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In this video, I’m going to give an overview of the Categories menu of the KIBO UI. We’ll walk through creating different types of categories in separate videos. In this video, I’m going to give an overview of the Categories menu of the KIBO UI. We’ll walk through creating different types of categories in separate videos. To navigate to the “Categories” menu, on the “MAIN” tab, click on “Catalog”, then click “Categories”. To navigate to the “Categories” menu, on the “MAIN” tab, click on “Catalog”, then click “Categories”. This is the categories menu. We’ll walk through and describe each section and function. This is the categories menu. We’ll walk through and describe each section and function. Categories are created and managed on Child Catalogs. Categories are created and managed on Child Catalogs. Clicking the dropdown on either the Parent or Child Catalogs allows users to change catalogs. As Sites are based on Child Catalogs, this allows for having different Categories for different Sites, if applicable. Clicking the dropdown on either the Parent or Child Catalogs allows users to change catalogs. As Sites are based on Child Catalogs, this allows for having different Categories for different Sites, if applicable. As with most menus in the KIBO UI, users can search and perform advanced filtering to find Categories. This may be especially helpful for hidden or disabled Categories. As with most menus in the KIBO UI, users can search and perform advanced filtering to find Categories. This may be especially helpful for hidden or disabled Categories. Users can also toggle their view in this menu. The first option is a Grid View, which is a flat list of all categories regardless of a sub-category relationship to a “parent” category. Users can also toggle their view in this menu. The first option is a Grid View, which is a flat list of all categories regardless of a sub-category relationship to a “parent” category. The second is a Tree View, where users can see a nested list of categories and sub-categories, similar to the view on traditional storefronts. This organizes all categories within their top-level “parent” categories. The second is a Tree View, where users can see a nested list of categories and sub-categories, similar to the view on traditional storefronts. This organizes all categories within their top-level “parent” categories. Clicking the arrow next to any of the Categories in the Tree View displays sub-categories nested underneath that Category. If no arrow is shown, there are no sub-categories. Clicking the arrow next to any of the categories in the treeview display, subcategories nested underneath that category. if no arrow is shown, there are no subcategories Clicking the “Ellipses” button next to the “Tree View” toggle allows users to show or hide Disabled Categories, depending on the current view Clicking the “Ellipses” button next to the “Tree View” toggle allows users to show or hide Disabled Categories, depending on the current view In the “Tree View”, Disabled Categories will display under the Parent Category where they are nested, if applicable. In the “Tree View”, Disabled Categories will display under the Parent Category where they are nested, if applicable. Grabbing and dragging the bar on the far left allows users to adjust the positioning of the listed Categories. The order in which the Categories are sorted is directly related to the order they will be displayed on the storefront. Users can only adjust this positioning within the Tree View. Grabbing and dragging the bar on the far left allows users to adjust the positioning of the listed Categories. The order in which the Categories are sorted is directly related to the order they will be displayed on the storefront. Users can only adjust this positioning within the Tree View. When completed adjusting the Category Sort, click “Save” at the top of the page. When completed adjusting the Category Sort, click “Save” at the top of the page. To create a new Category, click “Create New Category” on the top right. This will present the option of creating either a “Static” or “Dynamic” category. We’ll discuss the creation of these specific categories and how they differ in separate videos. For this example, we’ll click “Static Category”. To create a new Category, click “Create New Category” on the top right. This will present the option of creating either a “Static” or “Dynamic” category. We’ll discuss the creation of these specific categories and how they differ in separate videos. For this example, we’ll click “Static Category”. This is the “Create New Category” page. We’ll walk through and describe each section. This is the “Create New Category” page. We’ll walk through and describe each section. First, we’ll give the new Category a name. This is the name that will be displayed on any associated storefront, if applicable. You can also give the Category a specific code, or let the system generate it. The code is only used for internal identification of the Category and will not be displayed anywhere outside of the KIBO UI. First, we’ll give the new Category a name. This is the name that will be displayed on any associated storefront, if applicable. You can also give the Category a specific code, or let the system generate it. The code is only used for internal identification of the Category and will not be displayed anywhere outside of the KIBO UI. Users can add an optional description for this category to supply more information. This is only displayed on this screen. Users can add an optional description for this category to supply more information. This is only displayed on this screen. Click the dropdown to assign a status to the new category. The three options are “Active”, “Scheduled” and “Disabled”. “Active” will make the category immediately available, while “Disabled” will keep the Category hidden. Click the drop-down to a sign of status to the new category. The three options are active scheduled and disabled. Active will make the category immediately available while disabled will keep the category hidden. “Scheduled” will open up entries for Active Start and End Dates, which are required for this status. “Scheduled” will open up entries for Active Start and End Dates, which are required for this status. If this New Category is a “sub-category, and needs to be nested under a “Parent Category”, click the dropdown or type to search for the category here, clicking on the Parent to select it. Note - only “Static Categories” can be “Parent Categories”; “Dynamic Categories” can only be children with no other categories underneath them. We’ll discuss this more in a separate video. If this New Category is a “sub-category, and needs to be nested under