Operations PIM - Configure Custom Category Order by Import

1. Default category order is alphabetical

   Currently on your commerce site, the "Shop by Category" dropdown menu and left hand navigation menu shown on the home page are sorted in alphabetical order by default. You have the capability to sort the categories in the order you would like to display them. This is particularly helpful if you are looking to display your most popular product categories at the top of the dropdown when clicked on, or if you want to display your categories in a particular order on the home page.

   

2. Navigate to "PIM"

   If you would like to update your category order, navigate to "PIM" section in the Operations Portal.

   

3. Click "Filter Categories"

   Then, click "Filter Categories". In order to access and update “Filter Categories” you will need to be set up either as an “administrator” or a “superuser”, or have the roles of: “facetGroupView” and “facetGroupEdit”.

   

4. Update "productCategoryNames" with order setting

   To update the category order, you will need to update the filter category "productCategoryNames" with the desired category order setting.

   

5. "Order Values By"

   Look for the "Order Values By" column. In this example, you can see it is set for "nameAsNumber" which orders the categories alphabetically.

   

6. Select "categoryOrder"

   Double click into the field to update the category order. You can see that there are three different options: "count", "nameAsNumber", or "categoryOrder". Since we would like to order categories in a specific order, we want to choose "categoryOrder".

   

7. Click "Categories"

   Once you have updated the setting on the filter category, you are ready to update your categories. To do this, navigate to the "Categories" screen. In order to access and update “Categories” you will need to be set up either as an administrator or a superuser, or have the roles of: “categoryView” and “categoryEdit”.

   

8. Click "Data"

   Click the "Data" tab.

   

9. Click "Order menu"

   Find and access the category ordering menu.

   

10. Click here

    Click on the designated area for customization.

    

11. Click "view_column"

    Select the columns to display in the ordering view.

    

12. Click here

    Click on the designated area for customization.

    

13. Click here

    Click on the designated area for customization.

    

14. Click here

    Click on the designated area for customization.

    

15. Click here

    Click on the designated area for customization.

    

16. Click here

    Click on the designated area for customization.

    

17. Click "File"

    Access the file menu for further actions.

    

18. Click "Export"

    Initiate the export process for the category order.

    

19. Click "export_9_27_2024.csv"

    Select the specific file for export.

    

20. Fill "CategoryOrder.csv"

    Fill in "CategoryOrder.csv"

    

21. Click "Save"

    Save the exported category order file.

    

22. Click "File"

    Access the file menu for additional actions.

    

23. Click "file_uploadImport"

    Locate and select the import file option.

    

24. Click "Update Only"

    Choose the update-only option for importing the custom category order.