Creating Categories

You can create Categories manually or by importing Category records. Category records can be imported via the Job system, the Quick Import tool, or via the Category Manager.

The following methods are available:

Creating Categories Manually

To create Categories manually:

  1. In the Settings accordion menu, select Categories to open the Category Manager.
  2. The white area on the left side of the page shows the hierarchy of Categories. If you have not yet created any Categories, it appears empty. To add a top-level root Category, enter a name for it in the text field and click Add. The details for this Category appear on the right side of the page. All other Categories that you create exist in the hierarchy beneath this Category. There is only one top-level root Category.
  3. To add any Category other than the top-level root Category, do the following:
    1. Select the existing Category in the hierarchy that is the parent of the new Category.
    2. Enter a name for the new Category in the text field in the hierarchy view or in the Sub Categories section of the Category details view on the right side of the page.
    3. Click the corresponding Add button. The details for the new Category appear on the right side of the page.
  4. To define Provider settings at the Category level for this Category, click Provider Attributes. The Object Configuration page appears. Add and define Provider settings here.
  5. To assign an image to the Category, click Choose File in the Image section to open the file browser popup. Navigate to the desired file and select it, then click Upload.
  6. To add an Attribute to the Category, select it from the drop-down list in the Attributes section and click Add. Repeat to add multiple Categories.
  7. If you defined Category linking for an external marketplace, link this Category to an external marketplace Category by selecting the marketplace from the drop-down list in the Provider Category Linking section and clicking Link.

Importing Category Records via the Job System

To import Category records using the Job system, set up an Import – Data job as described in Reviewing and Managing Jobs in the Administration Module. Load the file containing your import data in the Data Source tab.

Importing Category Records Using the Quick Import Tool

To import Category records using the Quick Import tool:

  1. In the Utilities accordion menu, select Quick Import.
  2. Select the Category Data tab at the top of the page.
  3. Set the fields that are included in the import data. The first field of each record must be the Category Code. Use the drop-down lists to set each subsequent field. The following fields are available:
    • Name
    • Description
    • Parent Code
  4. Paste the import data into the text field.
  5. Click Import.

Importing Category Records via the Category Manager

To import Category records via the Category Manager:

  1. In the Settings accordion menu, select Categories to open the Category Manager.
  2. The white area on the left side of the page shows the hierarchy of Categories. If you have not yet created any Categories, it will appear empty.
  3. If you already created one or more Categories, select the Category in the hierarchy that is the parent Category of the Categories being imported.
  4. Click the Import button in the hierarchy or in the Sub Categories section. The Import Sub Categories form appears on the right side of the page.
  5. Select the order in which the data fields will appear in the import records using the drop-down lists at the top of the form. The following data fields are available for Category records:
    • category_cd
    • category_description
    • category_name
  6. Paste the import data into the text field.
  7. Click Import.