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Managing Categories in Edlio Pay (OSP)

Learn how to create, organize, and structure product categories in your Edlio Pay school store to make items easy for parents to browse and purchase.

Overview of School Store Categories

A well-organized school store ensures parents, students, and community members can rapidly locate items without scrolling through pages of unrelated fees. In Edlio Payments (OSP), Categories structure your public storefront into intuitive departments (e.g., Athletics, Clubs & Activities, School Spirit Wear, Class Fees).

OSP Setup Hub and Category Management in Edlio Payments

💡 Best-Practice Adoption Tip: Keep top-level store categories limited to 5–7 broad departments. Group seasonal sports into an Athletics category and recurring student supplies into a Classroom & Lab Fees category. Limiting category clutter increases mobile checkout completion rates on smartphones.

Creating and Editing Categories

To configure your store categories:

  1. From the Pay Management Dashboard, select the Setup menu.

  2. Click OSP Category.

  3. The Category Manager lists all current departments, display order sequences, and active visibility toggles.

  4. To add a new category, enter the category name (e.g., Performing Arts), assign a display sort order, and click Add Category.

  5. To hide or retire a category, toggle off its active status or click the edit icon to adjust its display name.

Assigning Products to Categories

When creating or editing an item in Products:

  • On the Required Fields tab, select the primary category from the Category dropdown menu.

  • Items immediately group under that category on the public school storefront.

  • Purchasers visiting your school store can click the category filter tab on the left sidebar to view only items within that department.

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