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Product Categories

Last updated 01/02/2021

How to create Categories and assign them to Products.

Overview


Products can be assigned to a category or multiple categories. There are several benefits to using categories:

  • Refining the Product List quickly,
  • Categories are used as the header categories on your B2B site, and
  • Promotions can be applied to categories; see the Promotional Matrix Help article for additional information.

It is not recommended to use Categories for reports, however, because products that are in multiple categories may be double-counted. To filter your reports, it is better to use Brand, Type or Project Name.

Creating a Category


Creating a new category is simple:

  1. From the Left Navigation, choose Products.
  2. Select Create New Parent Category.


  3. Enter the category name in the box provided.


  4. Select Save and Close.

To edit a category after you have created it:

  1. Click on the icon to the left of the category name.


  2. Make any changes necessary, then select Save and Close.

Creating Sub Categories


A Sub Category is a category within a Category. The top level category is known as the "parent" Category. To create a Sub Category:

  1. From the Left Navigation, choose Products.
  2. Choose the parent Category by selecting it from the menu top right.


  3. Select Create New Sub Category button that appears when a category is selected.


    Note that the Parent Category drop-down is populated with the chosen category. This can be changed if necessary to another parent category.
  4. Enter a Category Name.
  5. Select Save and Close.

To edit sub categories after they have been created:

  1. Choose the parent Category by selecting it from the menu top right.
  2. On the left-hand side, a list of Sub Categories appears.
  3. Select the icon to the left of the Sub Category name.
  4. Make any changes necessary, then select Save and Close.

Assigning Products to Categories


To assign a Product to a Category:

  1. From the Left Navigation, choose Products.
  2. Select the Product name to edit the details of the product to be categorized.
  3. Select Update Categories, top right.


  4. Select the appropriate Categories.
  5. Select Save.

Assigning Products to Categories in Bulk


It is also possible to assign multiple products to categories in one go. You can also use this feature to unassign products from categories too. To do this:

  1. From the Left Navigation, choose Products.
  2. Select the Products to be categorized.


  3. From the Actions menu, select Bulk Assign Categories.


  4. From the drop-down list that follows:
    • Select the appropriate categories and sub categories
      - or -
    • Alternatively, unassign products from their original categories by selecting Move List to Unassigned
  5. Select Update to confirm the changes.

FAQs

Can Categories be assigned when you import products?

Yes. See the Importing Products Help article for additional information.

Is it possible to import Categories?

Not directly, but as a workaround you could import dummy products with all variants of your Categories.

How do I delete Categories?

See the Deleting Categories Help article for additional information.