Category Order

Depending on how you want your customers to find products, you will want to arrange your Categories in a specific way on the commerce website.

By default, Categories are listed in alphabetical order, but you can choose to arrange the Categories differently by entering a numeric value in the Order column. The closer the number is to 0, the closer to the top of the list the Category will appear. You can update the order the Categories appear in using one of these methods.

Note: we suggest using values such as 5, 10, 15, 20, etc. as you update the Category order so that if a new Category is added or one is updated, the entire order is not affected. For example, if a Category needs to appear before the one assigned a value of 10, the number 9 can be used. If you are using values of 1, 2, 3, 4, etc., every time a new Category is added or an adjustment is made, the entire Category order will need to be redone.

Assign Category Order Individually

• Navigate to "Categories" in the PIM section of the Portal
• Locate the category you want to update, then click the "Details" icon in the far right column

• On the following screen, locate the "Order" field and enter the new numeric value
• Click outside of the field for it to automatically save

Assign Category Order in Data Grid

• Navigate to "Categories" in the PIM section of the Portal
• Select the "Data" tab
• Click the "Show / Hide Columns" icon

• Select "Order" from the menu that appears

• On the following screen, you can either:
  • Double click the field you want to adjust, then type in the new numeric value
  • Copy and paste the numeric value you want to assign to the field

Assign Category Order by Importing

When updating a large number of Categories, the best method is to use the import feature. In order to do this, you will need to first export the current order.

Exporting the Category Order

• Navigate to "Categories" in the PIM section of the Portal
• Select the "Data" tab
• Click the "Show / Hide Columns" icon

• Confirm that "Code" and "Order" are both checked, at a minimum, as the Code field is the identifying field to match information
• Some other helpful columns to export are:
  • Name - this is what the customers will see when using the commerce portion of the Kodaris platform
  • Parent Category Code - this shows the code of the Parent Category a specific Category is assigned to, and can be helpful as a sorting feature when reordering a specific Category
  • Parent Category Name - this shows the name of the Parent Category a specific Category is assigned to, and can be helpful as a sorting feature when reordering a specific Category
  • Active - this shows if a specific Category is currently available on the commerce website

• Go to File
• Select Export

Note: your export will include a header row which is needed for importing.

• Rename the file if you desire in the "Save as" dialogue box
• Click "Save" to export the file

Updating the Category Order

Now that you have your category order exported, it is time to go through and update the order value assigned to each Category.

The best way to fill in the Order is by sorting so that the Categories are grouped together.

As you reorder your Categories, we suggest using values such as 5, 10, 15, 20, etc. as you update the Category order so that if a new Category is added or one is updated, the entire order is not affected. For example, if a Category needs to appear before the one assigned a value of 10, the number 9 can be used. If you are using values of 1, 2, 3, 4, etc., every time a new Category is added or an adjustment is made, the entire Category order will need to be redone.

You can also reference the Category Tree to see the order of the categories to get a visual representation of how the Categories are ordered.

Once you have completed updating the order, save as a .CSV file.

Importing the Category Order

• Navigate to "Categories" in the PIM section of the Portal
• Select the "Data" tab

• Select File, then Import
• Click the Default Category Mapping
• On the following screen, select the .CSV file you would like to import

The import function is quick - once you upload the selected file, the data in the file is created or updated. Please be sure you select the correct file to import, and have your file prepared correctly.

Once you have imported your Category order, updates or additions can be made at any time in the Portal.

Important! Any category data included in the spreadsheet will be updated with this import - if you only want to update the category order with this import, keep only the code and product order columns in the spreadsheet import.