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Syncing categories between Retail POS (R-Series) and eCom (E-Series)

Categories are a convenient way to organize products in both Retail POS and your online store. For your convenience, your Retail POS categories are automatically synced to your eCom (E-Series) dashboard, where they can be further customized for your online store. If you prefer, you can also create online-only categories, or use a combination of the two.

Note: Categories that are automatically synced from Retail POS to eCom (E-Series) appear in a disabled state until enabled in eCom (E-Series). You must enable categories manually after syncing.

If you are not using categories in your Retail POS, your synced products will automatically appear in eCom’s default category Store front page. This default category automatically lists your products on your online store’s front page.

Note: Don’t see your products? Enable them in your eCom dashboard by going to Catalog > Products.

Using Retail POS categories in eCom (E-Series)

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The product category sync is one-directional and happens automatically. Your categories are synced in the same order from Retail POS to your eCom (E-Series) dashboard. For example, let’s say you have the categories “Jackets”, “Pants”, and “Shoes” listed in Retail POS. Those categories will appear in your eCom (E-Series) dashboard and your online store in that same order.

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In your eCom (E-Series) dashboard, a lock icon appears next to your Retail POS categories. This icon indicates that any changes to a category’s name, structure, or assigned products must be made in Retail POS. However, you can customize these Retail POS categories by adding an image and description in your eCom (E-Series) dashboard. The image and description do not sync to the Retail POS.

If you want different categories for your online store, you can disable the Retail POS categories under Availability > Disable and create online-only categories. Disabling categories in your eCom (E-Series) dashboard will not affect them in your Retail POS.

Creating online-only categories

If you prefer, you can leave all Retail POS categories as disabled in your eCom(E-Series) dashboard and create eCom-only categories. The ability to create eCom-only categories allows you to offer an online experience more suited to your customers’ navigation habits. This will also allow you to list a product in multiple categories online and to create subcategories, which cannot be done in the Retail POS. To create online-only categories:

  1. Select Catalog from the eCom (E-Series) main menu and then select Categories
  2. Click Add Root Category.
  3. Enter the name of your category.
  4. Click Save.

Online-only categories can be created directly within the eCom (E-Series) platform and can be fully managed there. These categories do not sync back to your Retail POS account.

 

To learn more about creating online-only categories, view the Product categories article on eCom (E-Series) Help Center.

What's next?

Syncing customer data between Retail POS (R-Series) and eCom (E-Series) 
Viewing online sales from eCom (E-Series)

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