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Categories & Tags

Categories and tags help you organize your product catalog for easy searching, filtering, and management. Categories create hierarchical groups (like “Apparel > Shirts”), while tags add flexible labels (like “Summer Sale” or “Featured”) that work across categories.

Why Use Categories & Tags?

Section titled “Why Use Categories & Tags?”

Categories and Tags help you organize your product catalog so you and your team can filter, find, and group products quickly. Categories create a hierarchical structure (e.g., Apparel → Men’s → T-Shirts), while tags add flexible labels for promotions, seasons, or any custom grouping you need.

Better Organization

Group similar products together with categories and subcategories for logical structure.

Easy Filtering

Find products quickly by filtering your inventory by category or tag.

Flexible Labels

Add multiple tags to products for promotions, seasons, or special collections without changing categories.

Nested Structure

Create parent categories with child categories (e.g., Apparel > T-Shirts > Men’s T-Shirts).

Understanding Categories

Section titled “Understanding Categories”

Categories organize products into groups and subgroups. Each category can have a parent category, creating a hierarchy.

Category Fields

Section titled “Category Fields”

When creating or editing a category, you’ll fill out these fields:

Name

The category name that appears in your product list (e.g., “T-Shirts,” “Hats”).

Description

A description that helps identify what products belong in this category.

Legacy

Optional identifier for migrated data from previous systems.

Products Sorting

Choose how products within this category are sorted (A-Z, price, newest, oldest).

Parent Category

Select a parent category to create nested organization (leave blank for top-level categories).

Sorting Options

Section titled “Sorting Options”

Products within a category can be sorted by:

  • Alphabetical (A-Z) - Products listed from A to Z
  • Alphabetical (Z-A) - Products listed from Z to A
  • Item (Old-New) - Oldest products first
  • Item (New-Old) - Newest products first
  • Price (Low-High) - Lowest prices first
  • Price (High-Low) - Highest prices first

Creating Categories

Section titled “Creating Categories”

  1. Open Product Form

    Navigate to Inventory in the sidebar, then click New Product or edit an existing product.

  2. Find Category Section

    Scroll to the category field in the product form. You’ll see a dropdown with existing categories and a + button.

  3. Click the + Button

    Click the + (plus) button next to the category dropdown to open the “New category” dialog.

  4. Fill Category Details

    Enter the required information:

    • Name - Category name (minimum 3 characters)
    • Description - Describe what belongs in this category (minimum 3 characters)
    • Legacy - Optional legacy identifier (minimum 3 characters if used)
    • Products Sorting - Select how products should be sorted
    • Parent Category - Select a parent category or leave blank for root category

  5. Save Category

    Click Save category to create the new category. It becomes immediately available for selection.

Assigning Categories to Products

Section titled “Assigning Categories to Products”

Once categories exist, assign them to products:

  1. Open Product Form

    Navigate to a product (new or existing) in the Inventory section.

  2. Select Categories

    In the Category field, click to open the dropdown and select one or more categories.

  3. Save Product

    Save the product to apply the category assignments.

Understanding Tags & Attributes

Section titled “Understanding Tags & Attributes”

Tags are flexible labels you can add to products for promotions, seasons, collections, or any custom grouping. Unlike categories, tags don’t have a hierarchy - they’re simple labels with customizable colors.

Tag Features

Section titled “Tag Features”

Custom Colors

Assign a color to each tag for easy visual identification in product lists.

Multiple Per Product

Add as many tags as needed to each product (e.g., “Sale,” “Featured,” “New Arrival”).

Quick Filtering

Filter your inventory by tags to find all products with specific labels.

Bulk Operations

Add or remove tags from multiple products at once using bulk actions.

Creating Tags

Section titled “Creating Tags”

  1. Open Product Form

    Navigate to Inventory in the sidebar, then open any product (new or existing).

  2. Find Tags Section

    Look for the tag icon button in the product form. Click it to open the tags panel.

  3. Open Tag Dialog

    In the tags overlay panel, click Add new tag at the bottom.

  4. Enter Tag Details

    In the tag dialog:

    • Name - Enter the tag name (e.g., “Summer Sale,” “Featured”)
    • Color - Pick a color using the color picker to identify this tag visually

  5. Save Tag

    Click Add to create the tag. It’s now available for all products.

