Sub categories (also known as nodes) categorize products within a category. You can add multiple sub-categories/nodes to categorize products within a category.

Before You Begin

You must have an existing top-level category.

To create a new sub-category within a Category


Note

You cannot add a sub-category to a category that has products associated to it.


  1. On App Menu, click Conga CPQ Admin and then click the CPQ Admin tab. The new admin console is launched.
  2. On the Catalog menu, click Manage Catalog
  3. Search and click the category you desire to be the parent category. The category details page is displayed.
  4. Click ASSOCIATED CATEGORY. Click New Category. Or click New Category on the category details page. Create New Category pop-up is displayed. 
  5. On the Create New Category, check that the desired parent category is selected. Search or use arrow icons at the bottom to find the desired category.
  6. Fill in the information as explained in the table below.

    Field Name

    Description

    Name

    Enter a name for the category.

    Label

    The label name is populated automatically.

    Default Search CategoryWhen selected, Default Search Category displays the product by default under the category or sub-category in the catalog page. If not, the user has to first select the category from the category panel or the browse section to see the product.
    Expanded By DefaultIndicates that the hierarchy is expanded at all times in the catalog page
    Hide All Search FiltersIndicates that all the search filters on the catalog page in Narrow Your Search and Refine Your Search sections are hidden.
    Include In Totals ViewIndicates that the mode is displayed in the totals view on the shopping cart
    DescriptionEnter a description of the category.
    Long DescriptionThe Long Description is displayed for categories that have bundle products on the Options page.
    Upload ImageYou can add a small image like a symbol or icon for the sub-category. Click Browse to select an image from your local machine.
  7. Click Save.

The sub-category is created and added as a node to the hierarchy.