What are product categories?
Product categories are used throughout Winddle to help you group together your product catalogs. Product categories have different names in different systems (Product Lines, Departments, Families, etc.), but are usually always a multi-level tree. Winddle doesn't set any limits on how deep your category tree may be.
Once your product categories have been set up, you can assign one specific category to each product. See below for some examples of how useful categories are in Winddle.
Accessing the category settings
You can access your company category settings from the main user menu, then company settings, expand the Products menu on the left and finally, select Categories:
On the product category settings page, you can see if the categories have been enabled for your company at the top of the page:
To enable or disable the categories, you need to access the Fields page in Customization, select the Product group and activate (set as Visible) the Category field:
To disable it, just select Disabled for the product category field.
If you already have a complete hierarchy with hundred of nodes in another system, you may use the Import/Export feature of the category settings, however, for simple hierarchies, you can always use the simple editor provided.
Adding a category
In the Edit Categories table, click on Add a new category, enter the name and then validate.
Category names need to be between 2 and 64 characters long. Also, for any given level of the hierarchy, the names have to be unique. It is however possible to have multiple categories with the same name, as long as their parent categories are different.
Adding a sub-category
Adding a sub-category to a category isn't very different. Either the category already has a sub-category, and in that case, you need to first expand that category, then add the new sub-category in the same way as adding a category.
For example, to add a sub-category to BEDROOM:
If the category currently doesn't have any sub-category, then you need to click on the + sign next to the category name. This will both create a new sub-category and expand the category:
Deleting a category
To delete a category, hover with your mouse on the category you want to delete, this will make the Delete button appear.
If there are any products using this category, they will be re-assigned to the parent category.
Renaming a category
Renaming a category is done by clicking on the category name:
Once your company categories have been set up, you can assign a category to your products. You can then:
- Filter your projects per product category (projects with projects lines using a product of a certain category or one of its descendant)
- Set up different type of product pages depending on the category (enabling/disabling fields / category)
- Get some statistics on production volumes per product lines in the statistics module
- Define sizesets to be used for certain categories and make those available in your project lines to split your price/quantities
Preparing the import file
The format for Winddle's category import is a very simple CSV with no header, where each line represents one final level of the hierarchy.
Assuming a simple 3 levels hierarchy:
The final levels of the hierarchy are marked in orange - they are final because they have no children. The import file will thus contain 4 lines. Each line will represent the full path to get to the final level, this is how Winddle can build the complete hierarchy. The file should look like this:
Each level of hierarchies has two columns, the first column contains the Winddle ID of the hierarchy node and the second column contains the name of the hierarchy node. Here, the ID columns is always empty, which means that Winddle will need to create those nodes.
In summary, there should be N*2 columns, where N is the number of levels in your hierarchy (3 in this example), there should be K lines, where K is the number of final nodes in your hierarchy (without any children), and each lines should contain the full path, with ID and label, for each nodes.
Once imported, you can export again to confirm that everything has been processed correctly by Winddle: it should output the same file, but with the ID column filled out by Winddle.
If you need to rename categories, you can reuse the same file, keep the ID and change the name. If the category you want to rename appears on multiple like, you need to rename it on every line, or just create a new file with a single line to update this category.
Performing the import
Click on Import categories, then in the modal that opened, select the file you prepared and click on Import.
To export your categories, click on the Export Categories button. A CSV file, with the format described in the format described for the import should then be downloaded.