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Categories

Categories help you group your products. How do you want to structure your items in the online store? Which merchandise groups match your product catalogue?

The procedure is as follows:

1. Defining the structure

Spend some time thinking about which categories and sub-categories match your product line. How will your customers find their way around the online store? Spend some time thinking about the topic before you create your categories.

1.1. Sketching a category tree

You might find it helpful to draw a category tree and visualise your product groups. Table 1 shows two simplified examples of category structures.

Table 1. Examples of category structures
Example structure 1 Example structure 2
  • Women

    • Shoes

    • Accessories

    • Clothing

  • Men

    • Shoes

    • Accessories

    • Clothing

  • Kids

    • Shoes

    • Accessories

    • Clothing

  • Shoes

    • Women

    • Men

    • Kids

  • Accessories

    • Women

    • Men

    • Kids

  • Clothing

    • Women

    • Men

    • Kids

1.2. Deciding on a category depth

How many categories can be on the first level without overwhelming your customers? At what depth are your categories no longer visited? First decide how many category levels you want to have in your online store.

1.2.1. Depth for Ceres webshops

How many category levels should be displayed in the header of your Ceres online store? While setting up your online store, you’ll save this category depth in plentymarkets.

1.2.2. Depth for older systems

First decide how many category levels should function in general. For example, if you choose 4 levels, then it will not be possible to create categories on the 5th level. Save this setting for each of your clients (stores). This setting applies to the complete category tree, i.e. to all category types.

This setting only affects older systems

In new systems, this setting is obsolete and is no longer displayed. We recommend that you check whether you have this setting in your system. If so, configure the setting.

Defining category levels:

  1. If available, go to Setup » Client » [Select client] » Categories » Settings.

  2. Select the maximum number of levels in the category navigation.

  3. Save () the settings.

2. Creating and editing categories

Have you already thought up a meaningful category structure? Then you’re ready to create the main categories and sub-categories that will group your products.

  • If you only want to create or edit a few categories, then it’s probably easiest to do so manually.

  • If you have a lot of categories, then it will probably be quicker to import the category data.

2.1. Manual procedure

2.1.1. Creating new categories

  1. Go to Item » Category.

  2. Click on New category in the bottom left corner.
    → The Create new category window opens.

  3. Enter a name for the category.

  4. Click on Create.
    → The new category is created and displayed in the category tree.

Alternative workflow: Creating a subcategory

In the settings window, click on Subcategory and select the category under which you want your new category to appear. Click on a category’s folder icon () on the far left. This displays the subcategories within.

Alternative workflow: Creating categories and items at the same time

It’s technically possible to create items and categories at the same time. In other words, you can create a new category while manually creating an item. This method can save you a lot of time but it might also cause you to lose track of your category structure.

Alternative workflow: Ceres webshop and ShopBuilder

New plentymarkets systems come equipped with a Ceres webshop and a ShopBuilder tool. You can use these tools to design an attractive store without having to learn HTML and CSS first. ShopBuilder helps you create the pages of your website and also the categories. So if you want to use ShopBuilder to create your webshop, then you might also want to use ShopBuilder to create your categories too.

2.1.2. Editing existing categories

Click on an existing category in the menu Item » Category. The category will open and you can continue editing it. The editing window consists of the following areas:

Toolbar
Icon Explanation

Path

At the very top of the screen, you’ll see the path of the currently open category. Click on one of the parent categories to open it too.

Saves your changes to the category. The symbol is greyed out if you haven’t made any changes to the category yet.
You can recognise unsaved changes because the category tab is flagged with a red triangle.

ID

The category ID is automatically assigned and cannot be changed. It uniquely identifies your categories. Do you manage the same category in several different languages or in several online stores? All of the client and language-versions of the category share the same ID.

Shows you what the category looks like in your online store.

Simultaneously shows you what the category looks like in your online store and allows you to edit the category further.

Opens an overview of the template variables and template functions. If you use the old Callisto store, then you can insert template variables and template functions into your category description.
Example functions:

  • {% Link(CategoryID) %} = Links to a different category page

  • {% Link_ShippingCosts() %} = Links to shipping cost information

Opens the category in two different languages. Which two languages do you want to see? Select them from the drop-down list at the top of the screen. You can also choose a language that doesn’t have any content yet. You do not necessarily have to open the default language.

Do you manage the same category in several different languages or in several online stores? This symbol transfers the category’s settings to a different client or language version.

  1. Choose the options () that should be transferred.

  2. Choose the client and language versions () that should be given these options.

Template function

If you use the old Callisto store, then you can insert template variables and template functions into your category descriptions. If you want to insert this category somewhere else, then you can find the necessary template function displayed in the toolbar. This function always includes the category ID so that it can be uniquely identified.

