When your sales reps or customers need to place an order, you can streamline their shopping experience by grouping products into categories. A category is a class or division of merchandise that share similar characteristics, such as fruits 🍇 or vegetables 🥦, floor lamps 🛋️ or table lamps 🕯️, etc. Grouping like items together accord customers with a "sense of direction" when shopping. As a marketing tool, you can also use categories to help drive customers to purchase key items for your brand.
In this article, we'll help you learn how to use the Manage Categories functions within WebManager. Please note, changes made to categories within WebManager will push out to RepZio and ShopZio only. To manage your JuniperMarket categories, head over to the JuniperMarket Admin.
Manage Categories has many optional admin functions. Here, you'll be able to rename a category, add a category, sort products, or edit the product's categorization. You can also remove items from a category or simply move products into multiple categories.
*The arrow circled above indicates a sub-category exists within the parent category. For the purposes of this training, please note that there are three sub-categories within the "eyewear" category which include: sunglasses, optical, and accessories.
Select a Category (or sub-category) from the drop-down option to find the products within the category selected.
Continuing with our eyewear example, when selected all products for this category will appear. Double clicking a product removes the product from the category only but it does not deactivate the item completely.
Once you have made your changes to the category, click on the green "Save Changes" button to confirm your revisions. Click on the gray "Manage" icon to go back without saving your changes.
Manage Categories also allows the Webmanager to select products from one category and drop into another category. Select the category that products are being moved into in the left drop-down menu. Now select the category the product is currently categorized in from the right side "Choose Products" drop-down menu. Once you find the product you wish to move, simply drag and drop the product into the left-hand category, and that's it!
Important: this process does not remove the product from its old category--it only adds the product in the new category. You will have to remove the product from its old category. To do so, open the category you want to remove it from and double click on that product's image and it will disappear. Now SAVE and it has been removed from the old category.
Let's move on to the next item: Arrange Categories