Options & Categories

Make your catalog tidier and save yourself time.

The Options and Categories tabs on Store Manage are where you set up reusable pieces that keep your catalog consistent.

Categories

Categories are how the storefront is organized. When members visit the store, they see category chips across the top ("All", "Apparel", "Books & Media", etc.) that filter the catalog.

Adding a category

1. Go to Store → Manage → Categories.
2. Click + Add Category.
3. Type a name. Keep it short — it has to fit on a filter chip.
4. Save. The category is immediately available on the item editor.

Reordering categories

Drag the handle on the left of each row to reorder. Members see them in the order you set here.

Deleting a category

You can only delete a category that has no items in it. Reassign any items first (edit them and pick a different category), then delete.

Option Templates

An option template is a set of choices you use on multiple items. Instead of typing "Small, Medium, Large" on every t-shirt, you make one "Size" template and drop it in.

Creating a template

1. Go to Store → Manage → Options.
2. Click + Add Template.
3. Give it a name (e.g., "Shirt Size").
4. Add values. For each value:
   • Type the label ("Small").
   • Optionally set a price adjustment — a positive number adds to the item price, a negative number subtracts. Great for 2XL shirts that cost more.
5. Drag to reorder values. Buyers see them in the order you set here.
6. Save.

Using a template on an item

On the item editor, scroll to the Options section and pick a template from the dropdown. That's it — the item now offers those options at checkout.

Editing a template later

Changes you make to a template apply to every item that uses it. So if you rename "Small" to "S", every shirt updates. This is the whole point of templates — change once, applied everywhere.

Financial Categories

Financial categories are tags for your accountant's benefit. They don't affect what members see. Examples of useful categories:

• Merchandise — apparel, mugs, stickers.
• Publications — books, almanacs, printed guides.
• Workshops — class registrations, event passes.
• Dues — if you sell membership extras through the store.

When you add a financial category to an item, every sale of that item is tagged. Later you can export orders filtered by category to see exactly how much came in from each line.

Adding a financial category

1. Go to Store → Manage → Financial.
2. Click + Add Financial Category.
3. Name it in a way your accountant will recognize.
4. Save.