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Add Products to Category

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

2. Click the top level category name to drill down to the category level you wish to add products to.
   
   
   
3. Hover on Options and select Products from the menu.
   
   
   
4. The category's products will be displayed, with an indicator to show whether this category is the product's primary location (for SEO & breadcrumb purposes). 
   
   
   
5. To add a product, enter start tying the code or description in the lookup, then select it from the suggestions. Hit Enter or click 'Add Product' to add it to the list.
   (TIP - If you prefer to import products in bulk, skip ahead to the next section.)
   
   
   
6. (optional) Repeat step Step 5 to add more products to the category if required. 
   
   
7. Click Save or Save and Exit.
   
   Here's an example: 

   Multimedia
   name AssigningProductsInCategoryMaintenance.mp4 autostart true

Upload Products in

Bulk

If you 've got have a huge list of products to upload, consider using our you can use the import function.

Here's how:  

5. Follow the steps above, but at step 5, click Import Products.

6. Click 'Download Example Template' to generate a sample .csv file. 

7. Paste your own product data into the sheet.

• All you need is the product code, but you can also nominate The product code is required. 
• (Optional) In the Primary column, specify whether this category should be is the product's primary category (true/false or yes/no). A blank entry in the 'Primary' column will be treated as false, but if If blank, 'false' defaults unless the product has no other category locations, this category will become its primary by default. The primary category determines links. Use of primary category: the breadcrumb on the product detail page and , related product SEO data will link to this category. 

8. Save the .csv file somewhere.

9. Select your Import Type: 

Append (default) - adds the products in your .csv to any products already in the category

Overwrite - deletes any products in the category and replaces them with the ones in your .csv

10. Click Select files to browse to your saved .csv. The moment you select your fileOnce selected, the import will begin.


 
The
11. Check the import log will advise of to verify success or warn you of for errors. NOTE - Duplicate and invalid products will be skipped.

11. Click Back to return to the category product list. 

12. Click Save or Save and Exit. 

Here's an example: 

Multimedia
name ImportingProductsToACategory.mp4

Additional options 

Edit the Product's Primary Category

1. Hover over the Options button for a product

, you'll see 3 choices: 

1. . Or select multiple products.
   
   
2. Click Edit Product Categories

Product Maintenance

1. .
   

Remove

1. Image Modified

Edit Product Categories

Opens a popup containing

1. The popup contains all the categories this product is found in. 
   

Here you can change

1. Image Added
   
   
2. Change the product's primary category assignment (radio buttons), or add/remove categories.
   

Image RemovedNote that once you click Save on this popup, the product's categories

1. 
   
2. Click Save. NOTE - Changes will be saved

(

1. regardless of whether you click

save

1. Save on the Category Product page behind it

)

1. . 

Product Maintenance

Opens the Product Maintenance page

Go to Product Maintenance 

You can go directly to a product's Maintain Product page to edit product details.

While viewing a category's products:

1. Hover over the Options button for a product. 
   
   
2. Select Product Maintenance. This opens the Maintain Product page for this product so that other information can be edited.

Remove

• Deletes the product from this category. 

Bulk Actions

You can also tick multiple products (or all) in the list and either:

remove them from the category, or

mark this category as primary. 
Image Removed

Product Sequencing / Sorting

Delete Products from a Category

1. Hover over the Options button for a product. Or select multiple products first.
   Image Added
   
   
2. Click Remove.
   
   

Sort Product Order in Category

The order your products display in a category can also be edited. Just drag and drop the products into any sequence you wish (or have them sequenced as required in your .csv file), and click Save. 

Please noteNOTE: if If your site uses Lucene search, you may want to check the setting for Product Browse. If Lucene is enabled for When product browse (as well as search) is enabled, the product sequence you set in the CMS via drag & drop will be overridden. 

Recommended configuration is that Lucene "Is Disabled For Product Browse", meaning your products can be ordered any way you like in the CMS!

To check your site's setting in the CMS:

1. Navigate to Go to Settings → Advanced Settings → Lucene Search Settings.
    
2. Select the Index Settings tab.
3. Check the status of the 'Is Disabled For Product Browse' tickbox and edit if required. 
   
4. Click the Update button to save changes.

Additional Information

Related

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