Create a product category

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.

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 Product brand, types, or projects.

You can also delete any of your categories.

Create a parent category

Categories group products together under a similar theme or group name, for example, Shoes. Categories can be hierarchical, with a parent category (Shoes) and sub-categories (Heels or Flats).

You will need to create a Parent Category before you can create a sub-category. Parent categories can't have products added to them.

In the navigation, select Products.
Select Create New Parent Category.
Add the Category Name.
Select Save and Close.

You can edit existing categories by selecting next to the category.

Create a sub-category

Once you have created a parent category, you can make a sub-category.

In the navigation, select Products.
Select the Parent Category you want to add a sub-category to.
Select Create New Sub Category.
The Parent Category will show the parent category you selected in Step 2. You can change this to another parent category.
Enter a Category Name and select Save and Close.

To edit subcategories after they have been created:

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

Add products to categories

Select the Products module from the left navigation.
Select the Product name to edit the details of the product to be categorized.
Select Update Categories.
Tick the appropriate categories and select Save.

Bulk add products to categories

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.

Select the Products module from the left navigation.
Select the Products to be categorized.
From the Actions menu, select Bulk Assign Categories.
From the drop-down list that follows:
Select the appropriate categories and subcategories
- or -
Alternatively, unassign products from their original categories by selecting Move List to Unassigned and select Update to confirm the changes.

FAQs

Can Categories be assigned when you import products?

Yes. See the Importing Simple Products 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 sort my product categories alphabetically?

You can have the system do this automatically for you by ensuring the Sort field within editing a product category is set to the default value of 50.

Additionally, you must have "Show Website Options" set to Yes so that you will be able to edit the Sort field when editing a category. This can be found within Settings, Products, and then Product Settings.