Creating Categories and Departments

You may want to create New Categories or Departments for new or existing products to keep things organized and suit your businesses needs. 

Categories & Departments are all considered Categories in Cloud Retailer but they can still be configured like they're separate.


Create a Category:
  1. Login to the Back Office if you're not already.
  2. Click on "Product" on the left side then "Add Product Category".
  3. Enter a "Description" and "Code" (The Description and Code can have the same name.) You will need to make sure that the name you enter does not already exist in the system. You should get a popup at the top letting you know that the name already exists if there is a conflict. 
  4. Make sure "Is Active" is checked.
  5. Click on the "Parent Category (Department)" you would like to have this new category under from the right side of the screen.
  6. Click "Save" at the top right of the screen. You can also click the down arrow for additional save options.

Create a Department:
  1. Login to the Back Office if you're not already.
  2. Click on "Product" on the left side then "Add Product Category".
  3. Enter a "Description" and "Code" (The Description and Code can have the same name.) You will need to make sure that the name you enter does not already exist in the system. You should get a popup at the top letting you know that the name already exists.
  4. Make sure "Is Active" is checked.
  5. Make sure "This is a department and does not have a parent group" is checked.
  6. Click "Save" at the top right of the screen. You can also click the down arrow for additional save options.

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