Customer Portal Category Maintenance

Menu Path: Portals $Images\bluerarw.gif$ Customer Portal $Images\bluerarw.gif$ Product Setup $Images\bluerarw.gif$ Customer Portal Category Maintenance

Purpose

Define and maintain categories for customer portals.

Overview

Use Customer Portal Category Maintenance to define product categories for customer portals. You can define both parent categories and subcategories (child categories).

Creating a Customer Portal Category

To create a new customer portal category:

Click the New button in the ribbon.
Enter a customer portal site ID or name for the customer portal category in the Site ID or Site Name field.
Enter a category name in the Category Name field.
Enter the name of the parent category in the Parent Category field. If you are defining a parent category, enter the category name you entered in step 3.
Enter a description of the category in the Description field.
Enter a detailed description of the category in the Long Description field.
Select other options for the category.
Click the OK button in the ribbon. The category is created.

Updating a Customer Portal Category

To update an existing customer portal category:

Enter a customer portal site ID or name for the customer portal category in the Site ID or Site Name field.
Enter the category name in the Category Name field.
Click the Update button in the ribbon.
Change options for the customer portal category.
Click the OK button in the ribbon. The category is updated.

Deleting a Customer Portal Category

To delete an existing customer portal category:

Enter a customer portal site ID or name for the customer portal category in the Site ID or Site Name field.
Enter the category name in the Category Name field.
Click the Delete button in the ribbon.
Click the OK button in the ribbon. The category is deleted.

Note You cannot delete a category if customer portal products have been defined for it, or if there are child categories associated with it.

Ribbon Home Tab Buttons

Button	Description
Exit	Click this button to close the Customer Portal Category Maintenance window.
New	Click this button to create a new customer portal category.
Update	Click this button to update the selected customer portal category.
Delete	Click this button to delete the selected customer portal category.
OK	Click this button to accept an action. This button is only available after you click the New, Update, or Delete button in the ribbon.
Cancel	Click this button to cancel an action. This button is only available after you click the New, Update, or Delete button in the ribbon.
First	Click this button to display the first customer portal category. This button navigates by site, and then by category name.
Prev	Click this button to display the previous customer portal category. This button navigates by site, and then by category name.
Next	Click this button to display the next customer portal category. This button navigates by site, and then by category name.
Last	Click this button to display the last customer portal category. This button navigates by site, and then by category name.

Fields and Buttons

Field or Button	Description
Site ID	Enter a customer portal site ID for the customer portal category, or click the Lookup button to select a site ID.
Site Name	Enter a customer portal site name for the customer portal category, or click the Lookup button to select a site name.
Category Name	Enter a category name, or click the Lookup button to select an existing category. This must be a unique name for the customer portal site.

