Setting up categories is an essential step to organize your product catalog in Sidely. Before importing your products, it's important to create a category tree to structure them effectively. Each product must be assigned to a specific category.
Steps to set up product categories
1. Go to the product settings
Click the ⚙️ icon in the top right corner of the screen to open the settings menu.
Select Product settings, then click Category management.
2. Add a new category
Click the ➕ button in the top right corner of the page.
A panel opens:
Name: enter the category name.
Parent category: if this category is a subcategory, select the parent category from the drop-down list.
Description: add a description to explain the use or content of this category (optional).
Click Create at the bottom of the panel to save the category.
3. Set up subcategories
Link a subcategory to a parent category by selecting the latter in the Parent category field when creating or editing the subcategory.
A clear category tree makes it easier to organize and find products.
4. Edit an existing category
Click the name of the category you want to edit.
The panel will open so you can edit the name, parent category or description.
Click Save to save your changes.
5. Delete a category
Find the category to delete in the list of categories.
Click the 🗑️ icon on the right of the corresponding row.
Confirm the deletion.
Note: a category assigned to products cannot be deleted until those products are reassigned to another category.
Tips for an optimal setup
Plan the category tree upfront: create categories and subcategories suited to your product catalog to make management and search easier.
Use clear names: give your categories explicit names so they can be identified quickly.
Optional but useful description: a precise description can help your teams better understand the purpose or logic behind a category.
FAQ
1. Can I add categories after importing products?
Yes, you can add categories at any time. However, existing products will need to be edited to be assigned to these new categories.
2. Can I delete a category assigned to products?
No, you must first reassign the products to another category before deleting the category in question.
3. Is there a limit to the number of categories I can create?
No, Sidely lets you create as many categories and subcategories as you need.
4. Are categories visible in reports and filters?
Yes, categories are a key criterion in reports and filters to analyze and segment your products.
5. Can I change the category tree after creating it?
Yes, you can edit categories or their parent relationships at any time from the settings.