Assigning Tags to Products

Section titled “Assigning Tags to Products”

Add tags to individual products to label them for easy filtering and management:

  1. Open Product Form

    Navigate to a product (new or existing) in the Inventory section.

  2. Open Tags Panel

    Click the tag icon button to open the tags overlay panel.

  3. Select Tags

    In the tags list, check the boxes next to the tags you want to assign to this product.

  4. Close Panel

    Close the overlay panel. The selected tags now appear as colored chips on the product.

  5. Save Product

    Save the product to apply the tag assignments.

Managing Tags in Bulk

Section titled “Managing Tags in Bulk”

Add or remove tags from multiple products at once:

  1. Select Products

    In the Inventory list, check the boxes next to the products you want to update.

  2. Open Actions Menu

    Look for the bulk actions menu that appears when products are selected.

  3. Choose Tag Action

    Select either Add Tags or Remove Tags from the actions menu.

  4. Select Tags

    In the dialog, choose which tags to add or remove.

  5. Apply Changes

    Confirm the action. Tags are applied or removed from all selected products.

Editing Categories & Tags

Section titled “Editing Categories & Tags”

Editing a Category

Section titled “Editing a Category”

  1. Find the Category

    Open any product that uses the category you want to edit.

  2. Open Category Dialog

    Click the + button next to the category field, then select the category from the list to edit it.

  3. Update Details

    Make changes to the category name, description, sorting, or parent category.

  4. Save Changes

    Click Update Category to save your changes. All products using this category are automatically updated.

Editing a Tag

Section titled “Editing a Tag”

  1. Open Tags Panel

    In any product form, click the tag icon to open the tags panel.

  2. Click Tag Name

    In the tag chips displayed on the product or in the list, click the tag name to open the edit dialog.

  3. Update Details

    Change the tag name or color as needed.

  4. Save Changes

    Click Edit to save your changes. The updated tag appears across all products using it.

💡 Best Practices

Section titled “💡 Best Practices”

Plan Your Structure

Design your category hierarchy before creating products. Think about how customers browse and search for items.

Keep Categories Broad

Use 2-3 levels maximum for categories. Too many subcategories make navigation confusing.

Use Tags for Temporary Labels

Tags work great for promotions, seasons, or limited-time collections that change frequently.

Consistent Naming

Use consistent naming conventions (Title Case, all lowercase, etc.) for a professional appearance.

Color-Code Tags Meaningfully

Use red for clearance, green for new arrivals, blue for featured - colors that make sense at a glance.

Review Regularly

Clean up unused tags and reorganize categories as your catalog grows and changes.

Common Use Cases

Section titled “Common Use Cases”

Seasonal Collections

Section titled “Seasonal Collections”

Create tags for each season:

  • “Spring 2025” (light green)
  • “Summer 2025” (yellow)
  • “Fall 2025” (orange)
  • “Winter 2025” (blue)

Apply these tags to relevant products, making it easy to filter and manage seasonal inventory.

Promotional Groups

Section titled “Promotional Groups”

Use tags to identify products in promotions:

  • “Black Friday” (black)
  • “Clearance” (red)
  • “BOGO” (purple)
  • “New Arrival” (green)

Product Types with Categories

Section titled “Product Types with Categories”

Organize products with clear categories:

  • Apparel (parent)
    • T-Shirts (child)
    • Pants (child)
    • Dresses (child)
  • Accessories (parent)
    • Hats (child)
    • Bags (child)
    • Jewelry (child)

Troubleshooting

Section titled “Troubleshooting”

Category Not Saving

Section titled “Category Not Saving”

If a category won’t save, check:

  • Name - Must be at least 3 characters
  • Description - Must be at least 3 characters
  • Legacy - If filled in, must be at least 3 characters
  • Sorting - Must select a sorting option

Tag Not Appearing

Section titled “Tag Not Appearing”

If a tag doesn’t show up:

  • Refresh - Reload the product form to see newly created tags
  • Check Selection - Make sure the tag is checked in the overlay panel
  • Save Product - Don’t forget to save the product after assigning tags

Products Not Filtering by Category

Section titled “Products Not Filtering by Category”

If category filters aren’t working:

  • Check Assignment - Verify products are actually assigned to the category
  • Reload Page - Refresh the inventory view
  • Clear Filters - Clear all filters and try again

Next Steps: