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Categories

Goal

Build and maintain the product category tree used to classify product models (and effective SKU categories).

Who it is for

Catalog clerk with catalog.view to browse. Create / edit / reorder / delete need catalog.manage_categories or catalog.manage.

Preconditions

  • Plan a stable hierarchy (parent → child). Categories are assigned mainly on the product model.

Steps

  1. Open Products → Categories.
  2. Review the tree. Use search to find nodes. Drag rows to reorder (saved via reorder API).
  3. New category or add child on a node.
  4. Enter Code, Name (translatable), and Parent (Top level or an existing category). Cycles and self-parent are rejected.
  5. Save. Use view-products style actions when available to jump to related catalog lists.
  6. Delete only empty leaves (or after reassigning children). Error: Remove or reassign child categories before deleting this category.

Result

The tree is available for product-model category assignment (primary + additional) and SKU list filters / facets.

Hard stops

  • A category cannot be its own parent. / circular parent.
  • Remove or reassign child categories before deleting this category.
  • Invalid reorder payload → The category tree could not be reordered.

The list is a document workspace: queue tabs, search that applies when you choose Apply, and a side preview. Open goes to the full record when that page has one. Settings appears in the page actions when you can view that setup page.

BlueMatrix Help — product documentation for tenants