Custom Gateway - Customer Support


Welcome to the Custom Gateway Support Portal

Here you can raise support tickets and read articles on common queries using the topic sections and search below

Magento: Categories

Follow

This article relates to the management of product categories within the Magento CMS system

 

To perform the tasks detailed within you will need access to the Admin Panel of you Magento Site - If you do not have your admin URL or login credentials please contact the Gateway 3D support desk at support@gateway3d.com for assistance.

 

When logged into the Magento system to access the Categories section go to CATALOG > MANAGE CATEGORIES (see image below)

1.png

 

 

Default Screen and Tabs

On loading you will see the standard category management screen

52b955169d29c9b0cf00006f.jpeg

 

CATEGORY TREE

The Category Tree follows the basic file tree structure of a PC file directory

Root Category - Each "website" only has 1 root category - Below a root category is the layer that is visible first on the frontend of your site, normally in any navigation - below this you can have as many levels of sub categories as required so will be built up as follows

 

- ROOT CATEGORY

      - Category 1

            -Sub Category 1

            -Sub Category 2

                  - Sub Category 2.1

                        -Sub Category 2.1.1

                  - Sub Category 2.2

            -Sub Category 3

      - Category 2

      - Category 3

 

This can extend as far as required but in general the more contained the better as this makes for a better customer journey.

 

 

CATEGORY IDENTIFIER


The category identifier details the currently selected category (who's details are being edited in the "management tabs) - This is formatted as follows

 

{Category Name} (ID: {Unique Category ID Number}

 

 

MANAGEMENT TABS

 

This section is where the basic settings of a category and can be changed

 

General Information Tab

1) Name - This is the Name of the category as will be visible on the front end of the site

2) Is Active - This is a dropdown choice of Yes/No - this choice is if the category is enabled or not

3) Thumbnail Image / Image - This is a file upload if you would like an image associated with the category - visible on the frontend of those sites set up to display it

4) Description - A text / HTML based description of the category

5) Page Title - This is the text that will appear in the header of the browser / tab you are viewing the page on

6) Meta Keywords - SEO words that will be automatically added to the HTML of the page - comma separated words that describe the content of the category

7) Meta Description - SEO description that will be automatically added to the HTML of the page

8) Include in Navigation Menu - this is a Yes/No Dropdown - this option decides if the category is visible in the navigation menu on the site

 

Display Settings

1) Display Mode - this will normally be selected as "Products Only" for all categories but other options are

      a) Products Only - Display standard view of products as coded in the theme - EXAMPLE CLICK HERE

      b) Static Block Only - This option will allow you to choose a static block already created which will replace the usual Products

      c) Static Block and Products - Will allow you to display a static block and then products under it - EXAMPLE CLICK HERE

2) CMS Block - This is the dropdown list of static blocks relevent if you select b or c in option 1 above (CMS Blocks can be accessed via CMS > STATIC BLOCKS

3) Is Anchor - This is a dropdown Yes/No option - if yest the category in question will also be assigned all of the products contained in the categories below it.

4) Available Product Listing Sort By - this is the list of options you will allow customers to sort the products by when on the category view

5) Default Product Listing Sort By - This is the default attribute the categories products should be sorted by

 

Custom Design Tab

The Custom Design tab is more related to development - settings in here should not be changed by site owners.

 

Category Products Tab

In this tab you can quickly assign a large amount of products to a category without the need to go into each products details

If you change the range drop down to any (as it will default to show only those selected) and click Reset Filter you can hit the checkboxes of products you would like to add and press save to confirm

52b965529d29c9bc6d000179.jpeg

 

 

CREATING CATEGORIES

Creating New Categories is a very easy process

1) Select the Category you want to create under - so for a top level category select the root category - for a sub category select its parent category.

2) Hit the "Add Subcategory" button above the category tree (note: do not press "Add Root Category")

3) This will open up a new set of "Management Tabs" relating to the new category in which you can enter your desired settings

4) Hit Save to confirm your choices and make the category live.

 

MOVING CATEGORIES

You can easily move categories around the tree view by simply selecting the category you want to move and then dragging it to its desired location while holding down the left mouse button.

While Moving you will have 2 options depending on where your mouse pointer is

1) Add to a category - will make the category you are moving a sub category of the category you add it to

1.png

You can identify this by the (+) icon in the label that appears

 

2) Add between categories - This will maintain the same "Level" but just reorder the category

1.png

You will notice a blue dotted line - this depicts where the category will be moved to if you lift your left click - also you will see the little icon in the popup label which shows an arrow between 2 categories.

 

DELETING CATEGORIES

Should you wish to Delete a category you can do so by:-

1) Select the category you want to delete from the tree view

2) Check the "Category Identifier" to ensure you are changing the settings of the correct category

3) Click the "Delete Category" Button

1.png

 

If you are unsure you should be deleting the category the best practice would be to make in "Is Active" = "No" under its "General Settings" tab instead as this can be reversed if required.

 

 

 

Was this article helpful?
0 out of 0 found this helpful

Comments