Categories

Category – an efficient way to organize the products by their type, which helps target consumer find the desired products faster.

Categories make up a powerful tool that can be used not only to sort your content, but also to develop a proper, i.e. meaningful and semantic, structure of your product catalog. Categories have a hierarchical taxonomy, meaning that there are parent and child categories.

Category tree – the aggregate of all categories and parent–child relations among them. Category tree starts with a root category – a category, which has no parent category, and ends with many branches of categories without subcategories (i.e. child categories).

Parent Category – a category to which the category is assigned. If "Berlin" is a category, "Germany" may be its parent category.

Subcategories – all child categories, assigned to a certain category. Subcategories for category "Germany" may be "Berlin", "Munich", "Hannover" and so on.

There can be many category trees in TreoPIM. Each category can have only one parent category. Each category may have a lot of subcategories. One category can be used in several category trees. Also many products can be assigned to one category, and each product can be assigned to more than one category in accordance with the catalog content.

One Category Tree vs Multiple Category Trees

Each adopter of TreoPIM may decide for himself what works better for him – setting up and supporting multiple category trees or just one. Irregardless of the choice, it is still possible to synchronize different content for products you want to supply.

Category Fields

The category entity comes with the following preconfigured fields; mandatory are marked with *:

Field Name Description
Active Activity state of the category record
Name (multi-lang) * The category name
Parent Category The category to be used as a parent for this category
Code * Unique value used to identify the category. It can only consist of lowercase letters, digits and underscore symbols
Description (multi-lang) Description of the category usage

If the multi-languages settings are activated, but multilingual fields are missing for the category entity, or if you want to make changes to the category entity, e.g. add new fields, or modify product family views, please, contact your administrator.

Creating

To create a new category record, click Categories in the navigation menu to get to the category records list view, and then click the Create Category button. The common creation window will open:

Categories creation

Here enter the desired name for the category record being created and activate it, if needed. Its code is automatically generated based on the entered name, but you can change it via the keyboard. Click the select button in the Parent category field to assign one to the given category, if needed. The category description is an optional field and can be left empty.

Click the Save button to finish the category record creation or Cancel to abort the process.

If the category code is not unique, the error message will appear notifying you about it.

The new record will be added to the categories list. You can configure it right away on the detail view page that opens or return to it later.

Alternatively, use the quick create button on any TreoPIM page and fill in the required fields in the category creation pop-up that appears:

Creation pop-up

Listing

To open the list of category records available in the system, click the Categories option in the navigation menu:

Categories list view page

By default, the following fields are displayed on the list view page for category records:

  • Name
  • Code
  • Category tree
  • Active

To change the category records order in the list, click any sortable column title; this will sort the column either ascending or descending.

Category records can be searched and filtered according to your needs. For details on these options, refer to the Search and Filtering article in this user guide.

Once the TreoDAM module is installed, the Main Image field is also added to category records on their list view page:

Categories list with DAM

To view some category record details, click the name field value of the corresponding record in the list of categories; the detail view page will open showing the category records and the records of the related entities. Alternatively, use the View option from the single record actions menu to open the quick detail pop-up.

Mass Actions

The following mass actions are available for category records on the list view page:

  • Remove
  • Mass update
  • Export
  • Add relation
  • Remove relation

Categories mass actions

If any option is missing in your mass actions menu, please, contact your administrator.

For details on these actions, refer to the Mass Actions section of the Views and Panels article in this user guide.

Single Record Actions

The following single record actions are available for category records on the list view page:

  • View
  • Edit
  • Remove

Categories single record actions

If any option is missing in your single record actions menu, please, contact your administrator.

For details on these actions, please, refer to the Single Record Actions section of the Views and Panels article in this user guide.

Editing

To edit the category, click the Edit button on the detail view page of the currently open category record; the following editing window will open:

Categories editing

Here edit the desired fields and click the Save button to apply your changes.

Besides, you can make changes in the category record via in-line editing on its detail view page.

Alternatively, make changes to the desired category record in the quick edit pop-up that appears when you select the Edit option from the single record actions menu on the categories list view page:

Editing popup

Removing

To remove the category record, use the Remove option from the actions menu on its detail view page

Remove1

or from the single record actions menu on the categories list view page:

Remove2

The record removal operation has to be confirmed in the pop-up that appears:

Category removal confirmation

By default, it is not possible to remove the category, if it has child categories in any product associated with it.

Duplicating

Use the Duplicate option from the actions menu to go to the category creation page and get all the values of the last chosen category record copied in the empty fields of the new category record to be created. Modifying the category code is required, as this value has to be unique.

Category Tree

TreoPIM offers you a dynamic display of all categories available in the system in a tree view. To see this, click the Tree View button on the categories list view:

Tree view button

In this view, parent–child relations are more explicit, and category trees are built (modified) via simple drag-and-drop of categories:

Tree view

Working With Entities Related to Categories

Relations to products are available for all categories by default. For root categories, there is additionally the relation to catalogs. Moreover, once the TreoDAM module is also installed in the TreoPIM system, assets can also be related to categories. All the related entities records are displayed on the corresponding panels on the category detail view page.

