Published at: 2026-10-12

Configure mall categories and product classification

Configure mall categories and how product classification is displayed.

Before you begin

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Applicable scope: ShareOrder Professional Edition.
Role and permission: Use an admin account with ShareOrder management permission.
Prerequisites: Prepare test accounts, products, and price data.

Steps

Mall categories

Business scenario

CRM product classification mainly serves internal product-system management. The classification logic is often not intuitive for dealers, resellers, and end customers, so product selection is inefficient.

To solve this, ShareOrder provides Mall Category. It uses mainstream ecommerce category management so companies can define easy-to-understand mall categories that match customer habits, improve selection efficiency, and increase channel ordering.

Feature configuration

Enable the mall category plugin

After the mall category rollout, the Mall Category plugin appears in Setup Guide > Business Plugins.

##### Enable mall categories

Click Enable Now to initialize mall categories.
After initialization, the system adds objects such as Mall Category and Mall Category Related Products. Click settings to open the mall category menu.

##### Category management

Create a mall category

Manually create a mall category. It is hidden by default. After you maintain related products, set Display to Yes.

Relate products to a mall category

SKU and SPU modes are supported.

If the company has not enabled the Merchandise object, relate the product object. If it is enabled, relate the merchandise object. After you relate merchandise, products of all specifications automatically get the mall category.

Besides relating products on the mall category, you can also select the mall category on the product or merchandise object.

Import from product classification

Besides creating mall categories manually, you can import from CRM product classification. During import, you can select products to bring in.

Import mall categories from CRM product classification

Select products when importing categories

Configure the Partner Portals menu

After you configure categories, configure the menu in Partner Portals. Add the New Mall menu.

Add the New Mall menu in Partner Portals

NOTE: V960 supports web only.

User actions

Order clerks place orders in New Mall. The new mall shows products by mall category.

Besides enterprise portals, mall categories also work on site portals. See Web site portals.

Other notes

Mall category vs mall classification

NOTE: Mall categories have a similar purpose to the previous mall classification, but they are more flexible. They support multiple malls, each category can relate products, and one product can relate to multiple mall categories. Treat mall category as an upgrade of mall classification. Use mall categories directly.

For companies that already enabled mall classification, upgrade to Mall Category.

Product classification display

Admins can set different classification-tree display methods based on the company’s product or merchandise classification levels. This configuration supports web and mobile.

Configure mobile level-1 categories to stay pinned at the top.

Mobile pinned category effect

Expected results

Use a test account to confirm the saved settings take effect on the related pages and records.

Undo or roll back

Return to the configuration entry, restore the previous switch, layout, or rule values, and re-verify with a test account.