Siebel Order Management Guide > Creating and Managing Catalogs > Process of Setting Up Categories >

Creating Categories


Categories are created in the Administration - Catalog screen under Categories. They are displayed to the end user in ascending order by their Sequence field.

This task is a step in Process of Setting Up Categories.

To create a category

  1. Navigate to the Administration - Catalog screen.
  2. In the Catalogs list, click the Name hyperlink for the catalog to which you want to add categories.

    The Categories list appears with the categories belonging to that catalog.

  3. Add a new record to the Categories list, and complete the necessary fields in the record and the More Info tab. Some fields are described in the following table.
    Field
    Description

    Name

    Enter a name for the category

    Display Name

    Enter the name that the end user sees.

    Sequence

    Enter a number that controls the sequence in which categories are displayed. Categories are displayed in ascending order starting with 0.

    Effective Start Date

    Enter the date when the category becomes available for use.

    Effective End Date

    Enter the date when the category stops being available.

    Active

    Select this check box to make the category available.

    Private

    Select this check box if you do not want the category to inherit access properties from its parent category.

    If the parent category has been marked private, this category also must be private.

    Usage

    Select the type of category.

    Display Template

    Select a template for displaying the category to the end user.

    The following display templates are available by default:

    • Add to Cart. Use this when you want customers to move items from a list to the Shopping Cart one at a time.
    • Category Only. Use this for categories that have subcategories but no products.
    • Multiselect Checkbox. Use this when you want the customer to select items from a list and move all selected items to the Shopping Cart at one time.
    • Product Basic. Use this to include the name of the product, a description, and quantity.
    • Product Rich. Use this basic template to include just the name of the product and a description.

    For information on creating new display templates, see Example Process of Creating Display Templates for Categories.

    Image

    Select an image file associated with the category.

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