Product Categories

Related Links: 10-Step Guide on Setting Up E-commerce | Product Catalog Management

Overview | Category Management Page | Category Layout | Category Item Management | Express Order Form


Overview
The online catalog is organized by setting up categories within the software. Products are placed "inside" categories, and customers can browse through each category to find products of interest.

Each category is like a folder in a file cabinet which contains a list of products that customers can buy. A subcategory can also be created by adding a category inside another category.

Setting up a catalog with categories and subcategories would be like having a book with a table of contents. The table of contents itself would be the main category, and each chapter listed would be a subcategory. By accessing any "chapter" (subcategory), a customer will then have access to any products listed.

Each category and/or subcategory is like a folder that contains: Like any good filing system, all information enclosed should be organized in a manner that allows easy access to all products.

The category system allows a business to display products according to product type, product brand, and/or any other classification.

This gives customers an easy way to find the product(s) they are looking for. A visitor can enter through the main catalog page, and will see links to all top-level categories (and an optional category image). A customer can then select which category to view. After clicking on one of the top-level categories, any products and/or subcategories within will be displayed.


[ An example of a main catalog page with top-level categories ]



[ An example of subcategories ]


[ An example of products within a subcategory ]



[ An example of an actual product/item page ]


Navigation: Click on the main "Ecommerce" link at the top of any main administration page. Click on the "Product Catalog Management" text link to load the product catalog management page.



A top-level category is a category that is visible from the main catalog page of the Web site. A subcategory is a category that is only visible once a visitor has clicked on the parent category.

Categories and subcategories are normally set up to logically arrange related products by classification. An example would be a catalog with top-level categories representing different types of products, with subcategories further classifying products by brand name.

Categories are automatically arranged alphabetically when the online catalog is generated.

To add a new top-level category, click on root directory to select it. Then, click on the "New" button located below category list. Enter the name of the new category in the prompt window, and click ok.

Enter the name of the new category in the prompt window, and click ok. The category management page will load in a new browser window.

To add a subcategory, click on an existing category name to highlight it, and then click the "New" button. Enter the name of the new category in the prompt window, and click ok. The category management page will load in a new browser window.



To edit a category, highlight an existing category name and then click the "Edit" button. The category management page will load in a new browser window.

To delete an existing category, highlight the category name and click the "delete" button.

To sort all of the subcategories for a selected category, highlight the category name and click on the button "sort".

When the new window loads, you will see a list of subcategories under the category in which you selected.

Click on a subcategory that you would like to sort, then click on the up arrow to move the subcategory up in the list...

... and on the down arrow to move the subcategory down in the list.

Click on the button "Update" to save your sorting changes.

To upload and download categories, click here for more information on that topic.

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Category Management Page
The Category Management page is used to modify the category name, options and basic layout, as well as add or remove existing items, item groups, or product packages to categories.

Navigation: Click on the main "Ecommerce" link at the top of any main administration page. Click on the "Product Catalog Management" text link to load the product catalog management page.

Create a new product category, or click on a category or subcategory to modify in the category list. Click on the "Edit" button located at the bottom of the categories section. The category management page will open in a new browser window.

     

To change the name of a category, type over the existing name in the field provided.

To add or change the code of a category (optional), type the code in the field provided. A category code is a method to identify each category for reference purposes only, and has no specific function in the catalog.

To add or change the image associated with the category, click on the image file name, or "No Image" if there is no current image applied. The image selection page will load in a new window.

Click on the "Update" button, located at the bottom of the category administration page to apply any changes. The page will reload and display a confirmation message.

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Category Item Management
Category Item Management allows you to add, remove and/or arrange items, item groups, and packages.

Navigation: Click on the main "Ecommerce" link at the top of any main administration page. Click on the "Product Catalog Management" text link to load the product catalog management page.



Create a new product category, or click on a category or subcategory to modify in the category list. Click on the "Edit" button located at the bottom of the categories section. The category management page will open in a new browser window.

In order for products to be visible from the Web site, items must first be added to a category.

To add an item to the category, select the item by clicking on it in the main "Items" list located toward the bottom of the administration page. Multiple items may be selected by highlighting as many items as desired. Click the "Add Item" button. The page will refresh with the chosen items now populated in the main category list.

If you see the following,...

...then you have a large product catalog. In order to present the products to you in a way that would be quick and efficient, the 3.0 system displays only a portion of your products. Click on the page numbers to browse through the different portions. To display more products for a portion, click on the appropriate number next to the text "Items Per Page". For the above example, it is currently showing 1000 products at a time; to display less, we could click on "20", "100", "500", or "1000".

To add item groups, select the desired groups from the "Item Groups" list located toward the bottom of the administration page. Click the "Add Group" button.

To add packages, select the desired packages from the "Packages" list located toward the bottom of the administration page. Click the "Add Package" button.

To order products in the category, highlight an item to move by clicking on it from the list of items in the "Category" section. Click the "up" or "down" arrow button to move the product to the desired position. Repeat this process until all products are listed in the order to be displayed in the catalog.

To remove a product from the list of items in the category, select the item and press the "Remove" button.

Press the "Update" button located at the bottom of the administration page to apply any changes made.

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Express Order Form
The Express Order Form lists all products in a category in a format allowing customers to add multiple items to the shopping cart in one easy step.


[ Example of an Express Order Form ]


Navigation: Click on the main "Ecommerce" link at the top of any main administration page. Click on the "Product Catalog Management" text link to load the product catalog management page.



Create a new product category, or click on a category or subcategory to modify in the category list. Click on the "Edit" button located at the bottom of the categories section. The category management page will open in a new browser window.

To enable the form for the category, click on the "Express Order Form" selection box. The page will refresh.

The Express order form can only be used with product items, and not packages or item groups.

To add or remove items to the category, use the category item management section.

Press the "Update" button to apply changes.

The Express order form will arrange all items in the category as follows:


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Product Catalog Management
10-Step Guide on Setting Up E-Commerce
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