If any panel is missing, please, contact your administrator as to your access rights configuration. To be able to relate more entities to categories, please, also contact your administrator.

Category Products

Products that are linked to the category record are shown on the CATEGORY PRODUCTS panel within the category detail view page and include the following table columns:

  • Product
  • Scope
  • Channels

Category panel

It is possible to link product records to a category by creating new category products. To do this for the currently open category record, click the + button located in the upper right corner of the CATEGORY PRODUCTS panel and enter the necessary data in the category product creation pop-up that appears:

Creating category products

Fill in the Sorting field to define a certain sort order of the category product records on the panel, if needed.

By default, the defined category has the Global scope, but you can change it to Channel and select the desired channel (or channels) in the added field:

Channel product

Click the Save button to complete the category creation process or Cancel to abort it.

It is possible to link the same category product twice, but with different category scopes – Global or Channel:

Category products scope

Please, note that you can link category products of both root and child categories. The only condition is that their root category should be linked to the same catalog to which the given product belongs.

Category product records can be viewed, edited, or removed via the corresponding options from the single record actions menu on the CATEGORY PRODUCTS panel:

Products actions

Moreover, category product records can be arranged in a certain order via their drag-and-drop on the CATEGORY PRODUCTS panel:

Products order

As a result, the records sorting value is changed accordingly.

Catalogs

Root categories are also related to catalogs and the latter are displayed on the CATALOGS panel within the root category detail view page and include the following table columns:

  • Name
  • Code
  • Categories
  • Active

Catalogs panel

It is possible to link catalog records to the root category by selecting the existing ones or creating new catalogs.

To create a new catalog record to be linked to the currently open root category, click the + button on the CATALOGS panel and enter the necessary data in the catalog creation pop-up that appears:

Creating category catalog

Click the Save button to complete the catalog creation process or Cancel to abort it.

To link the already existing catalog (or several catalogs) to the root category record, use the Select option from the actions menu located in the upper right corner of the CATALOGS panel:

Adding catalogs

In the "Catalogs" pop-up that appears, choose the desired catalog (or catalogs) from the list and press the Select button to link the item(s) to the root category.

Catalogs linked to the given category record can be viewed, edited, unlinked, or removed via the corresponding options from the single record actions menu on the CATALOGS panel:

Catalogs actions

Asset Relations

The ASSET RELATIONS panel is present on the category record detail view page only when the TreoDAM module is also installed in the TreoPIM system.

All the assets that are linked to the currently open category record are displayed on its detail view page on the ASSET RELATIONS panel and include the following table columns:

  • Preview
  • Name
  • Related entity name
  • Role
  • Scope
  • Channels

Asset relations panel

On this panel, you can link the following asset types to the given category record:

  • Gallery image
  • Description image
  • Icon
  • Office document
  • Text
  • CSV
  • PDF document
  • Archive

All the linked assets are grouped by type correspondingly.

To create a new asset record to be linked to the currently open category record, click the + button located in the upper right corner of the ASSET RELATIONS panel and enter the necessary data in the asset creation pop-up that appears:

Asset creation

Here select the asset type from the corresponding drop-down list and upload the desired file (or several files) via their drag-and-drop or using the Choose files button. Once the files are loaded, enter their data in the fields that appear:

Asset details

By default, the defined asset has the Global scope, but you can change it to Channel and select the desired channel (or channels) in the added field:

Channel asset

Select the Private checkbox to make the current asset record private, i.e. allow access to it only via the entry point. If the checkbox is not selected, TreoPIM users can reach the asset via the direct shared link to its storage place.

Additionally, it is possible to assign a role to the asset record being created by clicking the corresponding field and selecting the desired option from the list:

Asset role

By default, only the Main role is available, but the list can be expanded by the administrator.

Click the Save button to complete the asset record creation process or Cancel to abort it.

Please, note that the Gallery image asset record of the Global scope only with the Main role assigned to it becomes the main image for the given category record and is displayed on the right hand side CATEGORY PREVIEW panel:

Category main image

To view the main image in full size, click the category preview icon.

Once the Main role is assigned to a different Gallery image asset record of the Global scope, the CATEGORY PREVIEW panel content is automatically updated correspondingly.

To assign an existing in the system asset (or several assets) to the category record, use the Select option from the actions menu located in the upper right corner of the ASSET RELATIONS panel:

Adding assets

In the common record selection pop-up that appears, choose the desired assets from the list (they may be of different types) and press the Select button to link the item(s) to the category record.

Assets linked to the given category record, irregardless of their types, can be viewed, edited, or removed via the corresponding options from the single record actions menu on the ASSET RELATIONS panel:

Assets actions

Here you can also define the sort order of the records within each asset type group via their drag-and-drop:

Asset order

The changes are saved on the fly.

To view the category related asset record from the ASSET RELATIONS panel, click its name in the Related entity name column. The detail view page of the given asset will open, where you can perform further actions according to your access rights, configured by the administrator.