Timestamp

Displays the time when changes were last made and the person who made these changes.

Deletes the category. You will be asked if you want to delete the entire category or only the selected combination of language and client.

Settings

First, save some basic information about your category, e.g.:

Why don’t I see some of the settings?

The settings will differ slightly depending on what you want to use the category for. Most of the settings apply to all of the category types. However, some settings are irrelevant to specific types of categories. Irrelevant settings are not displayed.

Table 2. Category settings
Setting Explanation

Type

What do you want to use the category for? In plentymarkets, categories can be used to group products together or to create content pages for your store.

  • Item () = Product groups that help you structure your merchandise clearly. New categories are given the type Item by default.
    If you’ve already linked a category to items and you switch the type from Item to Content, then the item links will not automatically be deleted. However, the category will no longer be displayed in the item data record.

  • Content () = Content pages for the online store, e.g. information pages such as terms and conditions, payment information and shipping information.

  • Container () = This type of category is only relevant for older Callisto stores. Similar to free text field, the content of a category of the type Container can be displayed on a different page, e.g. on a different category. In addition, the order steps of the individual order process are categories of this type.

  • Blog () = Do you write a blog for your online store? You can use blog categories to sort your entries into specific topics like “News” or “About us”.

Name

Enter a name for the category.
Note: You can re-use category names as long as they are used in different categories or on different levels. Within one category, however, the names may only be used once per level.
SEO tip: Enter different meta titles and meta descriptions for categories of the same name.

Tags

Select tags to assign topics to the category.

URL name

If necessary, change the name to be used for the URL. When a category is created, the category name is prefilled as the URL name automatically. You can re-use URL names as long as they are used in different categories or on different levels. Within one category, however, the URL names may only be used once per level.
SEO tip: Because no client (store) is selected when the category is created, the automatically created URL is not indexed by search engines. However, in terms of SEO it is best not to change the URL name after the category has been activated for a client.

Important:

  • URL names cannot consist only of numbers.

  • URL names cannot contain special characters. As such, only enter ASCII code.

  • Do not enter the following characters at the beginning of a URL name:
    a-, b-, c-, f-, fa-, p-, t-
    These prefixes are deleted automatically. For instance, "a-class" is changed to "class" automatically. For example, for a category named "a-class", you should enter the URL name "aclass".

URL

The URL of the category. The URL is generated automatically based on the complete path of the category, i.e. domain plus category levels plus URL name.

Canonical

If necessary, enter the URL of a category with the same content to prevent duplicate content.

Short description

Enter a short description of the category. Template variables are used to insert the short description into the store’s design.

Position

Enter a number to specify which category is displayed first, second, third, etc on this level.

Outdated “Callisto” webshop: Go to Setup » Client » [Select client] » Item layouts » Settings to specify the sorting order. Pages are sorted in ascending position order by default.

Tip: Enter position numbers in increments of ten. This will allow you to add new categories in between later without having to re-do all of the position numbers.

Client (store)

Which online stores should the category be visible in? Choose one, several or all of the clients in the list ().

Have you also saved sub-categories underneath this category? Then the following also applies:

  • Activate the option Apply visibility to subcategory () if you want to make the sub-categories visible for the selected clients too.

  • The option Apply visibility to subcategory only affects the next save. In other words, the check mark disappears when you save your changes. You’ll need to re-check the option if you want to use it again in the future.

  • If a sub-category is visible, then the category above it must be visible too. This means:

    • If you make a sub-category visible, then the categories above it will be made visible too.

    • If you make a category invisible, then the sub-categories below it will be made invisible too.

Meta title

Enter a meta title. The meta title is displayed in the tab title of the browser and in search engine results. If you leave this field blank, the category name is used as the title.
SEO tip: Pay attention to the length of the title. Longer titles are cut off in the tabs. Currently recommended: max. 50 characters

Meta description

Enter a meta description (max. 350 characters). The meta description is analysed by search engines. As such, it is especially important for the homepage.
SEO tip: The meta description should contain the most important content in one sentence.

Meta keywords

Enter keywords that potential customers are likely to enter into search engines and that relate to the content of the category.

Sitemap

Should the category be included in the sitemap?

  • Display = Category is included in the sitemap.

  • Do not display = Category is not included in the sitemap.

Robots

These values tell search engine crawlers how to deal with the page and any links on the page.

  • all = Include the website of the category in the search engine index and follow links on the page.

  • index = Include in the search engine index.

  • nofollow = Do not follow links on the page.

  • noindex = Do not include in the search engine index.

