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Step-by-step

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Guide To Category Clusters 

1.

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Turn on Cluster Maintenance

4.     A Line Type is a header to which

1. In the CMS, navigate to

Settings → Feature Management.

2.     Locate Cluster LineType Maintenance and click Configure.

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3.     Click Add New Line Type.

1. Settings → Feature Management → Products & Categories and toggle on Cluster Line Type Maintenance.
   
   
2. Click Configure. 
   
3. A 'line type' is a header you will add products

.5.     We

1. to. Here, we are going to create some Category Clusters to put compulsory and optional products in based on the school year.

Therefore,

1. So we will create two

(2)

1. line types: Compulsory and Optional.

6.     Enter a name

1.  Click Add New Line Type. 
   
   
2. Enter details for Line Type, HTML Prefix, and HTML Suffix.
   
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7.     Click Save & Exit and repeat for the Optional Line Type

1. 
   
2. Click Save.
   
3. For our example, repeat steps 3-5 to create the Optional line type.
   
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8.     Navigate to Product & Categories → Cluster LineType Maintenance.  Anchorstep8step8

9.     You will see the ones you just created in the Settings → Feature Management. 

10.   Navigate to Products & Categories → Category Maintenance.

11.   We need to create a Category Cluster.

12.   Type in the name of your new Category and click Create.

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13.   The system will create the category and add it to the bottom of the category list. Click Edit.

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14.   To turn a category into a category cluster, change Enable Cluster to Yes.

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15.   Click Save & Exit.

16.   The category changes from 0 products to 0 clusters.

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17.   We will now build our Cluster; hover over Options and select Cluster.

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18.   We will add a header called Compulsory.

19.   In the Description field, type the name of your heading.

20.   Then select the Type as Compulsory. Click Add None Product.

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21.   Repeat the steps to create an Optional Products header with Type as Optional.

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22.   Now

2. Turn a Category into a Category Cluster

A category has to be enabled as a cluster in its Category Maintenance page. 

1. Navigate to Products & Categories → Category Maintenance.
   
   
2. In Add New Category..., enter the category name and click Create. The category will be added to the bottom of the list. 
   
   
3. Click Edit.
   
   
4. In Enable Cluster, select 'Yes'.
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5. Click Save & Exit. In the Category list, for this category, '0 products' has changed to '0 clusters'.
   
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3. Build a cluster for a category

1. In the Category list, hover over Options for the category and select Cluster.
   
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2. In Description, add the header for the cluster. For the example, we will add the header 'Compulsory'.
   
   
3. In Type, select a line type. Here, we will select 'Compulsory'. 
   
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4. To save this line type to the category, click Add None Product.
    
5. Repeat steps 2 to 4 for each extra line type you need. (For the example, we have added 'Optional'.)
   
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4. Add Products to Cluster Types

Now we need to add some products to each

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cluster type.

1. In the Category list, click Edit for the line type you want to add products to. 
   
   
2. In Product Search

field

1. , type in the name of a product and click Add Product

.

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23

1. .

 

1.  The

system

1. product will

position the product

1. appear at the end of the list.

Simply drag

1.  
   
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2. Drag and drop it under a

heading

1. header. In our example, we

are adding

1. will add our first product to our

compulsory list

1. Compulsory type.
   
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24.   Repeat

1. Repeat steps 2-3 for all the products you want to add to

this

1. each type in the Cluster

Category

1. .
   
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25.   For each product in the Compulsory list, those that customers must purchase, click Edit and tick Is Compulsory. You can also set a Suggested Quantity.

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5. Edit product details in a cluster

1. For each product, click Edit.
   
   
2. Edit any of the fields as required.
     Description: name of the product
     Suggested Quantity: (optional) 
     Is Compulsory: check the box if the product must be purchased.
     Tags: tags are used to associate products when the line type asks the buyer to choose a product from a list of two or more. (See below. -line type 'Choose One') 
   
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3. When you have finished editing, click Save.

26.   You can also configure a choice between products. For instance, we are going to allow people to choose either Sight Words Readers (CV187) or Sight Words Flash Cards (CV186).

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Note
You must hit return so the tag displays above the Add Tag... field with a little x next to it.

35.   Save your changes.

36.   Click Edit next to CV186.

37.   Tick Is Compulsory and set Suggested Quantity to 1.

38.   In the Add Tag... field, type in CV187 and hit return. This tells the system that CV187 is CV186's partner product.

39.   Save your changes.

40.   Click Save to save the changes to your Category Cluster. The system will advise you that you will need to refresh the Cache Management.

41.   Save and Exit and navigate to Settings → Cache Management.

42.   Next to Product Cache, click Clear Cache.

43.   When the process completes, click Close.

Let's test the new Cluster Category.

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