Product Catalog Categories

1. Business Scenario

The current product categorization in the CRM system primarily serves internal product management. However, its classification logic often appears unintuitive to Distributors, resellers, and Terminal customers, resulting in inefficient product selection.

To address this, we introduce the new Storefront Categories feature. This functionality adopts mainstream e-commerce platform categorization management, allowing businesses to customize customer-friendly and easily understandable storefront categories. This enhances product selection efficiency and boosts channel order placement.

2. Feature Configuration

2.1 Enable Storefront Categories Plugin

After enabling the “Storefront Categories” feature (currently in beta), navigate to [Configuration Guide] > [Business Plugins] to locate the “Storefront Categories” plugin.

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1) Click [Enable Now] to initialize Storefront Categories.

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2) After initialization, new objects including [Storefront Categories] and [Storefront Category-Product Associations] will be created. Click Settings to access the Storefront Categories menu.

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2.2 Category Management

2.2.1 Add Storefront Categories

Manually add Storefront Categories. By default, new categories remain hidden. After associating Products, set the [Visible] field to “Yes”.

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2.2.2 Associate Products with Storefront Categories

Supports both SKU and SPU modes.

If the [Products] object is not enabled for your organization, the system associates with the Account object. If enabled, it associates with the Products object. After association, all product variants automatically inherit the Storefront Category.

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Alternatively, you can directly select Storefront Categories within the Products/Account object.

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2.2.3 Import from Product Categories

In addition to manual creation, you can import Storefront Categories from CRM product classifications. During import, you may optionally include associated Products.

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2.3 Configure Channel Portal Menu

After setting up categories, configure the channel portal menu to display the “New Storefront” option.

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Note: Version 960 currently supports Web only.

3. User Operations

Order personnel can place orders in the “New Storefront”, where products are displayed according to Storefront Categories.

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In addition to the enterprise portal, Storefront Categories are also compatible with site portals. For details, see: Web Site Portal

4. Additional Notes

4.1 Storefront Categories vs. Storefront Classification

Note: While Storefront Categories serve a similar purpose to the previous Storefront Classification, they offer greater flexibility (supporting multiple storefronts, allowing each category to associate with products, and enabling one product to belong to multiple categories). Consider Storefront Categories as an upgraded version of Storefront Classification, and we recommend adopting them directly.

For organizations already using Storefront Classification, we recommend upgrading to [Storefront Categories].

4.2 FAQs

1. Storefront Categories are currently in beta. Organizations may apply for access after 07/12/2025.
2. Enabling multi-storefront: ShareOrder initializes as one store management record, migrating to the multi-storefront framework. Both ShareOrder and Parts Storefront support Storefront Categories.
3. When product mode is enabled, Storefront Categories associate with corresponding Products, and the Storefront Category field becomes non-editable in product records.