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)
Select or create your Category from the Categories page, and apply it to multiple products at once.
Click 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 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 performs as expected.
If you are having trouble submitting your Bulk Upload, please read 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, click 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 does not delete the products associated with it—it simply removes 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 three 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, you can indirectly affect Collections 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.