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In this lesson, let’s look at the process of creating and editing product categories.

Product Categories in Magento

Categories are a great way for you to organize your products, both internally and externally. They can be visible to the public or hidden, only for you to see. And products can be added to multiple categories, depending on your unique needs.

 

To get started, you’ll first need to create your “root” category. Use your navigation menu and browse to Catalog, then Categories.

Magento Catalog Category

Set Store View for Categories

On the Categories page, you’ll see your category tree and you’ll have a drop-down menu where you can select your Store View. Make sure you are creating and editing categories in the correct view – in this example, we’re creating and editing categories within our Main Store’s Default Store View.

Category Store View

 

You’ll also see two buttons – one allows you to create a new Root Category, and the other allows you to create a new Subcategory.

Magento Subcategories

Add a new Subcategory

Let’s start by adding a new subcategory. Click on the parent category that you want to create the subcategory within. In this example, we’ll create a new subcategory within the parent Default Category.

 

Once your parent category is highlighted, click on the Add Subcategory button.

New Magento Categories

On the New Category page you’ll be able to enable the new subcategory, include it in your store menu, and give it a name.

Category Specific Information

You’ll also be able to enter information related to:

 

  • Content – add a category image and description
  • Display – choose what to display on your category page, enable layered navigation, and manage navigation settings
  • Search Engine Optimization – add metadata to your category page to improve search engine visibility
  • Products in Category – browse your product catalog and check the box next to each product that you want to add to your new subcategory
  • Design – you can apply the parent category’s design, or you can customize your new subcategory by applying a theme, changing the layout, or updating XML

 

There’s a lot of flexibility in what you can do here, so take some time to play around with all of these configurations to find an engaging and informational look and feel to your category pages.

 

When you’ve set up your subcategory to your liking, just click the save button to publish your changes.

 

 

You’ll see your new subcategory in the category tree!

Creating a new Root Category

Now, let’s say that you wanted to create a new root category. Because the root category is the highest level of the catalog, your store can have only one root category active at a time. You can, however, create additional root categories for alternate catalog structures, different stores, and views.

 

To create a new root category, navigate to Catalog, then Categories. On the Categories page, click on Add Root Category.

 

You’ll see a New Category screen with the same settings and configurations that were available for a new subcategory.

New Magento Root Category

 

Go through the basic and advanced settings and set them up to your liking. When finished, press Save.

 

In your category tree, you’ll now see a new root category – in this example, we called it Root 2.

You are now able to create subcategories within your new root category!

Adding the Root Category to a Store View in Magento

Since your store can only have one active root category, you’ll need to choose which one is active at the time. To do this, navigate to Stores, then All Stores.

Magento Stores All Stores

On the Stores page, under the Store column, select the store that you want to add your new root category to.

Choose Store

Under Store Information, click on the drop-down for Root Category and select the new root category that you created.

Set Root Category

 

When finished, click Save Store to complete the process.

 

 

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