Managing Rules
To speed up product classification (particularly for companies running many searches under the same Subheading), product-classification rules can be created in Smart HS. These rules can be used to store answers to as many of the specific question prompts triggered by a product description as desired.
Creating a New Rule
To create a new rule, proceed with the instructions provided in the
Classifying a Product
section of this chapter. As soon as the “Item” type has been determined by Smart HS, the user can set classification rules by checking the Set Classification Rules
box.From there, checkboxes will appear for the various characteristics. Check the box for at least one characteristic, go to the
Rule Name
field, and provide a name for your new classification rule. To save the rule, click Save Rule
.
If no characteristics are selected, the below error message will appear on the screen:
If a rule already exists with the provided name, the below error message will appear on the screen:
Once the rule is saved, a system message will appear on the screen:
After creating the rule, the system will validate all new product classifications to determine if any saved rules can apply to the product being classified. If a rule exists, the system will automatically answer the prompt questions with the answers saved on the selected rule.
If the system finds more than one rule that is applicable for the product description, the user will be presented with a window to select the appropriate rule.
Managing Rules (Classification Rules Editor)
To manage existing classification rules, click on the
Manage Rules
link.
Clicking
Manage Rules
will open the Classification Rules Editor
pop-up, which contains a library of all existing classification rules.
It is also possible to filter the rules by a keyword. This can be done by entering a keyword in the
Search rules
field and clicking the magnifying glass icon.
To view the specific characteristics of a rule, choose a rule from the grid and click its corresponding expansion arrow on the far left.
To delete a rule or characteristic, choose a rule or characteristic from the grid and click its corresponding trash can icon.
Clicking one of these icons will open a pop-up, requesting confirmation for the deletion. Click
OK
to proceed.
Once the rule or characteristic is removed, a validation message will appear on the screen and the record will no longer appear in the grid.
