Requirements

This feature must be switched on for your site by Commerce Vision.


Overview


Product categories used on your website are initially integrated from your ERP, but if it suits your business processes, you can bypass ERP category integration and opt for complete online maintenance.The Category Maintenance functions will differ depending on which option is used. 

Selecting Integrated or Complete Online Category Maintenance


You can select either Integrated or Complete Online Category Maintenance mode. In Integrated mode, category maintenance except for exclusively online category features is done in the ERP. In the complete online mode, all category maintenance is done in the CMS.  

Enabling the Online Category Maintenance feature will disable the Integrated Category Maintenance feature. It will also change your Category Maintenance display to group sub-categories under the parent category rather than list all categories individually. You will not be able to limit your display to custom or global categories. All other options remain the same. 

Integrated Category Maintenance

  1. In the CMS, navigate to Settings → Feature Management → Products & Categories

  2. Toggle ON Integrated Category Maintenance and click Configure. 


  3. In the Integrated Category Maintenance Settings, toggle ON Enable Integrated Category Maintenance. This enables the feature for your site.

  4. Configure setting options as required, then click Save or Save & Exit.


Online Category Maintenance

  1. In the CMS, navigate to Settings → Feature Management → Products & Categories

  2. Toggle ON Online Category Maintenance and click Configure.  


  3. In Online Category Maintenance Settings, toggle ON 'Enable Online Category Maintenance Settings'. This enables the feature for your site.

  4. To be able to access a category's products, and add other products to a category directly from Category Maintenance, toggle ON Show Product Options for all Categories.

  5. Tick the Enable Note Field 1 - 5 checkboxes to display 1-5 fields the user can enter notes in.

  6. In the Category Menu Editor Settings panel, 

     
  7. Configure setting options as required, then click Save or Save & Exit.


Additional Information



Minimum Version Requirements


**.**.**

Prerequisites


In order to maintain categories online:

  • The 'Product Maintenance' feature must be enabled with the 'Categories' option on. If this wasn't done during your site's implementation phase, you can request an update at any time.  
  • Category integration from PRONTO must be disabled (by Commerce Vision) - otherwise the changes you make in the CMS will be overwritten on the next data send from the Integrator. 

Self Configurable


Yes

Business Function


Products & Categories

BPD Only?


Yes

B2B/B2C/Both


Both

Ballpark Hours From CV (if opting for CV to complete self config component)


Contact Commerce Vision

Ballpark Hours From CV (in addition to any self config required)


Contact Commerce Vision

Third Party Costs


n/a

CMS Category


 CMS Category


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