Adding and Editing Categories
  • 27 Oct 2022
  • 3 Minutes to read

Adding and Editing Categories


Arranging products by category allows for easier searching and helps you create more effective layouts.

To create a product Category, click on the Categories tab under Products in your Helcim account.
To add a new Category, click on the Add Category button in the top right-hand corner of your screen.Category Overview

Category Information

To create a new Category, enter the Category Name and select the applicable Availability options. The Availability options can be modified at any time as you manage your different sales channels.

Category Description

To help your customers find products and make buying decisions, include an optional Category Description in the section below.

SEO Information

The SEO Information for Product Categories is optional, you can use the text boxes to enter the SEO URL, SEO Description, and SEO Tags.

Saving New Categories

To save the newly created or modified Category, click on the Save button in the top right of the window.

About Sub Categories

Sub Categories are categories with Parent Categories. When creating a sub category, select the Parent Category it will display within or use the Add Sub Category button in the Category listing.


Category Image

After creating the Category, you can add an image or logo by clicking on the Category, then select an image.

Next, select Images from the menu.Select the Category Image or Logo file you wish to upload (.JPG, .PNG, .GIF), by dragging the file or selecting Click to Upload and follow upload prompts.When the file has been selected and uploaded, it will display beneath the Upload window.

When complete, the uploaded image will be displayed with the Category.

To return to the previous page, click on the X in the top right of the window.

Attributes

To add an attribute to a Product Category, click on Attributes under the menu options.

Use the text box to enter a new attribute, then click on Add to apply it. Underneath the text box you will see the existing Category Attributes. If you want to remove any of the Category Attributes, click on the - sign in the red circle to delete it.


Add-Ons

If you have already created categories for your Helcim account, you can create Product Add-Ons by clicking on Products and Categories then select the Category that you would like to create Product Add-Ons for.
Once you have selected the Category you want to edit you will see the additional Category menu options on the left-hand side of your screen. Select Add-Ons from this menu.
You can now enter details for your Product Add-Ons. Click on More Add-Ons to continue adding more options.

Name: Use the text box to enter the name of the Add On.
Default Price: If there is an additional charge for the Add On, enter it here.


Once you have entered all of the different Add On options you want, click on Save to apply your changes. You will now be able to edit these options for each product assigned to this category.

If you want to delete a Product Add-On, click on Products and Categories, then select the category you want to edit. Next, select Add-Ons from the Category menu on the right-hand side of your screen.

To delete an Add-On, hover your cursor on the right-hand side of the Default Price text box until a little X appears. Then, click on the X.The Add-On will now be deleted. Click on Save to apply your changes.


Products Under Categories

To assign a product to a category, click on Products under Category from the Category menu on the left-hand side of your screen.

Use the text box to search for existing products and add them to the Category. Clicking on the Trash Can icon to the right of the products will remove them from the Category.


Advanced Category Options

Select the Category to access Advanced Category Options.

Click on the Advanced Category menu option.You can edit the background color options and apply the Background color change to your Sub categories.

Reordering Categories

You can sort your Product Categories according to your preferences to make it easier for customers to review your items while visiting your Online Store. You can only reorder categories, not subcategories.

To being, click on Products and Categories after you have logged into your Helcim account.

You will now see a list of all your existing categories. The order they are listed on this page is the order that they will appear in your Online Store or in your Quick Order Menu if you are using these features. To rearrange the order the categories will appear in, click on the Reorder Categories button in the top right-hand corner of the page.Next, drag and drop the categories into the order you want.Once you are done, click on Save Categories.

Deleting a Category

Click the Trash Can icon next to the Category you wish to delete from the Category listings.


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