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You are here: Home How to update your Plone site If you have Products on your site, here are the instructions Editing or changing a Product Category

Editing or changing a Product Category

Note that all images below are taken from a standard Plone website - your website may have a different look, so the images are only a guide, they may not be exact.

Your website comes with the ability to add products - so people can buy from you! We set some up for you. If you have more than about half a dozen products, you need to organise them into categories to make it easy for people to find the product they want to buy. Some will be present already, but here is how to change a Product Category if needed.

Note - the examples below use 'DMA Collection' as the Collection entry - your setup will generally use your company's initials instead of DMA - in the instructions, we have used xx as the initials.

1. Log in to your website with the Login Name and Password that we gave you, if you are not already logged in. (You will see a Log In section at the bottom of the Navigation on the left if you are not logged in). Instructions are here.

2. Navigate to Products.

productsnavigation.png

3. Click the Contents button.

foldercontentsbutton.png

productsfoldercontents.png

4. Select the xx Collection from the list.

productcategoryscreen.png

If you are not sure which one it is, hover your mouse over the name and look for the entry which is a xx Collection.

collectionindication.png

5. To change the Title of the Product Category:

a. Click Edit.

collectioneditbutton.png

b. Change the Title.

1. Highlight the text to change.

collectionchangetitlehighlighted.png

2. Type the new text.

collectionchangetitlecompleted.png

c. Click the Save button at the bottom of the screen.

foldersavebutton.png

collectiontitlechanged.png

6. To change the Categories this Product will show under if you are using Product Categories, or the sort order:

a. Click Criteria.

collectioncriteriabutton.png

editcollectioncriteriascreen.png

b. Select the required entry from the Values list.

c. Click the Save button below the Criteria box.

d. If you want the Products to be sorted, select a value from the Set Sort Order list.

addnewcollectioncriteriasortorderscreen.png

In most cases, you would use Title to sort the list alphabetically, or Creation Date if you want to list them in date order.

addnewcollectioncriteriasortbytitle.png

If you want the order to be reversed (that is, by Title starting from Z to A or in date order with latest first), tick Reverse.

e. Click the Save button at the bottom of the screen.

editcollectioncriteriachanged.png

7. In most cases, your Products page will include links to the Product Categories. So if you changed the Title, you need to change the link to the category to the Products page.

a. Navigate to Products.

productsnavigation.png

b. Click Edit.

editbutton.png

editproductpagelinks.png

c. Use the instructions here if you want to insert a new image for the category.

d. Use the instructions here to link to a different category.

editcollectionproductslinkchanged.png

e. Click the Save button at the bottom of the screen.

pagesavebutton.png

addnewcollectionpagecomplete.png

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