Creating sales categories

If you are changing the display structure of your sales catalog, you might want to add a sales category.

Note: If you are creating a category that needs to be updated frequently to change the catalog entries that are assigned to the category, consider creating a rule-based sales category. For more information, see Rule-based sales categories.

Before you begin

You can add a sales category in a sales catalog by performing one of the following tasks:
  • Creating a category by copying an existing master category or sales category. When you copy a master category, catalog entries (products, SKUs, bundles, and kits) are not copied. When you copy a sales category, the catalog entry links are also copied.
  • Creating a sales category.

Procedure

  1. Open the Catalogs tool.
  2. Create a sales category by using one of these methods:
    • To copy an existing sales category, go to the category in the explorer tree:
      1. On the explorer tree, right-click the category; then, click Show Subcategories on the menu. The Categories list view displays.
      2. On the explorer tree or list view, right-click the category that you want to copy; then, on the menu, click Copy.
      3. On the list view, right-click anywhere; then, on the menu, click Paste.

        The Category Properties view displays.

    • To create a category in a sales catalog:
      1. From the explorer filter, select Sales Catalog Categories.
      2. On the explorer tree, right-click a category; then, click New Sales Category to create a subcategory. To create a new top category, on the explorer tree, right-click a sales catalog; then, click New Sales Category, or from the File menu click File > New > Sales Category.

        The Category Properties view displays.

  3. Click the Manage Category tab.
  4. Optional: Expand the Object Properties section.
    This section is read-only and provides information if your company uses the following features:
    • HCL Commerce EnterpriseExtended sites business model
    • Workspaces
    PropertyDescription
    Associated store The store that the asset belongs to:
    • If workspaces are enabled
    • HCL Commerce EnterpriseIf your store is an extended sites store
    Change Made In The name of workspace, task group, or task, where the object is changed.
    Workspace The name of the workspace that the task is associated with. This field is read-only.
    Task Group The name of the task group that the task is associated with. This field is read-only.
    Description A description of the task. This field is read-only.
  5. From the Manage Category tab, expand General Category Information. Complete the following information:
    PropertyDescription
    Code The language independent category identifier.
    Name The name of the category. This field can be edited in multiple languages.
    Short description Type a brief description of the category.
    Long description

    Type a detailed description, if applicable. You can enter HTML code in this field. If you choose to specify HTML code, you should receive this source code from your developers. Before you paste HTML code into the field, you must select Source in the editor toolbar. For more information about rich text editors, see Rich text editor (CKEditor).
    Keyword Type one or more keywords, which are separated by a comma and a space that describe the contents of the Web page. Some Internet search engines use these keywords to determine whether your page satisfies a search query. This field can be edited in multiple languages.
    Parent category (master catalog) The category to which an object such as a category, product, or SKU belongs, or the catalog to which a top category belongs.
  6. Expand the Display section. Complete the following information:
    PropertyDescription
    Display to customers Select this check box to indicate that customers can view this category in the storefront.
    Thumbnail All image files must be placed in the store's defined image directory. Determining the correct image directory and whether you need an absolute or relative path depends on your store's configuration. For example, the HCL Commerce starter store images use a relative path that points to the default installation directory under the store name. Use of a relative path is most common. Use of an absolute path is dependent on your initial configuration. Ask a store developer with Site Administrator authority for the correct image directory if you are unsure. This field can be edited in multiple languages.
    Full image Type the path to the full-size image and the name of the image, such as images/shirt.jpg. The path can be either a full path, or a relative path from your store directory.
  7. Click Save; then click Close.

What to do next

Add catalog entries into your new sales category. For more information, see: