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Managing categories ​

For
Manager
Where
Back office
Permission
Manage the catalogue
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Categories sort your products into a tree of three levels at most, for example Articles de fête › Décorations › Guirlandes. They help you find a product, filter the product list, the inventory and the reports, and have a customer's age checked at the register.

Before you start ​

  • A product goes into its category when you create it, in Category (guide Adding a product). To move an existing product, open its sheet and change its Category.
  • A category can also carry a deposit: see the guide Managing deposits.

Add a category ​

To create a category and its subcategories in one go:

  1. Open Catalog > Categories.

    The Catalog menu, the Categories entry circled, and the top of the category list with the Add a category button

  2. Click Add a category.

  3. Type the name in Category name, for example Articles de fête.

  4. Leave Placed under at None (level 1) for a first-level category. For a subcategory, choose the category above it.

  5. Choose the Age rule: Same as the category above (the default), Set an age or No age.

    The Add a category form: the name Articles de fête circled, Placed under at None (level 1), Age rule at Same as the category above

  6. Under Subcategories, click + Level 2 for each subcategory, then type its name, for example Ballons and Décorations. Click + Level 3 under a line to add one more subcategory, for example Guirlandes. The trash on a line removes it before you save.

    The Subcategories section: Ballons and Décorations at level 2, Guirlandes at level 3, the + Level 2 button circled

  7. Click Save, in the bar at the bottom of the window.

The list comes back with the notice "Category “Articles de fête” created with 3 subcategories." Everything is created or nothing is: if one line is refused, no category is written.

The creation notice and the list, filtered on "fête": Articles de fête and its three subcategories

A category has three levels at most. To search the list, type part of the name in Search for a category: the list then shows each category with its full name. All levels filters by level.

Edit a category ​

The name, the place in the tree, the age rule and the deposit change in the same form as creation.

  1. Open Catalog > Categories and look for the category in Search for a category.

  2. Click its name, or the pencil on its line.

    The Briquets et allumettes line, the pencil circled

  3. Change the name, Placed under or the Age rule. With Set an age, type the age in Minimum age: a whole number from 1 to 120.

    The Edit the category form: Age rule at Set an age circled, Minimum age 18

  4. Click Save.

The screen shows "Category “Briquets et allumettes” saved. The minimum age of the products concerned has been updated." When the age comes from the category above, the list shows it followed by "(inherited)".

A category's minimum age applies to its products: the register has it checked at the sale. Set an age applies even if it is lower than the age of the category above; No age stops all checking.

To add subcategories to an existing category, use New subcategories on the same page: the current subcategories are listed above.

View a category's products ​

  1. Open Catalog > Categories and look for the category.

  2. Click View products in the Products column of its line.

    The Articles de fête line, with its 2 products and the View products link circled

The product list opens, filtered on the category and its subcategories.

The product list of the Articles de fête category: the banner and the balloons

Archive a category ​

A category is never deleted: it is archived. It leaves the choices (product sheet, filters, import) but its history stays readable, and its name is free again among neighbouring categories.

  1. Open Catalog > Categories and look for the category.
  2. Click the trash on its line.

If the category still contains products or active subcategories, the screen refuses and says how many.

The Cannot archive the category Articles de fête window: it still contains 2 active subcategories, the Got it button circled

An empty category asks for a confirmation:

  1. Click Archive.

    The Archive the category Soldes d'été window, the Archive button circled

The screen shows "Category “Soldes d’été” archived."

A deactivated product keeps its category. To archive a category, first move all its products, active or not, to another category.

Troubleshooting ​

"A category with this name already exists at the same place" ​

Two neighbouring categories cannot share a name (case and accents are ignored). Choose another name, or archive the old category.

"A category has three levels at most" ​

The category, with its subcategories, would go beyond three levels. Choose another place in Placed under.

See also ​