The purpose of categories is to group products for the end user’s product selection. Categories are also used to group options within bundles. Follow the steps below to create and modify a category.

To create a Category

  1. On App Menu, click Apttus CPQ Admin and then click the CPQAdmin tab. The new admin console is launched.
  2. On the Catalog menu, click Manage Catalog.
  3. Click New Category. Create New Category pop-up is displayed.
  4. Enter a mandatory Name and Label.
  5. Select Active to activate the category. By default, the Active check box is already selected.
  6. Select one of the following from the Type picklist.
    • Offering
    • Offering and Option Group
    Only these two types are allowed for category creation. Option Group type is only available for option group creation on the Manage Option Group menu.
  7. Click Save.

Based on your category type selection; an Offering, or an Offering and Option Group type category is created and added.

You can create category hierarchies based on your business requirement. Select a Parent Category when you create a new category.

To modify an existing Category

  1. On App Menu, click Apttus CPQ Admin and then click the CPQAdmin tab. The new admin console is launched.
  2. On the Catalog menu, click Manage Catalog.
  3. Search and click the category to open the category details page.
  4. Modify desired fields as required.

    Field Name

    Description

    Name

    Enter a name for the category.

    Label

    The label name is populated automatically.

    Description

    Enter a description of the category.

    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
    Include In Totals ViewIndicates that the mode is displayed in the totals view on the shopping cart
    Hide All Search FiltersIndicates that all the search filters on the catalog page in Narrow Your Search and Refine Your Search sections are hidden.
    Search Filter Fields

    Selected filter fields are displayed in the Refine Your Search section. Select fields from the dropdown menu, click anywhere on the screen once selected all the desired fields.

    Long DescriptionThe Long Description is displayed for categories that have bundle products on the Options page.
    Catalog's Image(s)You can add an image like a symbol or an icon for the sub-category. Click Browse to select an image from your local machine.
  5. Click Save.

The category is modified and saved. After creating or modifying the categories, you must run the Category Maintenance batch job.