Organising your products into categories enhances the shopping experience for both sales reps and customers. Categories help create structure, improve product discoverability, and influence purchasing decisions by grouping similar items together—for example, 🍇 Fruits and 🥦 Vegetables, or 🛋️ Floor Lamps and 🕯️ Table Lamps.
Categories are more than just organizational—they’re a powerful marketing tool that highlights key product lines and boosts brand visibility.
🔹 Note: Any changes made in WebManager will also apply to RepZio, B2B Direct, and ShopZio.
⚙️ Managing Categories within WebManager
The Manage Categories section offers several useful admin functions:
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➕ Add or rename categories
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🔃 Sort or organize products within a category
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🔁 Move products between categories or assign them to multiple categories
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❌ Remove products from categories
🔍 Understanding Parent and Sub-Categories
An arrow next to a category indicates it contains subcategories.
Example: Under Eyewear, you might find:
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🕶️ Sunglasses
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👓 Optical
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🎒 Accessories
To view products within a category or subcategory, use the dropdown menu. Matching products will appear below.
💡 Tip: Double-clicking a product removes it from the current category. This does not deactivate or delete the product from your account.
📥 Saving and Moving Products Between Categories
To move products between categories:
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Select the target category from the left dropdown.
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Choose the current category from the right dropdown labeled "Choose Products."
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Drag and drop the product into the new category on the left.
🔹 Note: When a product is added to a category (e.g., Sunglasses), the item count in that category will increase.
Always click Save Changes to apply updates.
📊 Categories Template Overview
The Categories Template is used to load product categories and create a sort order.
🗂️ Categories Template Fields
| Field | Description |
| ItemID | The item code or SKU of the product you want to assign to a category. |
| Categories | The name of the category (or subcategory) where the product should appear. |
| Sort Order | Controls the order in which products appear within the category. |
| Is Deleted | Set to “FALSE” to keep the product in the category, or “TRUE” to remove it. |
🔹 Note: The Import_Product Categories template is not required to create categories. Categories can also be created within the Import Products Template. However, this template is required if you want to assign a specific sort order.
📋 Required Template
Template Required: Import Product Categories
Ensure your file format is .xls, .xlsx, or .txt (Tab Delimited).
🏷️ Naming Categories
How you name your categories depends on whether you’re using subcategories:
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No Subcategories:
→ Example:Clothes -
With Subcategories (use slashes):
→ Example:/Clothes/Shorts -
Assigning to Multiple Categories (use pipes):
→ Example:Clothes|Fashionor/Clothes/Shorts|/Fashion/Pants
❌ Removing a Product from a Category
To remove a product from a category it’s currently assigned to:
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Go to Manage Data > Export Data > Export Category Products (with Sub-Categories) in WebManager.
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Open the downloaded file.
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In the IsDeleted column, enter TRUE for the item(s) you want to remove from their category.
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Save the file and re-upload it into WebManager, selecting Categories as the data type.
⚠️ Important:
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Empty categories will disappear after you Push Data Live.
→ Add at least one product (even a temporary placeholder) to keep the category visible. -
Removing a product from a category:
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Double-click the product in the Manage Categories view.
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This does not delete the product—it will remain active and visible in any other categories.
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If it exists in no other categories, it will move to the Uncategorized section in WebManager.
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🌐 About WebCategories
The Categories Template is also used to upload WebCategories, which allow you to display different categories on your B2B website than in the sales app.
📝 To load WebCategories:
Upload the same formatted spreadsheet, but in the "Choose type of data you want to import" dropdown, select Web Categories.
↓ Arrange Categories
Use the Arrange Categories tool to control the display order and hierarchy of categories.
To Access:
Go to Products → Arrange Categories
In this section, you can:
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🔼 Reorder categories and subcategories via drag-and-drop
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🖼️ Upload category images
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➕ Expand subcategories by clicking the "+" icon
Click Save Category Order once complete, then Push Data Live to update the iPad app.
🖼️ Upload Category Images
To upload or update a category image:
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Click the Upload Image icon.
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A pop-up will appear—select your image file.
📸 Recommended image size: Minimum 1500x1500 pixels for optimal display quality.
❓ FREQUENTLY ASKED QUESTIONS (FAQS)
Q. Can I manage categories using a spreadsheet template?
A. Yes! Use the Import Products Template. In the Category column, assign each product to a category.
Q. What happens if I forget to assign a category?
A. Products without a category will appear in Uncategorised and won’t display in RepZio, B2B Direct, or ShopZio until properly categorised.
Q. Can a product be in more than one category?
A. Yes, assigning products to multiple categories boosts visibility and discoverability.
Q. How do I create a new category?
A. Use the Manage Categories section to add one. Don’t forget to assign at least one product so the category stays visible after pushing data live.
Q. Why did my category disappear?
A. Categories with no products assigned will be hidden after data is pushed live. Add at least one product—temporary or permanent—to keep it active.
Q. Can I rename a category?
A. Yes. Select the category in Manage Categories and choose the rename option. Be sure to save your changes.
Q. Will removing a product from a category delete it?
A. No. It only removes the product from that category. The item stays active and visible in any other categories it belongs to.
Q. Can I undo a saved change?
A. There is no "undo" button. However, you can manually reassign the product to its original category.
Q. Can I restrict what categories sales reps are able to see?
A. No, category visibility cannot be restricted. Once a category is created, it will be visible to all sales reps.
Q. Why does my item show in an old category as well as the new category?
A. If an item appears in both an old (or incorrect) category and the new one, it’s likely because the product or category file you uploaded included only the new category.
To fully move an item from one category to another, follow these steps:
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Upload a product or category file that lists the item with the old category and "True" in the IsDeleted column.
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Then, upload the item again with the new category and "False" in the IsDeleted column.
This two-step process removes the item from the old category and adds it to the new one.
🔹 Note:
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If you're using a product template, you must upload two separate files—one with the old category (IsDeleted = True) and one with the new category (IsDeleted = False)—since product files do not allow duplicate ItemIDs.
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To streamline the process, you can use the ANDMORE_import_productcategories template, which allows you to list the same ItemID twice in the same file:
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Once with the old category and IsDeleted = True
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Once with the new category and IsDeleted = False
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