  • nofollow, noindex = Do not follow links and do not include webpage in the search index.

Template page
(only relevant for the old Callisto store)

Select a template. The template that is selected here provides the framework for the category. This option is not available for categories of the type Container.

Template list
(only relevant for the old Callisto store)

Select a template. The template determines what the category overview looks like for the current category. This option is only available for categories of the type Item.

Template product
(only relevant for the old Callisto store)

Select a template. The template determines how individual items will be displayed within this category. This option is only available for categories of the type Item.

Full text search

Should the category be added to the store’s category search index?
Note: The template plugin Ceres and FINDOLOGIC ignore this setting.

  • Yes = Open the menu Setup » Client » [Select client] » Online store » Forwarding and check whether the option Redirect for categories is set to Carry out content search. If it is, then the category data will be searched if a customer tries to open an invalid category URL.
    The category data is also added to the store’s category search index. When customers enter a search term in the online store, the category’s name, description 1, description 2 and meta title are searched for this term.
    Note: Before you can search categories, you will need to make some changes to the code in the Calisto template CategoryViewContentSearchResultsList.

  • No = The category will not be added to the category search index.

In link list

Should the category be displayed in the store’s navigation?

  • Display = Category is displayed in the store’s navigation.

  • Do not display = Category is not displayed in the store’s navigation.

Visible

Should the category only be visible for users who have logged in?

  • Public = Category is visible to all visitors of the online store.

  • After login = Category and all of its sub-categories are only visible to people who have logged in. Visitors that are not logged in will be redirected to the login page.

Elmar category

Select an Elmar category.

Translate template variables and template functions

Should template variables and template functions be translated?

  • Yes = All template variables and template functions are translated.

  • Template variables and template functions for links only = Only template variables and template functions for links are translated.

  • No = No template variables and template functions are translated.

Description 1 and 2

Compose one or two texts per category and decide where these texts should appear in the webshop.

Practical example:

  • You want to use description 1 for a category description. This description should appear at the top of the page.

  • You want to use description 2 for SEO texts, search terms and keywords. These SEO texts should appear at the bottom of the page.

Displaying category descriptions in the webshop:

  1. Go to Item » Category.

  2. Open the category.

  3. Click on the tab Description 1 or Description 2.

  4. Insert the text and format it as needed.

  5. Save () the settings.

  6. Open the assistant plentyShop Ceres and navigate to the step Displayed information » Settings for the category view.

  7. Use the drop-down lists to specify which description should appear above the item list and which description should appear below the item list.

  8. Save () the settings.

Which editor should I use?

Do you see the drop-down list on the far right side of the tab Description 1 and Description 2? Use this drop-down list to specify which editor you want to edit the template with. You can use the Editor, the HTML editor Text field or the Syntax editor. Categories of the type Container can only be edited with the HTML editor Text field and the Syntax editor.

Template

This tab is only relevant for categories of the type “Content”. Insert HTML code here to create an item template.

Documents

Add images and files to your categories. You can upload the data formats JPEG, PNG, GIF, TIFF, PDF, DOC, ODC, OTH, XLS, XML, HTML, HTM, CSS, JavaScript, ZIP, JSON and GZIP.

Practical example:

  • You upload a pool of 10 different images for the category, e.g. regular images and seasonal images.

  • You select one or two of these images. These are the images that should currently be displayed for the category. So if you regularly switch out your category images, then it’s not necessary to delete the images that are not currently in use.

  • You use a ShopBuilder widget to display image 1 or image 2 in your webshop.

Displaying category images in the webshop:

  1. Go to Item » Category.

  2. Open the category.

  3. Click on the Documents tab.

  4. Add documents by clicking on the Upload file button or by dragging and dropping them into the tab.

  5. Move your cursor over an image and select it ().

  6. Click on Image 1.
    → The image is outlined in red and designated with the number 1.

  7. If needed, repeat the procedure to select a second category image. This time, click on Image 2.

  8. Save () the settings.

  9. Go to CMS » ShopBuilder.

  10. Open the category’s editor view.

  11. Insert the ShopBuilder widget Image » Background image.

  12. Open the drop-down list Background image and select the option Category image 1 or Category image 2.

  13. Save () the settings.

Deselecting the category image

You can remove a category image by selecting the image again () and clicking on Image 1 or Image 2.

You will be able to click on the greyed out buttons in the toolbar once you have selected one or more images with a check mark. By selecting images with check marks, you can see a preview, download or delete several images at the same time.

Note

Save helpful information about a category in the Note tab. For example, you can specify which sources your information comes from or let colleagues know that changes should not be made to specific paragraphs. The information saved in this tab is only visible in plentymarkets and is not displayed in the online store.

