How to create, edit, and delete a commercial model – 3CAD

Commercial models are created, edited, and deleted in the Catalog area of the Supervisor.
They are superstructures over the technical models that allow you personalization in product visualization and management. Depending on the catalog specifics, the project can have:

one-level structured commercial models,
two-level structured commercial models (Root and Final).
In this case, final commercial models need to be created before root commercial models. For more detailed guidance, see the article Commercial models.

Create a commercial model

To create a new commercial model, take the following steps:

Enter the Supervisor (in the correct environment).
If more than one catalog has been created in the Supervisor, select the right one at the top of the Catalog area.
Click on Commercial models, in the Catalog area of the dashboard. The Commercial models' list opens.
Click on Create Model on the left side of the top bar.
In the form that opens, fill in the appropriate fields. The fields that need to be filled are the following:
- Code: An alphanumeric code freely defined.
- Description: A commercial model's short description.
- Help/info: Additional textual information.
- Authorizations: Define the model's visibility to Users, Shops, Countries, User groups, and Brands.
  Note: Multiple authorizations can be granted simultaneously. For example, it is possible to authorize multiple users, shops, countries, etc., to the same commercial model, also combining different criteria at the same time. Therefore, authorization to model A can be granted to users X, Y, and Z, to all users belonging to shops 1 and 2, and to all users having access to brands 123 and 321 (authorization criteria are cumulative with each other).
- Sort order
- Image: Available formats are jpeg, jpg, png, tiff, and gif. Maximum file size is 200Kb.
- Is Root: Toggle on if it is a root commercial model.
- Is Final: Toggle on if it is a final commercial model.
  Note: Toggle both on if there is only one level of commercial models (the model is Root and Final at the same time). For more explanation on root and final commercial models, see the article Commercial models.
The remainder of the form changes depending on whether the commercial model is Root or Final.

Root commercial model

Related models
List all the final commercial models that refer to this root. Final models need to be previously created.

Final commercial model
- Base technical model: select the technical model of reference
- Extra data
  
  - From date, To date: fill in the initial and ending dates of visibility of the commercial model.
  
  - Not Recom.: Indicate from when the model becomes not recommended.
  
  - Obsolete: Indicate when the model becomes obsolete.
  
  - Cmodel, Extra 1, Extra 2, and Extra 3: Used for additional information related to the model, if necessary.
- Exclusions
  
  In this section, it is possible to limit the visibility of specific elements for the commercial model.
  Fields are:
  
  - Add classification: To exclude specific typologies.
  
  - Add product category: To exclude specific articles.
- Commercial limits on variants
  Select the variants' restrictions you want to apply to this commercial model among the ones in the drop-down list of the field Add limit group. Define the validity dates (from, to) of the filter for this model, within the total validity of the filter itself. For more detailed guidance, see article Restrictions on variants (group of variants).
- Forced variants
  In this section, it is possible to force the value of specific header variants (see article What are header variants?)
  3CAD Next users will not be able to choose any values other than the forced one. Fields are:
  
  - Select variant: Select the header variant you want to force.
  - Set forced option: Set the option to force.
- Variants default
  In this section, it is possible to set a specific default value for all the variants. Fields are:
  
  - Select variant: Select the variant you want to set the default value for.
  - Set forced option: Set the default option.
- Filter groups
  
  This section allows associating specific tags to the commercial model to allow a tag filtering of the products.
  
  Note: Tags must be previously defined. For detailed guidance on how to manage tags, see article Commercial models filter groups.
Click on Save Model in the top bar. The new commercial model is now created and will appear in the list of Commercial models.

Edit a commercial model

To edit a commercial model, do the following:

Enter the Supervisor.
If more than one catalog has been created in the Supervisor, select the right one at the top of the Catalog area.
Click on Commercial models, in the Catalog section of the dashboard. The list of Commercial models opens.
Select the commercial model you want to edit and click on Edit Model in the top bar. Alternatively, double-click on the commercial model's code. The commercial model's form opens.
Edit the commercial model as needed (see the paragraph above for a detailed description of the fields).
Click on Save Model. The changes are now saved.

Delete a commercial model

To delete a commercial model, take the following steps:

Enter the Supervisor.
If more than one catalog has been created in the Supervisor, select the right one at the top of the Catalog area.
Click on Commercial models, in the Catalog section of the dashboard. The list of Commercial models opens.
Tick the commercial model you want to delete.
Press Delete Model in the top bar. The Commercial model is now deleted.