Creating and Managing Product Categories

How to build a category structure for your products in Plytix

Setting up product categories helps you navigate your product catalog more efficiently by sorting products into groups. In this article, we will show you how to create and work with categories in Plytix. 


Creating Product Categories

Editing Product Categories

 

 

ℹ️ The product categories you set up for navigating your catalog can also be applied as filters when using an E-Catalog.

 




Creating Product Categories

There are two ways to create Product Categories for your PIM:

Creating Product Categories inside the PIM

To create and manage your Product Categories inside the PIM:

  1. Navigate to "Settings" in the top menu (1)
  2. Open  the "Product categories" section (2).
  3. On the left you can navigate your taxonomy, and access all underlaying subcategories (3). On the right you add and manage your categories/subcategories(4).
Product categories overview

Whenever you click a category or sub category in the left column (1), the underlaying data from that section will become visible and editable on the right column (2).

From here, to create a new category structure: 

  1. Click the "Category Index" (1) section to add new root categories (2)
  2. The click "Add Category" (3)
  3. Write the name of the new category you want to add to your category tree here
adding and editing product categories

 

Creating Product Categories upon import

You can also create and assign your Product Category Trees in bulk within a CSV import. 

When doing so, there are a couple of things to keep in mind:

You can establish a hierarchical structure for your Categories by simply separating the Main Category from its respective Subcategories by using a separator such as ">", just as you can see within this example: 

 

category-trees-csvupload

ℹ️ By default the system uses the ">" separator to separate main category from subcategories and a comma to separate distinct categories. However you can use your own custom separators, which you can define within the mapping process on import. Just make sure to use coherent separators. 

 

💡 A Product can be assigned to multiple Category Trees at once. Just make sure to use a distinct separator as the ones used to define one Category Tree. 

 

⚠️ Categories are case sensitive. Make sure to always use the same spelling for each category. If for instance you write "iPhone cases" and "iPhone Cases", two different categories would get created. 

 



Reordering and Editing Product Categories

Every time you create a new part of your taxonomy, you can adjust the content within the taxonomy level by drag and dropping it around (1).

 

drag and drop of sub categories

 

Editing, moving and deleting

If you want to change something for a category, you can hover over a category and action buttons will appear.

  • Press "Edit" (1) to change the name of the category.
  • Press "Move" (2) to change the position of the category.
  • And press the x-"Delete" icon to delete the category completely (3).

Editing, moving and deleting categories

If you choose to "Move" the category a new window will appear, you either select a category to move it to, or you write in a name, in the search function, of the location on the taxonomy tree you want the category to be at (1) and press move (2).

Moving category items

 

Now, all you need to do is apply your categories to your different products. 

 

What's Next

 

If you have any questions just click on the chat box in the bottom-right corner and we'll be happy to answer them...

 

and please let us know 👇