Saving a note:

  1. Go to Item » Category.

  2. Open the category.

  3. Click on the Note tab.

  4. Enter the note in the editor.

  5. Save () the note.
    → The note is saved and shown in a yellow speech bubble.

Context menu

The so-called context menu helps you manage your categories. Want to move, copy or delete a category? No problem! You can also open the context menu if you want to create new items or sub-categories.

Opening the context menu:

  1. Go to Item » Category.

  2. Point your cursor over a category name.

  3. Click on the small triangle ().
    → The context menu is displayed.

category context menu
  • Edit category = opens the category and lets you edit it further.

  • Move category = moves the category, e.g. from a main category to a sub-category. Do you want to control which category is displayed first, second, third, etc? Simply change the position number.

  • Copy category = creates a copy of the category. Use this function, e.g. to create a similar category somewhere else. Copy the category with all of its settings and then make changes to individual options like the name, description and position.

  • Create new item = opens the menu where you can manually create a new item.

  • Delete category = asks you to confirm your decision to delete the category. The category will be completely deleted. In other words, if you manage the category in several different languages or stores, then all of the different client and language-versions will be deleted. If you only want to delete the category for specific language and client, then click on the delete symbol in the toolbar instead.

  • Create subcategory = creates a new category underneath this category.

2.2. Data import

plentymarkets has an import tool. The idea is simple. Rather than manually saving category information in plentymarkets, you’ll enter the same information into a CSV file and then import this file into your system.

Requirements

These instructions assume that you already:

2.2.1. Practical example: Importing new categories

Initial situation

Imagine you sell clothing in your online store. You’re new to plentymarkets and you want to import all of your category data at once. You want to structure your categories like so:

  • Women

    • Accessoires

    • Shoes

    • Clothing

      • Jeans

      • Tops

  • Men

    • Accessoires

    • Shoes

    • Clothing

      • Jeans

      • Tops

  • Kids

    • Accessoires

    • Shoes

    • Clothing

      • Jeans

      • Tops

Setting up the CSV file

First, transfer this category structure into a CSV file. This is the file that you’ll import into plentymarkets later. In our example, the categories would look like this in the CSV file:

best practice category category structure csv

You are free to choose any names for the column headers. In this example, I’ve put the following category information in the columns:

  • Name = The name of the category.

  • Parentname = If you want this to be a main category, i.e. a top-level category, then leave this field blank. If you want this to be a sub-category, then enter the path of whichever category is directly above it. Use semicolons to separate the individual category levels.

  • Multiname = The complete category path, i.e. the Parentname and the Name. Decide which separator you want to use to separate the individual category levels.

Adding further category info

You probably want to create much more than just a bare-bones category structure. Perhaps you want to add descriptive texts or SEO-relevant meta data.

Add a few more columns to your CSV file and use them to specify the additional category information. For example, like this:

best practice category category info csv

You are free to choose any names for the column headers. You can add any or all of the category information listed here. In this example, I’ve decided to add the following information:

  • Description = A description of each category.

  • Meta title = A text that should be displayed as the tab title in the web browser and in the search engine results.

  • Visible = Whether I want the individual categories to be included in the sitemap.

    1 = Yes, the category should be included in the sitemap.
    0 = No, the category should not be included in the sitemap.

    In this example, I only want the first two category levels to be included in the sitemap. I’ve inserted the numbers 1 and 0 accordingly.

Choosing the import settings

Create a new import. Most of the settings can be chosen freely. However, since you want to import category data, make sure you’ve set the Type to Categories.

Choosing the matching settings

During the import, plentymarkets will check whether the category already exists. This is done with the help of a so-called matching field.

Since we want to import new categories in this example, configure the settings as follows.

Setting Explanation

Combined category name

Which column of your CSV file contains the complete category path? Choose this column header from the first drop-down list. In our example, I’ll choose the column Multiname.
Select the separator from the second drop-down list. In our example, I’ll choose the semicolon.

Import options

Since you’ll be importing new categories, choose the option Only import new data or Import new, update existing data.

Choosing the mapping settings

Your CSV file is already filled with a bunch of category information. Now you’ll decide where in plentymarkets each piece of information should appear when you import the file. Take a look at this page while you map the columns of your CSV file to the fields in plentymarkets. In this example, I’ve configured the settings as follows.

best practice category mapping settings

I created the bare-bones category structure by:

  • mapping the Name column of my CSV file with the Category settings / Name data field in plentymarkets.

  • mapping the Parentname column of my CSV file with the Category / Parent category name data field in plentymarkets.

