Adding dictionary values for an organization

This topic is intended for administrators and developers with administration access rights in Episerver.

You can create your own organizationCommerce: groups or sub-groups of registered users and customers. You can structure an organization into a tree structure with sub-units. For example, set up your company as a parent level organization and Sales and Marketing, IT/Development, and Operations as organization units. types, customer groupsCustomer groups are created in Commerce Manager then applied to contacts and organizations. Customer groups are common to both contacts and organizations, and you can apply them to customer segments that are targeted for marketing campaigns and customer group-specific pricing, including variants., and business categories. For example, you can create a customer group called Partner, and a business categoryCMS: A built-in Episerver property. You apply a category to content, but you need to build the functionality to display the filtered results. Commerce: A grouping of purchasable products. (Same as node.) can be an industry branch called Automotive or Food & Dining. This type of data is managed in dictionaries. This topic describes how to add dictionary values.

  1. In Commerce ManagerOne of several main user interfaces in Episerver Commerce. This UI area, available from the top menu after logging in, provides screens for managing markets, customers, catalog, orders, and so on. You can manage the information on some Commerce Manager screens in other, newer user interfaces. Where possible, we recommend using the newer ones. > Customer Management, open the Organization Edit page by creating a new organization or editing an existing one.
  2. Click Edit Dictionary next to the Type drop-down list.

    Image: Edit Dictionary

  3. On the dialog box that appears, click Edit to modify an existing organization type dictionary. To add a new item to the dictionary, click New Item.

    Image: Adding a new item

  4. Select the order of the item from the drop-down list on the left. Enter a name for the item on the field next to the drop-down list.

    Image: Defining order

  5. Click Save.
  6. Click Close. You can select the dictionary item in the Type drop-down list.

To delete a dictionary item, open the dictionary list and click Delete next to the item.

If you change the number to a position higher in the list, the list is not automatically reordered. You must manually edit the entire list. However, having multiple copies of the same numerical value does not affect the system. So, you can use the numbers as a ranking system or devise your own internal numbering method.

Creating, editing and deleting business categories

Episerver provides a list of categories that you can assign to an organization. You can add categories the same way you add organization types.

  1. Click Edit Dictionary next to the Business Category drop-down list.
  2. On the resulting dialog box, click Edit to modify existing business categories. Click New Item to add a new item to the dictionary. Click Delete to delete an item from the list.
  3. Select the order of the item from the drop-down list on the left and enter a name for the item on the field next to the drop-down list.
  4. Click Save. You can select the new business category in the Business Category drop-down list.