Categories can be rearranged in both Retail POS and eCom (C-Series). You can rearrange categories in Retail POS to maintain the link between Retail POS and eCom or in eCom to have different category structures between systems.
Rearranging categories in Retail POS
- In Retail POS, navigate to Inventory.
- Under Inventory Settings, click Categories.
- Click the name of a category to open its settings.
- Click the parent name or None on the right side of Parent.
- Click None or choose a new parent and click Ok.
- Click Save.
- Confirm your changes in eCom by navigating to the eCom Back Office > Products > Categories.
If your eCom category structure matches Retail POS, your changes are confirmed. Continue modifying categories in your Retail POS account to maintain category syncing and parity.
If your eCom category structure does not match, refer to Realigning your eCom categories.
Rearranging categories in eCom
As syncing happens in Retail POS, rearranging categories in eCom will require manual tracking to keep track of the category's original location, new location, and reason for the change. Refer to Realigning your eCom categories for more information.
- In your eCom Back Office, navigate to Settings > Workflow.
- Toggle off Maintain parent/child relationship when assigning categories to a product.
- Click Save.
- Click Back to Settings > Products > Categories.
- Rearrange your categories as desired.
- When finished, click Back to Home > Settings > Workflow.
- Toggle on Maintain parent/child relationship when assigning categories to a product.
- Click Save.
Disabling the Maintain parent/child relationship toggle
The Maintain parent/child relationship when assigning categories to a product toggle is enabled by default to sync Retail POS' full category tree to an eCom product when a subcategory is assigned. For example, assigning a product to the T-shirts category assigns it to the full category tree: Clothing > Women > T-shirts.
Disabling this setting will prevent all products within a moved subcategory to be assigned the full category tree. When enabled and the action repeated, a large number of unnecessary categories can accumulate. Refer to Troubleshooting categories for Retail POS/eCom for more details.