Introduction
The product catalog feature is designed to easily configure the products offered to sell in the end-user applications.
The catalog is composed of categories and products. Categories can include other categories and products without limits. The only limit is that the categories can be nested only up to the third level started from the root. It's also worth mentioning that one product could be assigned to more than one category.
Before You Start
You must have permissions to access the Product module in PGM.
Settings
The following settings are available when adding or editing a product category:
Name: The display name for the category. This field is required and has a 100-character limit.
Parent category: Assigns the current category as a subcategory under a selected parent. This is an optional, single-select field; you can clear the selection to make it a top-level category.
Add translations: This button opens the Edit name translations modal. Here, you can provide different names for the category based on the Language. Enter the translated text in the Translation field.
Visible in the application: A multi-select checklist that determines which applications (e.g., Client Portal, API) can access and display this category.
Products: This tab contains a product-chooser field that allows you to assign specific products to this category.
Instruction
How to View the Product Catalogue
Navigate to the Sale module.
Select Product catalogue from the menu.
The system displays a hierarchical tree-view of all configured categories.
Each category displays its Name, the total number of products it contains (e.g., "5 products") , and tags for which applications it is visible in.
If no categories exist, the system will display the message "Product catalog is empty".
How to Add a New Category
You can add a new top-level category or a subcategory.
To add a top-level category:
Click the Add category button in the main view header.
To add a subcategory:
Find the desired parent category in the tree view.
Click the dropdown menu icon (three dots) on the right side of the category row.
Select Add subcategory.
After initiating either action, the Add category modal will appear.
On the Category details tab, complete the required fields:
Enter a Name for the category. This field is required.
(Optional) If adding a top-level category, you can select a Parent category. If adding a subcategory, this field will be pre-filled with the parent you selected.
(Optional) Select the applications where this category should be Visible in the application.
(Optional) Click Add translations to add language-specific names, then click Save in the translations modal.
Click the Products tab.
Use the product chooser to find and add all products that should belong to this category.
Click Save. The system submits the new category data and refreshes the list.
How to Edit an Existing Category
Find the category you wish to modify in the tree view.
Click the dropdown menu icon.
Select Edit.
The Edit category modal will appear, displaying the category's name in the header.
You can modify the Name , change its Parent category , update its Visible in the application settings , or add/edit Products.
Click Save to apply your changes.
How to Manage Category Order
You can change the vertical display order of categories that share the same parent.
Find the category you wish to move.
To move the category up one position, click the up-arrow icon. This icon is hidden if the category is already the first item in its group.
To move the category down one position, click the down-arrow icon. This icon is hidden if the category is already the last item in its group.
The system will process the move and refresh the tree view.
How to Delete a Category
Find the category you wish to delete.
Click the dropdown menu icon and select Delete.
The Delete category modal will appear, displaying the category's name.
The system checks if the category contains any products and displays one of two messages:
If empty: The modal will state, "This category is empty.".
If not empty: The modal will display a Warning stating, "This category is not empty." and provide the following advice: "If you delete this category all products included will be detached from this category as well. Move products to another category before you delete it.".
Click Delete to permanently remove the category.
Click Cancel to close the modal without deleting.
Client Portal Visibility
This is how Product Catalog will look on Client Portal
Hints
Success Notifications: After successfully saving a category, a "Product category was successfully saved" notification will appear. After deleting, a "Category was successfully deleted" notification will be shown.
Consequence of Deletion: Deleting a category that still contains products will not delete the products. It will only detach them from the category, making them uncategorized.
Automatic Refresh: When you add, edit, or delete a subcategory, the system automatically refreshes its parent category and expands the node to show the changes. Modifying a top-level category refreshes the entire list.
Application Tags: The tags appearing next to a category name on the main view (e.g., "Api", "ClientPortal") are color-coded for quick identification.
Use Case Examples
Example 1: Creating a New "Apparel" Top-Level Category
Goal: Create a new main category for clothing products.
Steps: From the main Product catalogue page, click Add category. On the Category details tab, enter "Apparel" in the Name field. Click the Products tab and add "T-Shirt" and "Hat." Click Save.
Example 2: Creating a "Hats" Subcategory
Goal: Organize different types of hats under the "Apparel" category.
Steps: Find "Apparel" in the tree, click its dropdown menu , and select Add subcategory. In the modal, enter "Hats" in the Name field. The Parent category field will correctly show "Apparel". Click Save.
Example 3: Making "Apparel" Visible in the Client Portal
Goal: Allow members to see and buy apparel from the Client Portal.
Steps: Find "Apparel," click the dropdown menu , and select Edit. In the Visible in the application section, check the box for "ClientPortal". Click Save. The "ClientPortal" tag will now appear next to the category name.
Example 4: Adding a French Translation for "Apparel"
Goal: Add the French translation "Vêtements" to the "Apparel" category.
Steps: Edit the "Apparel" category. On the Category details tab, click Add translations. In the modal, find the row where Language is "French" and type "Vêtements" into the Translation field. Click Save on the translations modal, then Save on the category modal.
Example 5: Safely Deleting an Old Category
Goal: Delete an obsolete "Old Merchandise" category that still contains products.
Steps: Click the dropdown menu for "Old Merchandise" and select Delete. The modal shows a Warning that the category is not empty. Click Cancel. First, Edit the "Old Merchandise" category, go to the Products tab, and remove all assigned products. After saving, click Delete again. The modal will now show "This category is empty.". Click the final Delete to confirm.