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How to assign items to categories

You can either edit the product information on-screen or assign categories in the product import template.

triSaaS Support avatar
Written by triSaaS Support
Updated over a month ago

What are categories

Categories help organise your products into clear, structured groups. You can create main categories and sub categories, with a maximum of three levels for each category hierarchy.

Our onboarding team will set up the initial product categories for you, and you'll have full control to manage and update them afterwards.


How to assign items to categories

There are two ways to assign items to categories.

Option 1 - Edit the product information

This option is suitable if you only need to assign a single item to a category.

  1. Select Products in the left-hand side bar.

  2. Locate and choose the product.

  3. Head over to the Info tab and update the categories.

  4. Click Save.


Option 2 - Use the product import template

If you need to reassign a large number of products to different categories, then a product import template will be helpful.

  1. Update the category columns.

    ⚠️Good to know: Please make sure that category names are spelled correctly and match the existing categories in the system; otherwise, new categories will be created automatically.

  2. Go to File Importing and click + New.

  3. Select "Products" upload type and upload the file.

  4. Click Save.

💡Tip

If you assign your products to new categories, please let your customers know as they may need to remap the products in their own portal.


☺️ Have any questions or need support? Reach out to us on our email. We're here to help!

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