Managing Your Reach 1.0 Categories Through OPAdmin

Overview

This article is intended to provide assistance in creating Categories within your OPAdmin editor.

You editor is located at http://e.brandwise.com/brandwiseSuite/login.aspx and your username will end with OPADMIN.

Since Categories and Attibutes are manually created within your Reach editor, this worksheet will aid in the creation and assigning of products.

Root Categories

The root categories are the main categories under which additional category levels can be created. The root categories display across the menu bar in the product gallery.

Child Categories

Child categories include all category levels below the root category. Child categories can also have child categories below them. In total there can be 5 category levels; 1 root category and we recommend 4 levels of child categories.

Product Number

The Product Number will be assigned to the lowest level with no child categories below.

Example

Creating the Category                                                                            

Creating the Category in the Version

• On the toolbar, select Taxonomy>Version
• Highlight the Industry Name and Version Name
• Click on the Category Tab

Creating the Root Category

The root categories are the main categories under which additional category levels can be created. The root categories display across the menu bar in the product gallery.

• Click on Insert New Root to start a new category. Enter the following information: 
  • Title: The name of the category will display within Visual Merchandiser and Reach. It is suggested to limit the category name to 15 characters and create a longer tool tip if a longer name is necessary.
  • Description: Internal description of the category, this only displays in the category editors. The description can be used to describe the type of products that are going to be assigned to the category.
  • Tooltip: The tooltip can be a longer name for the category and is available within Visual Merchandiser and Reach when the user hovers over the category name. The tooltip is optional, it is suggested that there should never be a tooltip that is the same as the Category Name, just leave it blank if no further description is required.
  • Sequence: The sequence of the root categories will determine the order in which the categories appear, from left to right, within Visual Merchandiser and Reach.
• Saving or Cancel
  • Click the Insert Root button to save and add the new root category, or click Cancel to exit.
• Edit
  • To edit a root category, click on the Root Category and then click the Edit 
  • Enter the new information and click Update to save or click Cancel to exit. 
  • To delete a root category, click on it and then click the Delete Node To confirm, click OK to delete or Cancel to exit. 

*Note: To delete a root category, click on it and then click the Delete Node button. To confirm, click OK to delete or Cancel to exit. This only works if there are no products associated to that Root Category.

Creating the Child Category

Child categories include all category levels below the root category. Child categories can also have child categories below them. In total, we recommend that there can be 5 category levels; 1 root category and 4 levels of child categories.

• To create a Child Category under a root category, start by selecting a Root Category. The category name will be displayed on top of the page. 
• Then click the Add Child button and enter the title, tooltip, description and sequence. 
  • Title: The name of the category will display within Visual Merchandiser and Reach. It is suggested to limit the category name to 15 characters and create a longer tool tip if a longer name is necessary.
  • Description: Internal description of the category, this only displays in the category editors. The description can be used to describe the type of products that are going to be assigned to the category.
  • Tooltip: The tooltip can be a longer name for the category and is available within Visual Merchandiser and Reach when the user hovers over the category name. The tooltip is optional, it is suggested that there should never be a tooltip that is the same as the Category Name, just leave it blank if no further description is required.
  • Sequence: The sequence of the root categories will determine the order in which the categories appear, from left to right, within Visual Merchandiser and Reach.
• Saving or Cancel
  • Click the Insert Child button to save and add the new root category, or click Cancel to exit.
• Edit
  • To edit a Child Category, click on the Root Category>Child Category and then click the Edit 
  • Enter the new information and click Update to save or click Cancel to exit. 
  • To delete a Child Category, click on the and then click the Delete Node To confirm, click OK to delete or Cancel to exit.

Adding additional Categories to Child Category

• To create a Sub-Child Category under a Child Category, start dragging your mouse over the Root Category, then the Child Category. Once the desired category is located, click on it. The category name will be displayed on top of the page.
• Click on Insert New Root
• Repeat Steps outlined above for adding new, editing or deleting the Root or Child Category 

*NOTE: If there are any child categories below, the Delete Node button will not appear. All lower level categories must be deleted first, before deleting the category.