Instructions
In release 23.9 we released an updated Categories version (later to named Shortcuts). These Categories now give you the ability to:
- Add images to a Category.
- Add a link to a particular item including a punchout item.
- Move the Category icons in the Shopping home screen to suit your needs. (coming in October 2023 release)
The steps to create a Category remain the same, Categories are added to Views and are displayed on the Marketplace landing page for the users that are assigned to that View.
How to Create a Category
- Go to Product Manager > Views.
![A blue and white background with wordsDescription automatically generated](/sys_attachment.do?sys_id=04e42ce183d69218dcac5520ceaad3c3)
2. Click the name of a view to open it.
3. In the Categories section, click the cog button ![A blue and white logoDescription automatically generated](/sys_attachment.do?sys_id=c8e42ce183d69218dcac5520ceaad3c1)
4. Click the drop-down arrow from > Category and select the Type of option you wish to add:
![](/sys_attachment.do?sys_id=8ce42ce183d69218dcac5520ceaad381)
![](/sys_attachment.do?sys_id=80e42ce183d69218dcac5520ceaad3c0)
- In the Name field, type the name of the category.
![A screenshot of a computerDescription automatically generated](/sys_attachment.do?sys_id=80e42ce183d69218dcac5520ceaad388)
- In the Search field, type the keywords to search when a catalogue user selects that category. I.E Computer, Mouse, Keyboard
Separate multiple keywords with a space or Comma
- Repeat steps 2-4 for each category that you want to create.
- To add an icon to the Category the image must already be in your Media Directory. Click the
icon to bring up the options and select the image you need.
![A screenshot of a computerDescription automatically generated](/sys_attachment.do?sys_id=4ce42ce183d69218dcac5520ceaad37d)
How to create a Heading
- Go to Product Manager > Views.
![A blue and white background with wordsDescription automatically generated](/sys_attachment.do?sys_id=cce42ce183d69218dcac5520ceaad3c7)
- Click the name of a view to open it.
- In the Categories section, click the cog button
![A blue and white logoDescription automatically generated](/sys_attachment.do?sys_id=48e42ce183d69218dcac5520ceaad386)
- Click the drop-down arrow from > Heading
- In the name field, type the Heading in the box:6.
![A screenshot of a computerDescription automatically generated](/sys_attachment.do?sys_id=00e42ce183d69218dcac5520ceaad3bd)
- To add an icon to the Heading the image must already be in your Media Directory. Click the
icon to bring up the options and select the image you need.
![A screenshot of a computerDescription automatically generated](/sys_attachment.do?sys_id=c8e42ce183d69218dcac5520ceaad389)
How to add a Link to a Direct Item
- Go to Product Manager > Views.
![A blue and white background with wordsDescription automatically generated](/sys_attachment.do?sys_id=44e42ce183d69218dcac5520ceaad380)
- Click the name of a view to open it.
- In the Categories section, click the cog button
![A blue and white logoDescription automatically generated](/sys_attachment.do?sys_id=84e42ce183d69218dcac5520ceaad3c6)
- Click the drop-down arrow from > Item
![A white rectangular object with a white borderDescription automatically generated](/sys_attachment.do?sys_id=04e46ce183d69218dcac5520ceaad309)
- Select the cog button and a list of available items will appear for you to select.
![A screenshot of a computerDescription automatically generated](/sys_attachment.do?sys_id=c8e46ce183d69218dcac5520ceaad307)
Note: The logo for the item is taken from the image related to the item. If it is a punchout, it is the punchout logo. If the supplier has not attached an image to the item you have used, a logo will not appear.