to be applied. Use the individual comparison view when you need to choose between staged and catalog values before approval.

Staging Catalog grid with multiple products selected for bulk merge

Approve changes for merging

In the comparison view, approval is applied through the Merge changes action. There is no separate approval step that leaves the selected data waiting for a later merge.

When the selected values are ready, merge them into the Primary Catalog. If you are not ready to apply them, do not confirm the merge. For individual merge steps, bulk merging, and SDM automatic-merge settings, use the merging article in this series.

A successful merge updates the Primary Catalog. Sending a product back is a request for further work, not a way to undo an earlier merge.