Category Cluster Maintenance

Step-by-step Guide To Category Clusters 

1. Turn on Cluster Maintenance

1. In the CMS, navigate to 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 to. Here, we are going to create some Category Clusters to put compulsory and optional products in based on the school year. So we will create two line types: Compulsory and Optional. Click Add New Line Type. 
   
   
4. Enter details for Line Type, HTML Prefix, and HTML Suffix.
   
   
   
   
5. Click Save.
   
6. For our example, repeat steps 3-5 to create the Optional line type.
   
   

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'.
   
   
   
5. Click Save & Exit. In the Category list, for this category, '0 products' has changed to '0 clusters'.
   
   

3. Build a cluster for a category

1. In the Category list, hover over Options for the category and select Cluster.
   
   
   
   
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'. 
   
   
   
   
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'.)
   
   
   
   

4. Add Products to Cluster Types

Now we need to add some products to each cluster type.

1. In the Category list, click Edit for the line type you want to add products to. 
   
   
2. In Product Search, type in the name of a product and click Add Product. The product will appear at the end of the list. 
   
   
3. Drag and drop it under a header. In our example, we will add our first product to our Compulsory type.
   
   
   
4. Repeat steps 2-3 for all the products you want to add to each type in the Cluster.
   
   

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') 
   
   
   
   
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).

27.   To distinguish those products from the other compulsory products, we will create a new Line Type Header called Choose One. If you forget how to do that, refer to step 8 and click Add New Line Type.

28.   Navigate back to our Category Cluster: Products & Categories → Category Maintenance. Hover over options next to your cluster and select Cluster.

29.   Type a description: Choose One Compulsory with a type of Choose One.

The header does not have to have the same name as the Cluster Line Type.

30.   Add your new heading just before the Optional Products heading.

31.   Drag your two products under the new heading. In our example, those products are CV186 and CV187.

We need to tell the system that the customer can buy CV186 or CV187, but they don't have to purchase both.

32.   Click Edit next to CV187.

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

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

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.

Head to your website.

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