  • using the Own value option and entering 1 for the data field Category / Create parent category if not found. In other words, by deciding to create the superior category if it doesn’t already exist.

I added extra category information by:

  • mapping the Description column of my CSV file with the Category settings / Description 1 data field in plentymarkets.

  • mapping the Meta title column of my CSV file with the Category settings / Meta title data field in plentymarkets.

  • mapping the Visible column of my CSV file with the Category / Visible data field in plentymarkets.

Did it work?

Ready to import your categories? Start the import and check whether the data was correctly imported into plentymarkets.

Starting the import and checking the result:

  1. Activate the lines that should be imported ().

  2. Test the import () or start the import ().
    Note: This can take a few minutes.

  3. Go to Item » Category.

  4. Check whether the categories were correctly structured.
    Note: Click on a category’s folder icon () on the far left. This displays the subcategories within.

  5. Open a few categories and check their settings.

Do a trial run

We recommend testing the import () before you start it for the first time. This imports the first 10 rows of the file and bypasses the cache. It gives you time to check whether the import works correctly. If the import does not perform as expected, you can correct it before importing the entire file.

Resetting the cache

Directly within the import, you’ll find the button Reset cache (). This button allows you to reset the import cache in order to reimport a file that does not contain any changes.

2.2.2. Directory of matching and mapping fields

Matching fields

The table explains the fields that are available for matching category data. During the import, plentymarkets checks if the imported data record already exists based on the matching field.

Setting Explanation

Category ID

Which column of your CSV file lists the category IDs? Choose this column here. This option is useful if you want to update existing categories.

Background info: Every new category automatically receives an ID, which can not be changed. The ID is used to uniquely identify the category. Since the ID is unique, it’s a good way to check whether the imported data record already exists in plentymarkets.

Combined category name

Which column of your CSV file contains the complete category path? Choose this column from the first drop-down list and choose the separator from the second drop-down list. This option is useful if you want to create new categories.

Category name level 1 - 6

Which column of your CSV file contains the category name for this level? Choose this column here.

Mapping fields

Category

Parent category ID

Enter the higher-level category ID in your CSV file. This tells plentymarkets how the categories relate to each other. For example, whether a row of the CSV file should be interpreted as a subcategory and if so, which category is above it.

Default value: No default value

Permitted import values: Numeric (internal category ID)


Parent category name

Enter the higher-level category name in your CSV file. This tells plentymarkets how the categories relate to each other. For example, whether a row of the CSV file should be interpreted as a subcategory and if so, which category is above it.

Default value: No default value

Permitted import values: Alpha-numeric


Type

What do you want to use the category for? In plentymarkets, categories can be used to group products together or to create content pages for your store.

Default value: item

Permitted import values in CSV file Options in the drop-down list in the back end

item

Item

container

Container

content

Content

blog

Blog

You can find the result of the import in the back end menu: Item » Category » Tab: Settings » Drop-down list: Type


Decide whether the category should be displayed in the online store’s navigation.

Default value: 0

You can find the result of the import in the back end menu: Item » Category » Tab: Settings » Drop-down list: In link list


right

Decide whether the category should only be visible for users who have logged in.

Default value: all

Permitted import values in CSV file Options in the drop-down list in the back end

all

Public

customer

After login

You can find the result of the import in the back end menu: Item » Category » Tab: Settings » Drop-down list: Visible


Visible

Decide whether the category should be included in the sitemap.

Default value: 0

Permitted import values in CSV file Options in the drop-down list in the back end

0

Do not display

1

Display

You can find the result of the import in the back end menu: Item » Category » Tab: Settings » Drop-down list: Sitemap


Delete category

Do you want to delete the category?

Default value: 0

Permitted import values in CSV file Result in the back end

0

Category will not be deleted

1

Category will be deleted


Create parent category if not found

Do you want to create the category directly above it, if this category doesn’t already exist?

Default value: 0

Permitted import values in CSV file Result in the back end

0

Parent category will not be created

1

Parent category will be created


Category settings

Name

Required field

Enter the category name into the CSV file.

Default value: No default value

Permitted import values: Alpha-numeric

Also use the drop-down lists to select the language and the webstore.

You can find the result of the import in the back end menu: Item » Category » Tab: Settings » Entry field: Name


Description 1

Enter the category description into the CSV file.

Default value: No default value

Permitted import values: Alpha-numeric

Also use the drop-down lists to select the language and the webstore.

You can find the result of the import in the back end menu: Item » Category » Tab: Description 1


Description 2

Enter the category description into the CSV file.

Default value: No default value

Permitted import values: Alpha-numeric

Also use the drop-down lists to select the language and the webstore.

