Getting Started with Managing Categories

Managing Categories in Flxpoint lets you view and edit the category assignments on your products. Think of it as organizing the aisles in your online store, grouping similar items together so customers (and your team) can find them easily.

First Steps

• Go to Products → [select any Product]
• The category (tag) icon opens the Managing Categories panel so you can make edits.

×

How-to Guides

This section provides step-by-step instructions to complete common tasks, like following a recipe.
 

How to Filter Products by Category

1. In Inventory or Products, click the filter (funnel) icon.
2. Select a category (e.g. “Totes”) from the dropdown.
3. All items in that category (and its parent, e.g. “Bags & Totes”) will appear.

×

How to Edit a Category

• On a Product page, click the tag-shaped Manage product categories button.
• In the panel:
  • Find your category in the list or tree.
  • Click the ⋮ menu next to it and choose:
    • Rename: Type a new name and hit Save.
    • View Products: See every product assigned to that category.
    • Move: Pick a new parent category and confirm, the entire sub-tree moves with it.
• Click Save at the bottom of the panel to apply your changes.

×

Convert a Child Category to a Parent

1. On any Product page, click Manage product categories (tag icon).
2. In the category tree, hover over the child category you want to promote and click its ⋮ menu.
3. Select Convert to Parent Category.
4. A confirmation modal appears, explaining that “any child categories will be moved with it.” Review the warning, then click Yes, continue to finalize.
5. Click Save in the top-right corner of the panel to persist the change.

Note: Once converted, this category becomes a top-level parent and retains all its former children.

×

How to Sync Changes to Sales Channels

• After editing and clicking Save, choose Apply changes to sales channels.
• Select one or more channels (e.g. Amazon, eBay).
• Click Apply and wait for the confirmation banner.

×

Technical Details

This section provides factual details, like an encyclopedia entry.

• Category Levels: Supports up to 3 tiers (e.g. Level 1 → Level 2 → Level 3).
• Views Available:
  • Inventory list via the filter icon.
  • Products list via the filter icon.
• Editing Available: Only on individual Product pages via the tag icon.
• No restrictions: You can assign any category you’ve defined—there’s no longer an “inventory-only” limitation.

Understanding Category Manager

The Managing Categories feature helps you standardize your product catalog across multiple suppliers and channels. For example, if one vendor calls an item “Handbags” and another “Purses,” you can map both into a single category so your storefront stays consistent. It also saves time by letting you push category updates to all connected sales channels at once.