Managing categories

How to add a category

Step 1: Select a digital Catalog service

From the left side menu, choose any digital catalog service. A window will display with three options: List, Configuration, and Settings. Select the Configuration tab.

In the Configuration tab, you will see a category named “All” This is a default category. All of the items need to be connected to the main category. We suggest naming this category the same name as your Catalog, to make it easier to recognize.

Step 2: Creating a new category

To add a sub-category that will be displayed in the mobile app click the + button in the sub-categories tab. This will open a popup window. Select a descriptive name for your new category. Click “Next” to create the category.

Once a category is created, you have the options to edit the name, description, and image of the selected category.

Step 3: Add a category image

Locate the Image section on the top right side. You can click on this section or drag and drop an image into it. If you click on it a popup will appear, allowing you to add, drop, or select an image from the media gallery.

Step 4: Link items to your new category

You can add items to a new category by scrolling down in your opened category and clicking the + button in the “Items of” section. A popup window will open where you can check all of the items you want to add to your category. Click link to add the items.

Once the items are included in a category, they will be displayed in the “Items of” list.

How to allocate categories within an item section

There is also an option to assign categories to an item in the item settings section. To do that navigate to the item you want to categorize and locate the “Package & categories” section.

By clicking on the categories window, a dropdown will appear where you can select and deselect as many categories as you like.

Video tutorial for mobile