You can find the result of the import in the back end menu: Item » Category » Tab: Description 2


Short description

Enter the short description into the CSV file.

Default value: No default value

Permitted import values: Alpha-numeric

Also use the drop-down lists to select the language and the webstore.

You can find the result of the import in the back end menu: Item » Category » Tab: Settings » Entry field: Short description


Meta keywords

Enter keywords into the CSV file.

Default value: No default value

Permitted import values: Alpha-numeric

Also use the drop-down lists to select the language and the webstore.

You can find the result of the import in the back end menu: Item » Category » Tab: Settings » Entry field: Meta keywords


Meta description

Enter a meta description into the CSV file.

Default value: No default value

Permitted import values: Alpha-numeric

Also use the drop-down lists to select the language and the webstore.

You can find the result of the import in the back end menu: Item » Category » Tab: Settings » Entry field: Meta description


Meta title

Enter a meta title into the CSV file.

Default value: No default value

Permitted import values: Alpha-numeric

Also use the drop-down lists to select the language and the webstore.

You can find the result of the import in the back end menu: Item » Category » Tab: Settings » Entry field: Meta title


URL name

Enter a URL name into the CSV file. This name is used to form the category URL.

Default value: URL name = Category name

Permitted import values: Alpha-numeric

Also use the drop-down lists to select the language and the webstore.

You can find the result of the import in the back end menu: Item » Category » Tab: Settings » Entry field: URL name

Example: The URL name new-category will transform into the URL www.your-domain.com/new-category


Position

Enter a position number in the CSV file.

Default value: 0

Permitted import values: Numeric

Also use the drop-down lists to select the language and the webstore.

You can find the result of the import in the back end menu: Item » Category » Tab: Settings » Entry field: Position


Template list

Only relevant for the old Callisto store

Enter the name of the template into the CSV file.

Default value: ItemViewCategoriesList

Permitted import values: Alpha-numeric

Also use the drop-down lists to select the language and the webstore.

You can find the result of the import in the back end menu: Item » Category » Tab: Settings » Drop-down list: Template list


Template product

Only relevant for the old Callisto store

Enter the name of the template into the CSV file.

Default value: ItemViewSingleItem

Permitted import values: Alpha-numeric

Also use the drop-down lists to select the language and the webstore.

You can find the result of the import in the back end menu: Item » Category » Tab: Settings » Drop-down list: Template product


Template page

Only relevant for the old Callisto store

Enter the name of the template into the CSV file.

Default value: PageDesignContent

Permitted import values: Alpha-numeric

Also use the drop-down lists to select the language and the webstore.

You can find the result of the import in the back end menu: Item » Category » Tab: Settings » Drop-down list: Template page


Decide whether the category should be added to the store’s category search index.

Also use the drop-down lists to select the language and the webstore.

Default value: 0

Permitted import values in CSV file Options in the drop-down list in the back end

0

No

1

Yes

You can find the result of the import in the back end menu: Item » Category » Tab: Settings » Drop-down list: Full text search


Robots

Decide how search engine crawlers should deal with the page and any links on the page.

Also use the drop-down lists to select the language and the webstore.

Default value: all

Permitted import values in CSV file Options in the drop-down list in the back end

all

all

index

index

nofollow

nofollow

noindex

noindex

nofollow_noindex

nofollow, noindex

You can find the result of the import in the back end menu: Item » Category » Tab: Settings » Drop-down list: Robots


Translate placeholder

Decide whether template variables and template functions should be translated.

Also use the drop-down lists to select the language and the webstore.

Default value: Y

Permitted import values in CSV file Options in the drop-down list in the back end

Y

Yes

N

No

L

Template variables and template functions for links only


Canonical

Is there another category with the same content? If so, then enter the URL for this category into your CSV file. The URL is limited to a maximum of 256 characters. This prevents so-called “duplicate content”.

Default value: No default value

Permitted import values: Alpha-numeric

Also use the drop-down lists to select the language and the webstore.

You can find the result of the import in the back end menu: Item » Category » Tab: Settings » Entry field: Canonical


Elmar

Elmar-category

Enter the name of the Elmar category into your CSV file.

Default value: No default value

Permitted import values: Alpha-numeric

Also use the drop-down list to select the webstore.

You can find the result of the import in the back end menu: Item » Category » Tab: Settings » Drop-down list: Elmar category


Delete existing

Do you want to delete the Elmar category link?

Default value: 0

Also use the drop-down list to select the webstore.

Client (store)

Active

Should the category be activated for a particular store?

Also use the drop-down list to select the webstore.

Default value: 0

Permitted import values in CSV file Result in the back end

0

Not activated for the specified client.

