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Overview

Depending on how your website and ERP integration is set up, product category maintenance is either initially integrated from the ERP or completely maintained online. CMS category maintenance options depend on whether your site is ERP-integrated or online maintained. (See CMS Category Maintenance Settings.) 

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 and add products.

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. 



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: 


    Are image colours not as expected?

    A: There are a number of factors that affect the rendering of colours for images on your website, e.g., different browsers.

    One common issue relates to the colour mode set for the original image. You might have edited and saved the image in CMYK colour mode, which is typically used for print. During the CMS upload, the mode will be converted to RGB for online display. This process might result in the colour changes you're seeing. So when designing an image for your website, make sure the colour mode is set to RGB in the first place.

    Here is an article that may provide useful information.

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

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 How To Add Custom Fields To Products and Categories.


Category Hotspot Banner

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


Not seeing this section?

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

To enable it, navigate to Settings → Feature Management → Product & Categories. Configure the Online Category Maintenance feature. Tick the zones you wish to edit content for, and then click 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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