Main Tab Fields and Buttons

Field or Button	Description
Parent Category	Enter the name of the parent category, or click the Lookup button to select the parent category. If you are defining a parent category, enter the category name entered in the Category Name field. The parent category must be a category for the selected customer portal site.
Thumbnail Image	If you want to provide a small-scale version of the category's image, enter the file name of the image, or click the Lookup button to navigate to and select the file.
Large Image	If the category you are defining has an associated image for customer portals, click the Lookup button, then navigate to and select the image file. Note Generally, you can select images that are in these formats: Paper Port (.max), Bitmap (.bmp), or JPEG (*.jpg).
Image Alternative Text	Enter alternative text for the category image. If this is blank, the category name and description are used as the alternative text.
Description	Enter a description for the category. This field can hold up to 50 characters. Note For the description to display in the customer portal in a font size and font color other than the pre-defined default (font size = 2, font color = blue), it must be written in a format acceptable for customer portal viewing. This is generally accomplished using HyperText Markup Language (HTML) tags. For more information, see HTML Basics FAQ.
Long Description	Enter a detailed description for the category. This description is used by search engines to find the category if no description is entered on the SEO tab. Note For the long description to display in the customer portal in a font size and font color other than the pre-defined default (font size = 2, font color = blue), it must be written in a format acceptable for customer portal viewing. This is generally accomplished using HyperText Markup Language (HTML) tags. For more information, see HTML Basics FAQ.
Override Order	Select this check box to allow the default sort order (alphabetical) of displayed products in a category to be overridden. If you select this check box, the up, down and ABC buttons next to the Products in Category grid are enabled and you can move products in the list up or down. Example When displaying products in a category such as red sweatshirts, a company might want them to appear in order of size: S, M, L, XL, 2XL, 3XL, etc. instead of alphabetically.
Display on Customer Portal	Select this check box to allow the customer portal category to be displayed. If this check box is cleared, customer portal users will not see this category. This is useful when adding new customer portal categories that are not yet ready (i.e. for customer portal users to view and place orders). A customer portal category can be defined with this check box cleared, then on the day the product(s) are to be available it can be selected.
Display As Featured Item	Select this check box to display the category on the default main customer portal Web page. This is the Web page that displays when a user correctly accesses the customer portal. If you select this check box, the category is displayed as a link at the center of the Web page, and users can click the link to view products in the category. Note If None is selected for the Display As radio set, links for products in the category display on the default main customer portal Web page instead of a link for the category.
Display Number of Results	Select this check box to display the number of products in the category on the customer portal site. This check box is cleared or selected by default based on whether the Display Number of Results by Default check box is selected in Customer Portal Site Maintenance.
Include Products in Parent Category	Select this check box to include products in a parent category in the category. This check box is cleared by default.
Display As	Select a method of displaying the customer portal category's products. Select one of the following: None - Display an image for each product in the category. Product View - Display a list of products in the category with product images and product information, such as descriptions and units of measure. B2B Style Matrix View - Display products in the category in a style matrix. Only select this method if all products in the category are in the same product style. B2C Style View - Display product information for a specific color and size in a style. Only select this method if all products in the category are in the same product style.
Show Filter Numbers	Click the Lookup button to select whether or not to display the number of products for each filter value on the customer portal site, or to use the site settings to control whether the number of products is displayed.
Children of Parent Category	This grid displays all the child categories of a parent category of the selected category. This grid automatically updates when creating a new parent category or subcategory. You can move categories up and down in this grid using the arrow buttons.
	Click this button to move the selected product up one position in the Children of Parent Category grid.
	Click this button to move the selected product down one position in the Children of Parent Category grid.
Products in Category	This grid displays all of the Internet products associated with the category. You can move products up and down in this grid using the arrow buttons if the Override Order check box is selected. You can alphabetize products in this grid by clicking the ABC button.
	Click this button to move the selected product up one position in the Products in Category grid. This button is only enabled if the Override Order check box is selected.
	Click this button to move the selected product down one position in the Products in Category grid. This button is only enabled if the Override Order check box is selected.
ABC	Click this button to alphabetize products in the Products in Category grid. This button is only enabled if you select the Override Order check box.

Filters Tab Fields and Buttons

NOTE This grid is only available if the None radio button is selected in the Display As radio set on the Main tab.

Field or Button	Description
Available Filters	This grid displays customer portal filters that are not selected for the customer portal category. To select a filter, double-click it, or click it, and then click the right-arrow button.
	Click this button to move the selected filter in the Available Filters grid to the Selected Filters grid.
	Click this button to remove the selected filter from the Selected Filters grid.
Selected Filters	This grid displays customer portal filters that are selected for the customer portal category. These are the filters that will appear on the customer portal site for the category. To remove a filter, double-click it, or click it, and then click the left-arrow button. The sequence of the filters determines how the filters appear on the customer portal site.
	Click this button to move the selected filter up one position in the Selected Filters grid .
	Click this button to move the selected filter down one position in the Selected Filters grid .

Images Tab Fields and Buttons

Field or Button	Description
Large Image	Enter the file name of the category's image you are adding, or click the Lookup button to navigate to and select the file.
Thumbnail Image	Enter the file name of a small-scale version of the category's image you are adding, or click the Lookup button to navigate to and select the file.
Image Alternative Text	Enter alternative text for the image.
Add	Click this button to add the image(s) to the customer portal category.
Remove	Click this button to remove the selected image in the Images grid from the customer portal category.
Images	This grid displays information about images for the customer portal category.

SEO Tab Fields and Buttons

Field or Button	Description
Description	Enter a description for the category, which can be used by search engines to find the category.
Keywords	Enter keywords for the category, which can be used by search engines to find the category.