To understand Magento 2 Categories, you can watch this video or read the tutorial below.

Introduce Magento 2 Categories

Product categories are the bone of every online store. If you are a store owner, you have to spend every time to research, plan and create excellent categories to effectively manage your store products. Not only do good categories help you to manage your products, but they can also help the customer to easily find the products on your online store website.

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Content Management System (CMS) Magento 2 gives you a lot of support in creating new categories. It is very simple to create product categories in Magento 2. Today, I will show you the way to create a category. But first, you need to know some basic knowledge about root-category and sub-category.

The differences between root-category and sub-category

In some Magento forums, many Magento 2 users have several questions about root category. It’s easier to be familiar with subcategories than root category. Store product will normally be organized as sub-categories and under a root category.

The category structure is like an upside-down tree, with the root on top. All categories in your catalog are nested below the root. Because the root category is the highest level of the catalog, your online store can have only one root-category active at a time. However, you can create additional root categories for alternate catalog structures, different stores, and views. Unlike sub-category, root-category is not visible to your customers and does not have an URL key.

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When you start to build category structure for a new Magento 2 website, in category dashboard, there is only one root category which is named as “Default Category”. You can change the name and organize the position of any root-category or sub-category by using left click and drag them.

Set up store category in Magento 2

One of the key features of Magento 2 CMS is its support for multiple stores. You can host and manage several entirely different online stores  and this can be done with a single Magento 2 installation. Each store pulls its products from a Root Category.

  • If you have only one online store, you just need only one root category.
  • If you are running several different online stores, but all them are selling  same products, you can assign the same root category to all of them.
  • If you want to have different stores carry different products, you will want to create a Root Category for each store.

Once the Root Categories are set up, you can add more sub categories and organize your product line. These categories need to be set before you set up your stores.

How to create a Root Category?

Creating a root category is really easy, you can follow 3 simple steps below:

Step 1Navigate to Product >> Categories. Then click on “Add Root Category” button located on the left-hand side of the page.

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Step 2Fill in the information in blank spaces. There are four tabs which you can use to set options for this root category.

  • General Information – General options for the category including its name, active setting, thumbnail image, category page title, and keyword(s).
  • Display Settings – Determines how your products are displayed on the category page.
  • Custom Design – Adds your custom design options to a category.
  • Category Products – This is where you assign products to a given category. If you have one site/store being hosted from your Magento install, this would likely include all of your active products.

In the basic level, you should focus and fill the information in only 2 tabs which are General Information tab and Display Setting tab.

1 In General Information tab:

Name Enter the name of the root category.
Is active If you want to active this root category, choose Yes.
URL key The URL leading to this directory
Description Fill the Description about this category.
Image You can upload an image for this category and it will be set as thumbnail image
Page Title The title of the page that will show on your browser’s tab
Meta Keywords Used by search engines to index the category’s page
Meta Description This description will help search engines to better understand the content of the category
Include in Navigation Menu If you have more than 1 root categories you will need to set this to “Yes”.

2 In Display Setting tab:

Display Mode You can select the way that your category show up in front end. There are 3 options: “Product only”, “Static Block”, “Static Block and Product”
Is Anchor If you want this category page to display the “Filter by Attribute” section of layered navigation, choose “Yes”
Available Product Listing Sort By Skip it or clear the check box to edit
Default Product Listing Sort By
Layered Navigation Price Step

Step 3Hit the “Save Category” button.

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How to Create a Sub Category?

Step 1Click on the category that you want to create a sub category then hit the button: “Add sub category”.

For example: If you want to create a sub category named “B” under a category named “A”. First you need to click on category A.

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Then hit the “Add sub category” button.

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Step 2and Step 3Do the same way to create a root category as mentioned above.

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Fill the information and press Save, now we have  sub category B under category A.

How to apply a New Root Category to your Store?

Step 1On Admin slide bar menu, choose “Stores >> All Stores”.

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Step 2In All Stores dashboard, tap on Main Website Store.

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Step 3Choose the root category that you want to assign then press the “Save” button.

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That’s all about how you can create a category and configure it in Magento 2. Hope this will help you. Thanks for reading!


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