Purpose and scope

Category management is built on top of the product import functionality. It allows you to categorise your products by brand, type or any other category you want to use. This gives you power and flexibility to display your products in a way that makes sense for your business processes. The category management configuration tool allows you to:

  • Create, edit, delete and/or make other changes to individual categories

  • Use the category import / export spreadsheet feature

More information

The category management configuration tool contains configuration options in six tabbed screens, as follows:

General tab

Key data elements, such as the category name and its description, are found under the General tab. Data fields are:

  • Category name: which is visible in the category tree in Aphix WebShop.

  • Default layout: how you want the category to be displayed by default. Three options are available: Detailed list, Grid or List. 

The parent category must be set to Grid if you wish to include thumbnail images on the child category pages.

  • Description: include a description of the category using the editor provided.

  • Parent: specify where you want this category to be located in the category tree. By default, it is set to Root.

  • Menu index: specify the order you wish to display categories on the side and top menu bars in your Aphix WebShop. By default, categories are displayed with an alphanumerical ordering. 

Change category display order

  • The menu index goes from Low to High. This means that a low menu index number for a category means that the category is displayed higher in the side menu. Conversely, if a high menu index number for a category means that the category is displayed further down in the side menu.

  • You can use negative numbers.

Enter data and click Save. Any changes made are applied immediately to your Aphix WebShop.

SEO

Search engine optimization (SEO) is a method of of attracting more organic traffic to your website (in this case, WebShop) by making it appear higher on search engine results pages. 

Enter metadata, such as page titles, keywords, descriptions and URLs to improve your SEO.

Media

A thumbnail image is one which is displayed at the top of the category tree, and allows you to group similar products together.

The parent category page must default to Category Grid for thumbnail images to be visible.

Configure this using the options available under the

  • General Tab where the Default Layout field must be set to Grid

  • More tab where the Links to field must be set to Category Grid

Add a thumbnail image to each child category to provide your customers with a visual representation of a product grouping.

Extended

Adding images may make your categories more visual and accessible to your customers.

A menu image is one which is displayed when you click Products on the top menu bar.

A banner image is one which is displayed when you open the category page in your product catalogue.

To add a menu or banner image, click Choose File, locate the file in your file directory and click Open. Click Save to upload the image to the Aphix Digital Platform. Changes are visible immediately in your Aphix WebShop.

To remove an image, tick the checkbox and click Remove Image. Click Save to remove the image. The image is removed immediately in your Aphix WebShop.

Site sync

Site sync is used where you have a multi-site setup. Ignore this tab if do not have a multi-site setup.

Otherwise, it displays a list of linked sites, with a toggle allowing you sync the new or updated category information to them. 

Toggle as required, and click Save to save changes.


More

The More tab gives you additional options to further configure each category:

  • Image scan: originally controlled how the image is positioned on the parent category page. Now, we suggest that you use Blocks to display images on category pages.

  • Filter or category: specify whether you would like the category appear as a filter in Aphix WebShop. Filters are set at parent category level, and children under that parent category can be filtered in Aphix WebShop.

  • Links to: configure whether the page that this category links to is a listing page, a category grid or another page. If you select Other Page, enter the link to the page in the Other Link field.

Update as required, and click Save to save changes.


Key points

  • A filter is a specific type of category, which is set at parent category level, and children under that parent category can be filtered in Aphix WebShop.

  • When exported, a filter appears as a category in the downloaded spreadsheet

  • Set up filters in Aphix Management Interface only since you can not import filters through the category import / export spreadsheet feature.

Step by step

Step 1: Log into Management Interface

Log in

Log into Management Interface using your username and password. This opens the dashboard of your Management Interface.

Step 2: Open Categories

Open

Click Categories on the left hand menu. This opens the Category Management Configuration Tool, from where you can curate your categories.


Action 1: Create a category

Create

To create a category, click New Category. This opens the Category Management Configuration Tool.

Enter category details under each tab as required.

Click Save.

Remember

Changes are saved and applied to your Aphix WebShop immediately.

Action 2: Update an existing category

Update

To update details in an existing category, click the Category name you wish to update. This opens the Category Management Configuration Tool populated with the selected category data.

Update category details as required.

Click Save. 

Remember

Changes are saved and applied to your Aphix WebShop immediately.

Action 3: Delete a category

Delete

To delete an existing category, click the Category name you wish to delete. This opens the Category Management Configuration Tool populated with the selected category data.

Click Delete Category. You are prompted to verify you wish to delete the category as the deletion can not be undone.

Click Confirm to proceed. The category is deleted immediately.

Remember

  • Changes are saved and applied to your Aphix WebShop immediately.

  • Only delete a category once you have moved all products to a different category. It is difficult to locate products once the category has been deleted.

  • Change the product's status to Invisible and remove them from the category if you do not wish to display these products. If the product's status is not changed to Invisible, it may appear in a customer's searches.

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