As you build a SalesPresentation or SalesStore, products can quickly become difficult to manage and navigate.
Keeping products organized creates a cleaner experience for both your team and your customer.
There are two primary ways to organize products:
Drag and drop ordering
Product categories
Reorder Products with Drag and Drop
On the main product grid, hover over a product and drag it to a new position.
Drop the product where you would like it to appear.
The SalesPresentation or SalesStore will automatically update the product order.
This is useful for:
Highlighting featured products first
Grouping similar products together visually
Creating a better flow for your customer
Organize Products Using Categories
Categories allow you to group products together within the SalesPresentation or SalesStore.
For example, you may create categories such as:
Koozies
Pens
Drinkware
Apparel
Categories help customers quickly browse and filter products.
Create a Category
Open the Product Detail view for a product.
Within the Product toolbox, select Choose Categories.
Click Add Category, type the category name, and press Enter.
The category will immediately be created and assigned to the product.
💡 Pro Tip
The first time you create a category within a SalesPresentation or SalesStore, it becomes available for all other products in that document.
This means that as you continue adding products, you can simply select existing categories instead of creating them again.
For this reason, it is usually best to categorize products as you add them.
Products can also belong to multiple categories at the same time.
For example:
Apparel + Hoodies
Corporate Gifting + Pens + Premium Items
All categories exist on the same level. Nested or sub-categories are not currently supported.
Assign Existing Categories to Other Products
After creating a category, you can quickly assign it to additional products.
Open another product, select Choose Categories, and then select the existing category from the list.
This makes it easy to organize large SalesPresentations or SalesStores while products are being added.
Add Multiple Categories
Repeat the process to create additional categories as needed.
For example:
Koozies
Pens
Bags
Drinkware
Customer Category Navigation
Once categories have been added, they will appear at the top of the SalesPresentation or SalesStore.
Customers can click categories to quickly filter products and browse specific product groups.
The All Products category will always remain available.