Catalog/Products · 64
Move a category
Puts a category inside another one, or back at the root.
Your catalogue, tidy in nested categories
Build nested categories and drag them where they belong. A category’s text, address and visibility are used on your shop site as they are.
The category tree
Each category sits inside another or at the top, with how many products it holds and whether the site shows it.
What you can do on Categories
Each is a button or a form in the app; every one is tied to role permissions and logged.
Add a category
Groups the catalogue, on this screen and on the storefront.
Edit a category
Updates the category copy, address, content and storefront visibility.
How it connects to other modules
Categories is part of the Catalog module and uses the same customer record and permissions.
Start from a ready template
Templates that use this screen’s actions or turn this module on.
Business setupHealth
Elderly care home
Family enquiries through tour, assessment and room offer to move-in; monthly fees that invoice themselves.
10 modules3 agents6 workflowsBusiness setupEducation
Preschool & nursery
School tours to registration, monthly fees invoiced on the 1st, a waiting list, and every child’s allergies and pick-up list in one place.
10 modules3 agents5 workflowsBusiness setupProfessional services
Accounting firm
Monthly bookkeeping fees invoiced automatically, new-client documents by link, the tax calendar as standing tasks and clients’ questions in one inbox.
11 modules3 agents6 workflows
Questions about Categories
Move a category, Add a category, Edit a category.
It has its own row in the Shop menu; it is part of the Catalog module and shows while the module is on.
The Catalog module’s role permissions apply here too. Era works within the same permissions; sending and deleting wait for your approval.
Your catalogue, tidy in nested categories.
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