It’s time to plan your store navigation and add categories.

We recommend that you start with a small group of your best-selling items, and then continue to add more items later. The sooner your store is up and running, the sooner you can begin generating sales!

Planning Your Categories

The structure and names of the ecommerce categories that you create now will actually form the navigation of your Magento store. Although these ecommerce categories come directly from Counterpoint, please note that they are not the same as your inventory categories in Counterpoint!

Similar to the organization of a physical store, the structural goal for your online store is to make it easy for your customers to find and purchase items. Your customers already think of your merchandise in terms of departments, sections, vendors, etc., or in ways that your physical stores are arranged.

You can define an unlimited number of ecommerce categories and subcategories—up to eight levels deep. And you can list a single item in as many categories as you want.

TIP: The fewer clicks it takes to get to your merchandise, the better! In other words, the fewer category levels of merchandise in your online store, the quicker your customers can get to the items they want to buy. We recommend no more than two or three category levels!

Tips for Creating Categories

Online sales frequently fail because shoppers cannot find the products that they want to buy. It’s important to have a well-planned category structure:

  • Think about departments in your store. Create category names that are meaningful to shoppers.

  • Use natural language in category names. Incorporate your target keywords into your category names. Resist using all UPPER CASE letters and symbols such as &.

  • To facilitate organic search engine optimization (SEO), name your product categories and sub-categories using high-volume, multi-keyword search phrases. Similarly, be sure to include all your best categories as top-level categories. Because top-level categories display on every page on your site, search engines are more likely to find them. Learn more about SEO and keywords in Ecommerce Success: Tips & Techniques

  • Add items to multiple categories to give shoppers multiple ways to find items in your store, for example:


Sporting Goods

>Sports Equipment
- Nike Pro Tour Golf Bag
- Men’s X8 Snowboard
>Sports Apparel
- Youth Baseball Jersey

Shop by Brand

- Nike Pro Tour Golf Bag
- Youth Baseball Jersey
- Men’s X8 Snowboard

Shop by Season

>Summer Sports
- Nike Pro Tour Golf Bag
- Youth Baseball Jersey
>Winter Sports
- Men’s X8 Snowboard

Category Worksheet

It’s a good idea to plan your category structure on paper. You can use up to eight levels, but we recommend no more than three levels. Complete a similar worksheet for each Category level 1.

Category level 1:Identify the top-level categories

Sub- Category level 2:For each top-level category, identify appropriate subcategories.

Sub-Category level 3:For each subcategory, identify any additional subdivisions.

Adding Ecommerce Categories

Counterpoint: Setup / Ecommerce / Categories

In NCR Counterpoint, select Setup / Ecommerce / Categories and use the drag-and-drop category editor to add additional ecommerce categories and subcategories. You can also change category names, delete categories, assign images and descriptions to each category, and add items to each category.

NOTE: The ecommerce categories defined here are not directly related to your Counterpoint item categories.

TIP:To print a list of all the categories defined so far, select Setup / Ecommerce / Reports / Categories. You can also print any items that have not been assigned to any ecommerce categories.

You can display an item in an unlimited number of categories. To change the category sort orders for Magento you can move the categories up or down in Counterpoint.

Note: Category Descriptions, Images and Meta Data should be populated in the Magento Admin

Working with Category Screen in Magento

Magento: Products/ Categories


Make sure that ALL categories are created underneath the Top-level Category. Is this example Default Category is the Top Level Category which is NOT visible on the website front-end.

Categories that are Greyed out have been marked as "Is Active: No". Greyed out categories will NOT show up on the website front-end

Example of how this eCommerce Category Tree can look on the website front-end

Basic Settings and Content Section


The Basic Settings area defines your category. Information such as Name and Image will be uploaded from NCR Counterpoint and should not be changed in Magento. Is Active will allow you to disable a category so it is not visible on the web.

TIP: In Magento 2, the URL Key is defined by the Category name. Care should be taken to avoid using the same name as a product or page to avoid issues.


Meta Keywords and Descriptions will help search engines to find your category pages. Meta Keywords and Descriptions will not be uploaded from NCR Counterpoint and will need to be added to all categories and subcategories in Magento.



Display Settings Section

The Display Settings section allows you to adjust the visual settings of your category. Display mode gives you options like display only products, displaying products and a static block, or just a static block.

CMS blocks can be displayed on your category page. All available static blocks will be displayed in the list.


TIP: Not all static blocks may be available for display on your category pages. This can depend on your settings inside the category as well as where the CMS block is set to display.


The Is Anchor setting allows you to use the category as a settings anchor for its subcategories. Configure the category how you want, then choose Is Anchor. For all subcategories underneath the category, choose Use Parent Category and the subcategories will inherit the settings of the category to which they are assigned.


Search Engine Optimization Section

 Include SEO target keywords and phrases in your meta information to facilitate organic search engine optimization.

Products in Category Section

The Category Products tab will let you see all of the products that have been assigned to the particular category

  • Note: You can control the position that the products are displayed

Design/ Schedule Design Update Sections

These sections allow you to make appearance changes to a specific category or subcategory. You can specify whether the category should always reflect the custom design or indicate a date for the custom design to revert back to the non-customized design. This is a nice setting for the holidays!