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Documentation Index

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Categories are hierarchical tree structures that allow you to organize items, variants, and bundles into groups based on similar attributes. This document covers how to create a single category using the Copilot interface. You can also add multiple categories at the same time by importing them using a CSV file.

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Prerequisites

Ensure that you have access to the Product Catalog in Copilot. For more information, see Role-Based Access Control.

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Procedure

  1. In the left menu, click Product Catalog > Categories. The Categories page is displayed.
  2. Click the + icon.
  3. Enter a title for the new category and press Enter or click the ? icon. The new category is created.
  4. (Optional) Click the new category name, and then click the + icon on the right to create a new subcategory. The new subcategory is created.
When you click a root category, all subcategories within the root category are displayed at the right. A leaf label is used to indicate any category or subcategory that doesn’t contain a subcategory.