Product Categories

A product category allows you to group a range of products within it so they are easier for your customers to find. The product menu is also built from your product categories and the hierarchy you set them up with.

All of your product categories live within a Taxonomy. Your store will have one Taxonomy that it uses and the Product Categories within that Taxonomy will determine the grouping of products and the product menu system for your store. If you have more than one store, each store will have its own Taxonomy. If you want to build a new Taxonomy for your store, you can build it without it affecting your store. When you want it to go live, you just tell your store to use the new Taxonomy instead of the old one.

Example of a Basic Hierarchy for Product Categories

Creating the Taxonomy

• Open the storeConnect® Config app
• Go to the Taxonomies object
• Create a new record
• Give your taxonomy a name
• Set its position (optional) - If you have more than one taxonomy for a store, the one with the lowest position will be the one used
• Choose what store this taxonomy applies to

Creating a Product Category

• Open the storeConnect Config app
• Go to the Product Categories object
• Create a new record
• Give the category a name - This will be what is displayed in the store menu
• A slug will be automatically generated when you click ‘Save’, but you can choose your own
• Select the taxonomy it will live under
• Set the position (optional) - Sets the order master categories will be listed in the menu
• Filling out the Content fields is optional - See Content Blocks for more information on their use
  • Title - Appears at the top of the category page in place of the name
  • Subtitle - Appears at the top of the category page under the title
  • Information - Appears at the top of the category page below subtitle (supports plain text, markdown and html)
  • Media - The image to be used when this category is featured
  • Category Path - Shows the website category path of this category to help with readability and distinguishing between categories with similar names (will not change the actual category or its navigation)
  • Featured Product - The primary/featured product for this category
• Filling out the SEO fields is optional
  • Meta Title - Used for SEO
  • Meta Keywords - Used for SEO (comma Separated)
  • Meta Description - Used for SEO
• Click ‘Save’

More On Position: The records with a position are shown in order first. Records without a position will then be shown in alphabetical order based on the record name.

Creating the Product Category Hierarchy

After you have created your categories, including any need to make up your master categories and the rest of the product category tree, you can arrange the category hierarchy.

• Select one of your categories that will be a master category
• Go to the Related Lists
• In the ‘Children of this Category’ section, click ‘New’
• Search and select the Child Category you want to add
• Set a position - Sets the order for categories within a parent category
• Set ‘Is the primary parent of the child’ to true if this parent is to be used when creating breadcrumbs (if more than one parent is set as the primary parent the one with the lowest position will be used)
• Click ‘Save’

Continue to add children categories as needed to build your product category hierarchy.

Adding Products to a Category

For instructions on how to add your products to a category, see Adding Products to a Category

Bulk Uploading Categories

Product Categories are stored in the Product_Category__c object.

Field Mapping:

• Product Category Name - Name of category
• Taxonomy - Taxonomy record ID
• Position - Integer to determine the sort order for master categories in the menu
• Title - Appears at the top of the category page in place of the name
• Subtitle - Appears at the top of the category page under the title
• Information - Appears at the top of the category page below subtitle (supports plain text, markdown and html)
• Media - The image to be used when this category is featured
• Category Path - Shows the website category path of this category to help with readability and distinguishing between categories with similar names (will not change the actual category or its navigation)
• Featured Product - The primary/featured product for this category
• Meta Title - Used for SEO
• Meta Keywords - Used for SEO (comma Separated)
• Meta Description - Used for SEO

Bulk Uploading the Category Hierarchy

The Product Category Hierarchy is stored in the Product_Category_Hierarchy__c object.

Field Mapping:

• Parent Category - The record ID of the parent category
• Child Category - The record ID of the child category
• Position - Integer to determine the sort order for categories within a parent category

 

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