Use categories to filter locations by products or services they carry.

If your company sells a variety of products or services through stores, there is great value in allowing your customers to search for locations that carry the specific item (category) they want.  Your customers will appreciate this convenience, as it will save them the experience of visiting stores that don’t have the products they are looking for.   

Bullseye makes it easy to add these categories to your locations.  You can even include subcategories (subcategories address when companies have multiple levels-product families, products etc.).  

 

Adding these categories to your search requires two steps.  You must first add the category, then assign the category to the appropriate locations. Optionally, you can also create a subcategory.

Adding Categories

To add a category to Bullseye, go to Settings>Categories.  Once you get to the Manage Category page, select Add Category.  

 

You’ll be taken to the Add Category page.  See the example below:

 


 

Name is the required label of the category that will be seen by the user when they search.  It may be a product, service, ISDN number, etc. Simply type in the name.

 

3rd Party ID is sometimes used for custom Bullseye implementations, when developers are working with the Bullseye API.  It is typically an internal number that is used as a unique identifier to call the web service. 

 

Category Data is also used for custom Bullseye implementations with the API, when developers want to include additional information with the categories, such as sales documentation or technical documentation.

 

Select Save.

Assigning Categories

Note that categories can also be assigned by using the csv upload which is the preferred method if many locations need to be assigned to categories.

Once you have entered the appropriate information, select Save.  You will be presented with an option to assign the category to your locations.  It is feasible to assign categories in this fashion if you have a relatively low number of locations (let’s say less than two hundred or so).  If you have thousands, or even several hundred locations, it will be more convenient to assign categories when you upload your locations.

 

To assign categories in the admin, select the Assign Locations button on the edit category page.  You will see a list of your locations, in pages of 20 records as in the following screenshot.  You can assign the category to the appropriate locations by checking the appropriate locations on the left.  See the example below:



 

 

Check off the locations that need to be assigned to the chosen category.  Scroll through the pages by clicking on the arrows at the bottom of the page.  You can also search for specific locations by typing in the name of the location, and filter by country and active/inactive status under the advanced search option.

Adding a Subcategory

Once you have created and saved a category, you can add a subcategory if your company has multiple levels of categories.  Let's say you sell shoes as a main category, but you would like your users to be able to filter down to running shoes and work boots in a subcategory.  Next to the appropriate category, simply select Add Subcategory and enter the appropriate information.  See the example:

 


 

The information entered into the subcategory fields is identical to that of categories, with the addition that you can also assign the subcategory to all locations that are assigned to the parent category of the subcategory.  As with categories, the name is the only required field, and the 3rd Party ID and Category Data only applies to API integrations.

 

Enter the appropriate information and select Save when you are done.