Category management on Poleepo
To manage categories, follow the path: Menu > Products > Categories.
In the Poleepo categories section you can:
Manage your store categories;
Map and visualize associated categories across your sales channels;
View the number of products associated with a given category;
Create a custom category structure;
Import category tree structure directly from your e-commerce;
Creating Categories
To create a new category on Poleepo, click on the " create category " button.
You will need to assign a name to the category you are creating and possibly indicate a parent category among those in the store.
Click "save" to save the category you just created.
The categories you create will populate the left side of the screen.
View the number of products within a category
If a category has a + sign in front of it, it means that it is a parent category and within it there are one or more child categories.
By selecting a category, you can view the number of products within it.
Editing categories
Using the buttons next to the categories you can:
change the category name;
Move the source category to a target category in the store and then change its path.
This way, the categories of your sales channels associated with the source category will be associated with the new destination category you chose.
Products associated with the original category will be placed in the new destination category you choose.
delete a category;
NB You will not be able to delete a parent category until you have deleted the associated sub-categories.
If there are products associated with the category you want to delete,
You will need to select an alternative category in which to place your products.
If the category is linked to any pricing rules, to delete it, you need to remove the category from the rule.
Automatic import of categories
A) From sales channels
On Poleepo you also have the option to import your category tree directly from the sales channels you have configured or from CSV.
To perform this operation you will need to click on the " import categories " button.
You will need to select the sales channel from which to import your categories (in this example, WooCommerce).
Poleepo will also provide you with a preview of the categories it will import from your sales channel.
Before importing categories into Poleepo, we recommend checking and, if necessary, modifying any existing categories on your e-commerce site in the sales channel configuration.
Finally, click "Proceed" to import the categories from the chosen sales channel.
Once the operation starts, you will have to wait for the time required for the import, based on the number of categories you are importing.
Once the import is complete, you will see the imported categories on the left side of the screen.
This way, the imported categories will be automatically created and associated with the e-commerce site.
B) Import from CSV file
You can also import categories via CSV files.
To perform the operation, click the " import from CSV " icon.
A configuration panel will be displayed on the screen to instruct Poleepo on how to handle the CSV file.
First you will need to upload the file and indicate the following information:
the file contains a header row: indicate whether the first row is the header row, in this case Poleepo will not consider it when importing categories.
Column separator: The column separator allows you to delimit columns in the CSV. You must enter the separator used in the CSV file.
Enable/Disable Text Delimiter : This option enables or disables the text delimiter field, if you do not use a particular text delimiter you will not need to enable it.
text delimiter: if you are using a specific text delimiter, please indicate it in the appropriate field.
After configuring the CSV instructions, click on " proceed" ,
the file will be analyzed and we will move on to the next step.
In this step, a preview of the uploaded file will be shown.
Here you will need to enter the columns that Poleepo will use to import the categories.
As you select columns, a sample path will be displayed.
The separator field is necessary if there are multiple categories within a single column.
For example, if column A contained cat-1 > cat-2 and column B contained cat-3, inserting the separator > cat-1 and cat-2 would split them into two additional columns, generating the final path cat-1/cat-2/cat-3 .
See the example in the screenshot below:
Once configured, click "import" and the operation will start.
Manual category association
Once you have created or imported categories into Poleepo, you can manually associate them with the configured channels on the right side of the screen.
To do this, you will need to select a category and map it to the sales channel categories.
Once you have chosen the category from the list of the selected sales channel, click on " confirm " to associate the category present on Poleepo with it.
For more information on managing categories on Poleepo, please watch this video: