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Merchandising strategies

When the same weights start repeating across categories, a strategy saves you from setting them one by one. A strategy is a reusable sorting recipe: a base order, weights and guardrails. Categories attached to it follow its updates.

You manage strategies in Catalog > Merchandising > Strategies. You need the Owner, Admin or Editor role to create, edit or apply them, and the Owner or Admin role to delete them.

Create a strategy

Steps

  1. In Nucleo, go to Catalog > Merchandising > Strategies.
  2. Click New strategy.
  3. In Name, type a name, such as New season push.
  4. In Base order, choose how products are ordered. The options are the same as in the workbench: see Choose the rules.
  5. If you chose Custom weights, set each weight from 0 to 100. At least one weight must be above zero.
  6. Turn on the guardrails you want.
  7. Click Create.

Read a strategy

Each strategy card shows its base order, how many categories use it, its weights, and its guardrails: those turned on are highlighted.

Apply a strategy to categories

Steps

  1. In Nucleo, go to Catalog > Merchandising > Strategies.
  2. On the strategy, click Apply to categories.
  3. Select the categories. Use Filter categories… to find them; each shows its path and number of products.
  4. Click Apply to _n_ categories.

The strategy is written to each category without publishing it: in Sorting they show Unpublished changes. Open each category, review the order and publish it.

Tip
You can also attach a single category from its workbench: choose the strategy in Strategy, or start from it with New merchandising.

Edit a strategy

Steps

  1. In Nucleo, go to Catalog > Merchandising > Strategies.
  2. On the strategy, click Edit.
  3. Change the name, base order, weights or guardrails.
  4. Click Save.

Categories attached to the strategy follow it: their next publish uses the new rules. A message says how many categories follow it.

Detach a category from a strategy

Steps

  1. Open the category in the workbench.
  2. Change any rule, or choose Local rules in Strategy.
  3. Publish the category.

The category keeps the rules as its own and stops following the strategy's updates.

Delete a strategy

Steps

  1. In Nucleo, go to Catalog > Merchandising > Strategies.
  2. On the strategy, click the trash icon. The confirmation says how many categories use it.
  3. Click Delete strategy to confirm.
Caution
A deleted strategy can't be recovered. The categories that used it keep its rules as their own local rules, so nothing changes in their order.

Considerations for strategies

  • A strategy holds rules only. Pins, local or master, stay with each category.
  • Applying a strategy never publishes on its own: every category stays unpublished until you publish it.
  • Published orders don't reach your Shopify storefront today.

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