Categories

Managing your categories and using category-specific filters.

Chris avatar
Written by Chris
Updated over a week ago

Assigning products

There are three different ways to assign a category to a product in Thrive. Here's a quick video 🎥 of all three options, as well as written instructions below:

1) From the Categories page (in bulk)

  • From the Categories page, select or create your Category, and apply it to multiple products at once.

  • Click on the "Apply to items" button on the selected Category, then choose which items you'd like to assign.

2) From the individual product (one by one)

  • From the Products page, click on the product you want to edit. In the Categories section, add or create your category by typing the name as shown below:

3) Via Bulk Upload Spreadsheet (in bulk)

Go to the Products page, click the "Actions" button, and select the "Edit Products" spreadsheet. Once it's generated, the Category column will be available for you to edit.

  • NOTE: Categories are case-sensitive and should be separated by a comma. If you have any questions about this, please try testing it out on a few products before diving all in to ensure it's performing as you would expect.

If you are having issues submitting your Bulk Upload, please take a look at this article for troubleshooting tips.

Additionally, whichever category appears first in the Edit Item panel will be the primary Category in the point of sale. Square only supports one category per product. This means that the first category listed in Thrive will be the category assigned in Square. To see exactly what is synced out to sales channels, click here!


Creating a Category

To Create a Category, simply click on the Create Category button and enter your new Category.

NOTE: Images added directly to a Category will not be synced out to your sales channels. To see exactly what is synced out to sales channels, click here!


Editing or Deleting a Category

To Edit or Delete a Category, simply click on the Category name and enter the updated name or click on the delete button at the bottom of the panel.

Deleting a category will not delete the products associated with it— it will simply remove the category from your products.

  • NOTE: Deleted Categories will not appear on Inventory Reports for historical record keeping.


Subcategories

We also offer the option to further segment categories into subcategories. For more information, please read this article:


Filtering by Category

On the Products page:

Simply click on the filters button at the top of the page and select the preferred Category (or Categories) you'd like to see on the page:

On Reports:

You'll find the filters button just above the breakdown of the report:


Things to Note:

  • Category names must be at least 3 characters long.

For Shopify users: 

  • Categories (in Thrive) map to the "Tags" field in Shopify.

    • You can create "automatic collections" in Shopify which populate themselves based on product tags and conditions set directly in their platform. If you set up automatic collections in Shopify, then you can affect Collections indirectly from Thrive. Click here to learn more about that process.

    • Collections in Shopify are not directly editable in Thrive. Changes in the conditions of a collection, need to be edited in Shopify.

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