Automated Product Collections use catalog criteria to automatically group qualifying products. Any new products that meet the rules will automatically be added, saving you time and ensuring accuracy.
Learn More: Use Product Collections for Discounts
How Automated Product Collections Work
Automated collections evaluate products against the rules you configure:
Inclusion Rules define which products can be added to the collection.
Exclusion Rules remove products that should not be included, even when they match the inclusion rules.
As products are added or updated in your catalog, Treez reevaluates them and updates the collection based on its current rules.
How Collection Rules Work
Products are included in the final collection when they:
Match all inclusion rules.
Match none of the exclusion rules.
Have not been manually excluded.
The collection builder displays AND and OR indicators to show how the rules are evaluated.
Inclusion Rules Use AND
Products must match every configured inclusion rule to qualify for the collection.
For example, if the inclusion rules specify:
Category is Edible
AND
Brand is Brand A OR Brand B
AND
Price is greater than $20
Only products matching all three rules are included.
Exclusion Rules Use OR
A qualifying product is excluded if it matches any configured exclusion rule.
For example, if the exclusion rules specify:
SKU Type is “Sample” OR "Display"
OR
Price is less than $25
A product is excluded if its SKU Type is “Sample”, "Display" or its price is less than $25.
It does not need to match every exclusion rule to be removed.
Manual Exclusions
You can also manually exclude individual products by selecting the checkbox on the left of each product that appear in the list. A manually excluded product will not appear in the final collection, even when it matches all inclusion rules and does not match an automated exclusion rule.
Available Rule Filters
Automated Product Collections support include and exclude filters such as:
Product Category
Subcategory
Brand
Product Attributes
Amount and Unit of Measure (UOM) / Size
SKU Type (Base SKU, Display, Promo, Sample)
Price (Exact Price, Price Range, Price Tier)
SKU Name
The available options shown may depend on the selected product category.
Create an Automated Product Collection
Navigate to Catalog → Collections
Create a new collection by selecting Add Collection or copy an existing automated collection
Enter the collection name
Select a specific category or leave as Global to target all products
Under Product Rules to Include or Exclude, select a product filter type from the dropdown
To the right of the dropdown, enter the criteria value for the selected filter type
The eligible product list will update automatically
Add additional rules or manually exclude products from the product list as needed
Review the matching products
Select Save.
The collection can now be assigned to a discount if needed. Treez will automatically maintain the collection as matching products are added to or updated in your catalog.
Important Considerations
Updating an automated collection may change which products qualify for discounts or promotions that use the collection. Review connected discounts and the resulting product eligibility before making significant rule changes.
Frequently Asked Questions
How are multiple values within a rule evaluated?
A product only needs to match one selected value within a rule. For example, a Brand rule with Brand A and Brand B matches products from either brand.
Across inclusion rules, products must match every rule. Across exclusion rules, matching any rule removes the product.
How does the category filter work?
Select a category to limit the collection to products in that category, or leave it as Global to evaluate products across all categories. The selected category may determine which rule filters are available.
How does the Subcategory filter work?
Available subcategories depend on the category filter.
The filter matches the exact subcategory assigned to a product.
A global subcategory matches only products assigned directly to it.
A custom subcategory matches only products assigned to that custom.
How does the Price filter work?
The Price filter supports exact prices, minimum and/or maximum ranges, and price tiers. These can be combined within one rule; a product only needs to match one of them.
For example, a rule containing $20, $25, $30–$50, and the Premium price tier matches any of those criteria.
The Catalog preview evaluates default prices across variant SKUs. A store icon identifies products with custom store pricing. Eligibility at each store uses that store’s pricing, so it may differ from the collection's product preview.
How does the SKU Name filter work?
Enter one or more names or phrases. Treez checks for a case-insensitive, contiguous match within the SKU name.
For example, “Live Resin” matches “Blue Dream Live Resin Cartridge”, but not “Live Rosin Cartridge” or “Live Premium Resin Cartridge.”
When multiple values are entered, matching any one satisfies the rule.
What happens if a product matches both inclusion and exclusion rules?
The product is excluded. Exclusion rules take precedence, even when the product matches every inclusion rule.
Can I manually exclude a qualifying product?
Yes. Select the checkbox to the left of the product in the eligible product list. Manually excluded products remain outside the final collection even when they otherwise qualify.
Do collections update when products change?
Yes. Treez reevaluates products as they are added or updated in Catalog and adjusts collection membership based on the saved rules.
How do bulk Catalog updates affect automated collections?
Bulk brand or subcategory reassignments and price updates can affect collection rules or which products qualify. The impact varies by tool. See Manage Your Catalog and the relevant tool’s FAQ for details.