1

Activated for the specified client.

You can find the result of the import in the back end menu: Item » Category » Tab: Settings » Check box: Client (store)

3. Searching for categories in the back end

You can find previously created categories in the menu Item » Category. They are displayed in the navigation tree on the left.

Are you looking for a specific category? Enter the name of the category into the search field in the upper left corner. Search results appear while you enter the name.

Are you responsible for multiple online stores? Or is your online store available in multiple languages? Do you perhaps use categories to create the individual content pages of your store? Then filter your categories with the three drop-down lists at the top of the screen. This way you can limit which categories you’ll see in the navigation tree on the left.

Category names in cursive font

The font style indicates which categories are available for the selected combination of store, language and use case. If the category name is displayed in cursive font, then the category is not available for the selected filter combination.

Category names in red, yellow and grey

Do you see category names displayed in various colours? Don’t worry! The colour simply indicates what the category is used for.

4. Sorting items into categories

Every item must belong to a category. It’s not technically possible to create an item without a category. As such, items are sorted into categories while they are created. It doesn’t matter if you:

Do several categories apply?

Sometimes it makes sense to list an item in several different store categories. You can manually link categories in the item data record or you can enter category IDs comma-separated in the import files.

5. Displaying categories in the online store

Categories are displayed in the online store if they fulfil specific criteria. What should you do if a category isn’t visible? This checklist helps you find any possible errors that are preventing your categories from being displayed.

5.1. Is the right client linked to the category?

With plentymarkets, you can manage several online stores, i.e. several clients, with only one software. Consequently, it is possible to manage several different areas of business with one plentymarkets system. That’s a great advantage. But it also means that you’ll always need to tell plentymarkets which online store a category should appear in.

Linking a client to the category:

  1. Go to Item » Category.

  2. Click on the category in the directory tree on the left.
    → The category opens and the Settings tab is visible.

  3. Scroll down to the Client (store) option and choose whichever store () the category should appear in.

  4. Save () the settings.

Checklist Categories Client

5.2. Have you chosen the correct settings for the link list?

You can decide which categories should appear in your store’s navigation. If a category is hidden, then logically, you won’t be able to see it in the store.

Making a category visible in the link list:

  1. Go to Item » Category.

  2. Click on the category in the directory tree on the left.
    → The category opens and the Settings tab is visible.

  3. Scroll down to the In link list option and choose Display from the drop-down list.

  4. Save () the settings.

Checklist Categories Linklist

5.3. Is a variation linked to the category?

A category will only be visible if it’s linked to at least one variation that’s visible in the online store.

Linking a variation to a category:

  1. Go to Item » Edit item.

  2. Search for and open the variation.

  3. Click on the Categories tab.

  4. Click on Link category.
    → The Link category window opens.

  5. Select a category or subcategory.

  6. Click on Link category.
    → The category is linked and displayed in the Linked categories area.

  7. Save () the settings.

Checklist Categories Linked

5.4. Is the category activated in the system settings?

By default, categories are already activated once they’ve been created. But if a category was deactivated for one reason or another, then it won’t be visible in the online store.

This setting only affects older systems

In new systems, this setting is obsolete and is no longer displayed. We recommend that you check whether you have this setting in your system. If so, activate the setting.

Activating a category:

  1. If available, go to Setup » Client » [Select client] » Categories » Activate.

  2. Choose all of the categories () that should be activated.

  3. Save () the settings.

Checklist Categories Activated

5.5. Have you correctly defined the number of category levels?

First decide how many category levels should function in general. For example, if you choose 4 levels, then it will not be possible to create categories on the 5th level. Save this setting for each of your clients (stores). This setting applies to the complete category tree, i.e. to all category types.

This setting only affects older systems

In new systems, this setting is obsolete and is no longer displayed. We recommend that you check whether you have this setting in your system. If so, configure the setting.

Defining category levels:

  1. Go to Setup » Client » [Select client] » Categories » Settings.

  2. Select the maximum number of levels in the category navigation.

  3. Save () the settings.

Checklist Categories Level

5.6. Could it be a cache problem?

Even if the category is configured correctly, it can still take an hour before the category becomes visible in the online store. This is due to the cache.

5.7. Notes for older Callisto webshops

Only for older Callisto webshops

Displaying content categories

There are several different ways to insert categories of the type Content into the Callisto online store. The following examples illustrate two different possibilities.

Inserting an individual category

You first learn how to insert an individual category.

