Create a product category

When to use it

Use this guide when you need to create a product category.

Before you start

• Open Product Settings from the module menu. Your account must have access to this screen and permission for the action you want to complete.

What this changes

The product category is saved with the selected visibility.

Group options and category visibility affect customer ordering choices and business settings. These settings are separate from existing order quantities and payments.

Steps

1. Open Product Settings and select Add Category.
2. Enter the category name and choose Visibility: public, private, or limited to customer groups.
3. If using customer-group visibility, select the customer groups that may see the category.
4. Select Create Category and check the saved name and visibility.

Screenshot to add: Product Settings: create a product category. Capture filename: images/create-a-product-category.png.

Restrictions

The category name must be unique and contain 2–100 characters. Customer-group visibility requires at least one selected group.

If something went wrong

Before creating a category, check its name, visibility and permitted customer groups. After an unclear Create Category, look up the same category and inspect its saved values before saving again.

For incorrect saved visibility or groups, use the category edit action and Update Category. Check which customers and products are affected; there is no need to change customer-group delivery or pricing options to correct category visibility.

Check the correction

Reopen the category and check its name, visibility and allowed groups. Confirm intended customers can see the relevant products; review any orders already placed separately.

Related guides

• Module overview
• Update a product category