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Overview

Product category maintenance is either initially integrated from the ERP or completely maintained online. Your website will be set up with one of these modes. CMS category maintenance functions and options available will depend on whether your site is ERP-integration or online-maintained . (See CMS Category Maintenance Settings.) 



Excerpt

Categories are usually nested, with one or more sub-categories (up to 4), to further sort products. In our example, the Top Level (Level 1) 'Office Products' has two other levels, Level 2 and Level 3 subcategories. 'Writing' is a Level 2 subcategory. It has subcategories as well, which would make it Level 3. One example is 'Ballpoint Pens'. 


Level 1 (Top Level) CategoryLevel 2 (Subcategory)Level 3 (Subcategory)




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On this page:

Table of Contents



Access Category Maintenance

To access Category Maintenance:

  1. In the CMS, navigate to Products & Categories → Category Maintenance.  


  2. The Category Maintenance screen lists all current categories. Use the Search tool or navigate through the list to find the category you wish to edit. If Category Maintenance is in online mode, the Options button is displayed as well. This allows you to delete a category and if your Administrator has enabled it, to view, add and sort products if you are viewing a (sub-)category level that contains products instead of a sub-category.
Info

If your site is on 4.15+, in Integrated mode, you have the option to limit the category view to All, Custom, or Global categories. 


Sort Products in a Category

If Category Maintenance is in online maintenance mode,  Products in a (sub-)category can be sorted so that they display in a specific order in a menu.


  1. in the category list, an Options button displays for each category.
  2. Check that the category contains products. The number of products under that category is displayed. 

     

  3. If this category does not contain products, click on the category name to go to the next sub-category level. TIP - You will know there is another category level is if the number of subcategories  instead of number of products is displayed. Keep clicking a category name until you reach the level that contains products. 
  4. Hover over Options, then click on Products.


  5. The list of products is displayed with the order they will appear in a menu. 
  6. To reorder products, drag and drop products to the order you wish.
  7. When you have finished, click Save & Exit.


Edit a Category

To make changes to a category, in the Category Maintenance screen, find the category and click Edit. The various sections of the Category Maintenance screen are detailed below. 

Category Information

This section displays the category information integrated from the ERP.
 

FieldDescription
Category CodeThis field cannot be edited in the CMS and is shown for reference only.
DescriptionThis is your category name. It will appear on the category list page, and at the top of the product list when website users drill down to view the category.
Subtitle

The text in this field will be displayed if the 'Show Category Subtitle' option is ticked in the Product List Title Widget (found on the Product List page template). 
 

HiddenTick this checkbox to exclude this category from your site's menu or category list. 
Category Image


Assign an image to your category using the 'Select or Upload Image' option. 
  1. A modal window will open, allowing you to browse to or upload an image: 
  2. The image you assign will appear on the category list page of the website: 


    Tip
    titleAre image colours not as expected?

    Multiexcerpt include
    MultiExcerptNameAre the image's colours off?
    PageWithExcerptFAQs from Commerce Vision Support


Enable ClusterEnable this option if your website is using a cluster to display products in this category to customers.
Include Products from Sub CategoriesIf this category has been set up with sub-categories and they have been populated with products, these can be displayed with the category. If this feature is not used, select 'Not Set'. If this feature has been set up but you do not want to use it, select 'No'.


SEO Settings

Search engine-friendly URL, Page Title, and Description tags for the category are maintained here.  

These values are normally auto-generated on first integration. You may edit any of these values as required and they will not be overwritten on subsequent integration events.  

FieldDescriptionExample
SEO UrlThe user- and search engine-friendly URL for the category page.

Here's an example of these SEO settings in the real world.

The Commerce Vision Blog is obviously not a product category, but the principles are the same.

Page Title TagThe title that displays on search engine results pages, just above the URL.  
Meta Description TagThe blurb that displays under the Title and URL.


Category Banner

In this section, you can add a banner image to display on the category page. Add a title, some text, and an image. (See WYSIWYG editor for a guide.)

Category Banner Data in CMSResulting Output


Tip

Display banners on your category pages by adding a Category Banner Widget to the Product List Template.


Custom Fields 

If you have created any custom fields for the Category table (and they are marked 'active'), the maintenance area will display here. 

If there are no active custom fields in your Product table, this section will not render. 

Need more information? See Add Custom Fields To Products and Categories.


Category Hotspot Banner

Info

This feature is available for version 4.32+. The cluster feature must also be enabled by your Administrator in Category Maintenance Settings.


Category Hotspot Banner works together with a Cluster category. It allows you to upload a cluster category banner and add hotspot links on the image to products in the cluster. See Category Hotspot Banner help. 

Mega Menu Zone

If your website uses a Mega Menu (rather than a Navigation Menu), you can edit the content to display around the menu edges here. For example, you may wish to add images to the top of each menu item, links or other content. 

Content editing is available for all four sides (Top, Bottom, Left, Right).  In the example below, we have added an image to the Top zone of the category 'Sports & Outdoors'. 

Mega Menu Zone Data in CMSResulting Output



Info
titleNot seeing this section?

This section will only be displayed if you have enabled it in Feature Settings.

To enable it, navigate to SettingsFeature Management → Product & CategoriesConfigure the Online Category Maintenance feature. Tick the zones you wish to edit content for, and then click Save & Exit.

 





Additional Information

Category integration from ERP must be disabled by Commerce Vision to avoid overwriting online changes on the next data send from the Integrator.

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hiddentrue
MultiExcerptNameAdditional Info
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Multiexcerpt
hiddentrue
MultiExcerptNameFeature Title

CMS Category Maintenance


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hiddentrue
MultiExcerptNameFeature Overview

Choose between maintaining product categories entirely online or integrated from the ERP. 



Minimum Version Requirements


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MultiExcerptNameMinimum Version Requirements

**.**.**


Prerequisites


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MultiExcerptNamePre reqs

Product Maintenance enabled with 'Categories' option on. 

ERP Category integration disabled by Commerce Vision. None 


Self Configurable


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MultiExcerptNameSelf Configurable

Yes


Business Function


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MultiExcerptNameBusiness Function

Products & Categories


BPD Only?


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MultiExcerptNameBPD Only

Yes


B2B/B2C/Both


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MultiExcerptNameB2B/B2C/Both

Both


Third Party Costs


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MultiExcerptNameThird Party Costs

n/a



Related help

Content by Label
showLabelsfalse
showSpacefalse
excludeCurrenttrue
cqllabel in ("category","category-templates")

Content by Label
showLabelsfalse
showSpacefalse
titleRelated widgets
excludeCurrenttrue
cqllabel = "widget" and title ~ "category"