Inserting individual categories into the design:

  1. Go to CMS » Web design » Layout.

  2. Select which template you want to insert the category into.

  3. Click on the PageDesignContentMainFrame tab.

  4. Insert the template function {Link(ID) %} at the desired position of the layout.

  5. Replace ID with the ID of the category.

  6. Save the settings.

Showing a category in a different category

Template functions can be used to display the content of a category in another category. Simply insert the template function {% CategoryContentBody(ID) %} at the desired position in the category and replace ID with the ID of the category that is to be displayed. For instance, you can insert the terms and conditions into another category.

Inserting all categories of the type Content

Inserting all categories of the type content into the design:

  1. Go to CMS » Web design » Layout.

  2. Select the template into which you want to insert the categories.

  3. Click on the PageDesignContentMainFrame tab.

  4. Insert the template function {Container_NavigationCategories() %} at the desired position of the layout.

  5. Insert the template function of the navigation that you have selected for categories of the type Content.

  6. Save the settings.

Specify the category type for the navigation

Go to CMS » Web design » Layout » Navigation to access the various designs for the category navigation. Open the design that you use for categories of the type content and click on the Settings tab. Make sure that the type Content was also selected here.
If you use a plentymarkets default design, NavigationCategories4 is intended for categories of the type Content. You can change these settings at any time.

Displaying container categories

Categories of the type Container are inserted into the Callisto online store using template functions.

Displaying a category

Template functions can be used to display the content of a category of the type Container, e.g. in another category. Simply insert the template function {CategoryContentBody(ID) %} at the desired position in the category and replace ID with the ID of the category of the type Container that is to be displayed.

Linking a category

Categories of the type Container are linked to order steps of the individual order process. This is done in the Order process tab within the Design settings.

6. Other uses

Learn other uses for categories! Do you want to save your categories in several different languages? Do you want to give customers a discount on specific item categories? This can be done with categories.

6.1. Creating multilingual category pages

If you want to make your online store available in several different languages, you also need to create categories in these languages. This chapter explains how to create multilingual categories of the type Content, the type Item and the type Container. We assume that these categories already exist in your store’s default language and that you’ve already met a few requirements.

There are two ways to create multilingual categories. You can choose between a multilingual or a monolingual editor. Use the monolingual editor to edit one language version after another. Use the multilingual editor to edit two languages at a time. Both procedures are described below.

6.1.1. Creating multilingual categories in the monolingual editor

Proceed as described below to create a language version of an existing category.

Visibility of categories in the “Item » Category” menu

In order for a category to be displayed within the directory tree in the Item » Category menu, you must have already created this category in the system’s default language. In other words, you must have at least entered a page name in the default language.

Creating language versions of a category (monolingual):

  1. Go to Item » Category.

  2. Open whichever category you want to create a language version for.

  3. Select the desired language from the Language drop-down list, e.g. German.

  4. Enter a name for the category.

  5. Select the desired settings under Template page, Template list, Template product and Full text search. Pay attention to the settings that were saved for the category in the default language.

  6. Save the settings.
    → The entry is saved.
    → The page’s path is created and shown in the URL field.

  7. Insert content in the selected language.

  8. Save the settings.

6.1.2. Creating a multilingual category in the multilingual view

Proceed as described below to create a language version of a category in the multilingual editor.

Creating language versions of a category (multilingual):

  1. Go to Item » Category.

  2. Click on the desired category in the directory tree.
    → The category opens.

  3. Click on the Multilingualism icon.
    → The multilingual view of the category opens in a new tab.
    Tip: The default language of the online store is shown on the left side by default.

  4. Select the desired language on the right.

  5. Enter the Name, URL name and Meta title.

  6. Enter the foreign-language text and content into the Description 1 text field.

  7. Save the settings.
    → The category is saved in the selected language.

Tip: Opening two completely new languages in the bilingual editor

You also can open new languages in the bilingual editor, i.e. languages for which no content has been saved yet. You do not necessarily have to open the default language.

6.2. Saving category discounts

Go to Setup » Client » [Select client] » Categories » Discounts to save volume discounts for individual item categories. You can save up to three volume discounts per category. The discounts are automatically granted when customers order at least the specified number of products in this category. The specified discounts are calculated for a variation’s default category only.

Saving category discounts:

  1. Go to Setup » Client » [Select client] » Categories » Discounts.

  2. Carry out the settings. Note Table 3.

  3. Save the settings.
    → The discount is applied automatically when a customer orders the required number of variations in the online store.
    Note: These discounts are only applied for the default category of a variation.

Table 3. Saving category discounts
Setting Explanation

Discount 1 (%);
Discount 2 (%);
Discount 3 (%)

Enter the discount in percent that is to be applied when the required number of variations is reached.

Minimum quantity

Enter the number of variations customers need to order from this category for the discount to take effect.

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