a “Parent Category”, click the dropdown or type to search for the category here, clicking on the Parent to select it. Note - only “Static Categories” can be “Parent Categories”; “Dynamic Categories” can only be children with no other categories underneath them. We’ll discuss this more in a separate video. Users can enable “Options” on the New Category, such as “Hide category on storefront”. or “Hide slicing on category” if applicable. “Hide category” can be useful for situations such as having a seasonal category that should only display at certain times of the year. “Hide slicing” can be set to display a base product instead of any variants. Users can enable “Options” on the New Category, such as “Hide category on storefront”. or “Hide slicing on category” if applicable. “Hide category” can be useful for situations such as having a seasonal category that should only display at certain times of the year. “Hide slicing” can be set to display a base product instead of any variants. Similar to Products in the Product Catalog, users can select a “Category Image” to display. We can add images locally, or pull them directly from the KIBO Image File Manager in the UI. We’ll discuss the File Manager in a separate video. Similar to Products in the Product Catalog, users can select a “Category Image” to display. We can add images locally, or pull them directly from the KIBO Image File Manager in the UI. We’ll discuss the File Manager in a separate video. Also similar to Products, users can add in applicable SEO information to the New Category to help boost Search Results. Also similar to Products, users can add in applicable SEO information to the New Category to help boost Search Results. Users can add customized “Category Attributes” to categories to further define their characteristics. This can be useful for identifying special categories or supporting a catalog or storefront design.  For example, users could use attributes to identify some categories as best-sellers or seasonal. When using categories to represent different locations, users could use attributes to define an address for each category. We’ll demonstrate where these “Category Attributes” can be created and managed in the KIBO UI shortly. Users can add customized category attributes to categories to further Define their characteristics. This can be useful for identifying special categories, or supporting a catalog or storefront design. For example, users could use attributes to identify some categories as best sellers or seasonal. When using categories to represent different locations. Users could use attributes to Define an address for each category. We’ll demonstrate where these category attributes can be created and managed in the kibo UI shortly. We’ll cover Merchandizing Rules in a separate video, related to KIBO’s Search and Merchandizing solution. We’ll cover Merchandizing Rules in a separate video, related to KIBO’s Search and Merchandizing solution. Lastly, users that have enabled multiple locales on the parent catalog can switch locales using the dropdown menu on the top right. This allows users to localize the category name, description, meta information, and SEO for that language. The category code, merchandizing rules, category attributes, and other settings will not be displayed or editable, as those are only configurable on the default locale for the catalog. Lastly, users that have enabled multiple locales on the parent catalog can switch locales using the dropdown menu on the top right. This allows users to localize the category name, description, meta information, and SEO for that language. The category code, merchandizing rules, category attributes, and other settings will not be displayed or editable, as those are only configurable on the default locale for the catalog. To create and manage “Category Attributes”, we’ll need to navigate to the “Category Attributes” menu. On the left menu, on the “SYSTEM” tab, we’ll click “Schema”, then click “Category Attributes”. To create and manage “Category Attributes”, we’ll need to navigate to the “Category Attributes” menu. On the left menu, on the “SYSTEM” tab, we’ll click “Schema”, then click “Category Attributes”. This is the Category Attributes menu. To edit any existing attribute, click directly on it. This is the Category Attributes menu. To edit any existing attribute, click directly on it. Alternatively, click the “Ellipses” on the far right of the attribute and click “Edit”. We can also click “Delete” to delete the attribute. Alternatively, click the “Ellipses” on the far right of the attribute and click “Edit”. We can also click “Delete” to delete the attribute. To create a new Category Attribute, click the “Create New Category Attribute” button on the top right. To create a new Category Attribute, click the “Create New Category Attribute” button on the top right. Category Attributes are very similar to Product Attributes. Start by giving the new Attribute a “Label”. This will be copied down to the “Administration Name” and “Attribute Code” by the system, but those entries can be edited as needed. Category Attributes are very similar to Product Attributes. Start by giving the new Attribute a “Label”. This will be copied down to the “Administration Name” and “Attribute Code” by the system, but those entries can be edited as needed. The “Display Group” field determines where the attribute will display: either in the Admin only, or in the Admin and on the Storefront. The “Display Group” field determines where the attribute will display: either in the Admin only, or in the Admin and on the Storefront. Continue the desired configuration of the New Category Attribute based on the information that is required. In this example, we created a new “List” type with a “Text” data type, and have started adding items to the list. Continue the desired configuration of the New Category Attribute based on the information that is required. In this example, we created a new “List” type with a “Text” data type, and have started adding items to the list. When the New Category Attribute has been configured, click “Save”. When the New Category Attribute has been configured, click “Save”. Once the New Category Attribute has been saved, a new “Enable / Disable Attribute” field will display. Here, we can select whether to Enable or Disable the attribute, with Enable being the default. Once the new category attribute has been saved a new enable disabled. Attribute field will display here, we can select whether to enable or disable the attribute with enable being the default.

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Category Overview

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Category Attributes

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