Video Walkthrough
Overview
Organize your order forms with clean, clickable categories to make it easier for customers to find what they need. Order form categories give you flexibility and control over how your products are organized and presented to customers on your order forms. Instead of having to scroll through a long list of products and add-ons, your customers will be able to filter by category to find exactly what they’re looking for. Read on to learn how to configure categories for your order forms.
Setup Steps
Assign Products to an Order Form
Navigate to Order Forms, then click ‘Edit’ next to the order form you would like to edit.
Scroll down to the ‘Products and Categories’ section.
Select either the 'Main Products' or 'Add-on Products' tab, then click the ‘Manage Products’ button. You can then choose the products you would like to display on your order form from the list of your existing products.
Use the search bar to search for specific products by title or use the tags filter to display a specific range of products.
Select one or multiple products to add to your order form.
Click the 'Update' button to save any changes.
NOTE: If a main product has specific add-ons associated with it, you will have the option to add those add-on products to the order form when the main product is added. You can also view and edit the add-ons in your order form in the 'Add-on Products' tab.
Create an Order Form Category
In the same 'Products and Categories' section, click the 'Manage Categories' button to begin creating your categories.
Enter a name for your Category and select an icon that will be displayed with the category on your order form. Displaying icons for categories can be toggled on or off.
Use the check boxes next to each category name to hide or display the category within the selected section of the order form (Main Products or Add-on Products).
Click on the three dots to the right of each category to edit or delete the category.
NOTE: Categories are shared between main and add-on products within an order form. Deleting an order form category will cause all products within that category to be moved to the ‘No assigned category’ section of the order form.
Within the ‘Products and Categories’ section, you can click and drag categories to adjust the order in which they will be displayed on your order form.
Assign Products to Categories
Once both products and categories have been added to an order form, simply drag and drop a product to the category you want it to display under on your order form. You can hold down the shift key and click on multiple products to drag and drop them together. You can also click the 'Move to category' button to select the category you would like to assign the product to.
Click the 'Update Products and Categories' button to save any changes.
NOTE: The order in which your products are arranged on the Main Products and Add-On Products page inside Aryeo does not affect the order your products will display on your order form. Your products will display in the order they are arranged in the 'Products and Categories' section of the Order Form Details page.
Changes to Current Categories
As part of this feature release, ‘Categories’ that can currently be assigned to products will be renamed to ‘Tags’. Any Categories that were previously assigned to your products will automatically be converted to a ‘Tag’, and remain associated with the product.
You can continue to assign tags to your products in order to more easily find them
when searching for products.
FAQs
Q: Will I need to do anything when this feature launches for my customers to continue to see the same products in my order forms?
A: No, any products currently visible in each of your order forms will continue to be visible when this feature releases. By default, categories will not be visible on order forms and products will not be assigned to a category until you take action to do so.
Q: Do I need to display categories on my order forms?
A: No, this feature is completely optional to use. You can decide to show categories on some order forms, all order forms, or no order forms.
Q: What will happen to my current product categories when this feature launches?
A: Your current product categories will be renamed to ‘Tags’ to reduce overlap in naming and reduce confusion.
Q: Can I continue to filter products that display in each of my order forms using my current categories?
A: If today you use categories (soon to be renamed to ‘Product Tags’) to determine which products are available in an order form, your workflow will change slightly. Now, when creating a new order form, you will need to click the add button for main or add-on products, filter by the desired product tag, and then bulk select all products so that they can be added.
For any new products created with that tag, make sure to add them to the correct order form and category in the "Order Form Assignments and Categories" from the Edit Order Form page.
Q: Is there a maximum number of categories I can have?
A: No, you can create as many as you want.