Update a product category

When to use it

Use this guide when you need to update 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 category has the revised name and 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. Find the category and select its edit action.
2. Update its name, visibility, and any permitted customer groups.
3. Check who should be able to see the category before selecting Update Category.
4. Review the saved visibility and groups.

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

Restrictions

You need access to category settings. Customer-group visibility requires at least one selected group. A name must remain unique.

If something went wrong

Before updating a category, check its name, visibility and permitted customer groups. After an unclear Update 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
• Create a product category