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Manage Subcategories in Catalog

Use Manage Subcategories to create organization-specific subcategory names, control which subcategories are available for product assignments, and bulk reassign products between subcategories.

You can create multiple custom subcategories under each global subcategory, giving your organization greater flexibility in how products are classified without changing the underlying Treez subcategory used for compliance and other product behavior.

Coming Soon: Manage Categories and Subcategories will initially be available as a limited release for select organizations and must be enabled before it can be used.

Before You Begin

To manage subcategories:

  • Manage Subcategories must be enabled for your organization.

  • Your role must include the Catalog Management → Catalog Manage permission.

  • Custom subcategories are managed at the organization level and are available across its stores.

  • Global subcategories cannot be renamed or deleted, but they can be deactivated.

View Your Subcategories

  1. Open Catalog.

  2. Select Manage.

  3. Select Subcategories.

  4. Select a product category.

Global subcategories managed by Treez are identified by the blue Global label. Use the Status filter to view active or deactivated global subcategories.

Active subcategories appear in the product card dropdown. Deactivated subcategories are hidden from new product assignments.

Create a Custom Subcategory

  1. Go to Catalog → Manage → Subcategories.

  2. Find the global subcategory you want to customize.

  3. Select + Add Custom Subcategory.

  4. Enter the custom subcategory name.

  5. Save your changes.

Adding a custom subcategory does not reassign products already assigned to the global subcategory. Those products remain assigned to the subcategory until you reassign them.

Deactivate a Global Subcategory

Deactivating a global subcategory hides it from product assignments. Before deactivating it, reassign all products currently assigned to it to another subcategory.

Custom subcategories cannot be deactivated. They can be deleted when no products are assigned to them.

Reassign Products

You can reassign all products in a subcategory at once or edit an individual product.

Reassign All Products in a Subcategory

The bulk reassignment workflow moves every product assigned to the selected subcategory. You cannot select or exclude individual products from the job.

  1. Go to Catalog → Manage → Subcategories.

  2. Find the subcategory containing the products you want to move.

  3. Open its actions menu.

  4. Select the option to reassign its products.

  5. Select the destination subcategory.

  6. Review the confirmation and confirm the reassignment.

The destination dropdown includes all active subcategories within the same category.

When all products are reassigned from a custom subcategory, the empty custom subcategory is automatically deleted.

Products cannot be reassigned to a subcategory in a different product category. Additional restrictions apply when reassigning products to or from bulk and infused subcategories due to compliance requirements.

Reassign an Individual Product

To move only one product:

  1. Open the product in Catalog.

  2. Edit the product.

  3. Select a different subcategory.

  4. Save your changes.

The subcategory dropdown follows the same destination rules as the bulk reassignment workflow.

Track Reassignment Progress

A bulk reassignment may take a few moments, depending on the number of products affected.

Go to Manage → Reassignment Jobs to track its progress.

Impact on Automated Product Collections and Discounts

How subcategory rules are evaluated

Subcategory rules match the exact subcategory assigned to a product and do not roll up to parent (global) subcategories.

  • A global subcategory rule matches only products assigned directly to that global subcategory. It does not match products assigned to its custom subcategories.

  • A custom subcategory rule matches only products assigned to that specific custom subcategory. It does not match products assigned to the parent global subcategory or other custom subcategories under it.

How reassignment affects collections

Reassigning a product's subcategory can change which products are included in an automated collection that references a subcategory rule. The bulk reassignment confirmation modal displays the number of collections that reference the subcategory as a rule. Use this as a prompt to audit those collections before and after the reassignment completes.

Bulk reassignment does not update a collection’s rule for including or excluding products by subcategory. The rules continue to reference the original subcategory, but the products matching those rules may change because their subcategory assignments have changed.

  • Include rule: Products moved out of the referenced subcategory are removed from the collection.

  • Exclude rule: Products moved out of the referenced subcategory are no longer excluded and may appear in the collection.

If a custom subcategory is auto-deleted after all its products are reassigned, any rule referencing it will display the original subcategory followed by "(deleted)". This label is for display purposes only; the rule remains unchanged and follows the same behavior described above based on the products’ new subcategory assignments.

After completing a bulk reassignment that references impacted collections, review your automated collections:

  1. Open Collections in Catalog.

  2. Review automated collections that use subcategory rules.

  3. Find rules that reference the reassigned or deleted subcategory.

  4. Confirm that each collection still includes or excludes the intended products.

  5. Update the rules as needed.

Custom Subcategories in Treez Ecommerce

Custom subcategory assignments from Treez automatically update products in Treez Ecommerce. The new subcategory names appear on product listing pages, product detail pages, and in filters.

Create a New Subcategory Page

To create a page for the new subcategory, such as /collection/vape:

  1. Log in to your Treez Ecommerce admin dashboard.

  2. In the header, open the Status dropdown menu.

  3. Select Purge Cache.

The new subcategory page is automatically created when the cache purge is complete.

Update Your Sitemap

After adding new subcategories to Treez Ecommerce, rebuild your sitemap to include the new subcategory paths:

  1. Log in to your Treez Ecommerce admin dashboard.

  2. In the header, open the Status dropdown menu.

  3. Select Purge Cache & Publish.

  4. After the process is complete, submit your updated sitemap to Google. See How to Update Your Sitemap in Google Search Console for instructions.

Update Custom Subcategory Pages in Prismic

If you previously created a custom subcategory page in Prismic and then change that subcategory's name in Treez, you must either:

  • Archive the old subcategory page.

  • Set the page's SEO settings to noindex and nofollow.

You can also create a new custom subcategory page in Prismic and add your own content. Set the page UID to match the new custom subcategory name from Treez. For example, use kief-infused for a custom subcategory named Kief Infused.

Frequently Asked Questions

What does the Global label mean?

Global identifies a standard subcategory managed by Treez. It provides the underlying product classification used across Treez.

Can I rename or delete a global subcategory?

No. Global subcategories cannot be renamed or deleted. They can be deactivated to hide them from new product assignments.

Are existing products reassigned when I create a custom subcategory?

No. Products already assigned to the global remain assigned to it until you reassign them.

Can I reassign only some products from a subcategory?

The bulk reassignment workflow moves all products in the selected subcategory. To move only one product, edit that product directly in Catalog.

How are my collections and discounts affected?

The collection’s subcategory rules remain unchanged, but the products matching those rules may change when products are reassigned to a different subcategory. As a result, discounts using the collection referencing the original subcategory may apply to different products. Review affected collections and update their rules as needed.

Where will the custom subcategory appear in SellTreez?

Across most SellTreez surfaces that currently display a product’s subtype or subcategory, the custom subcategory appears in place of the global subcategory. If no custom is assigned, the global subcategory appears instead.

Where can I see both the custom and the underlying global subcategory assigned to a product?

The Product List and Inventory Adjustment pages display both values for products assigned to a custom subcategory. This makes it easy to verify the underlying global classification without returning to Catalog.

How do custom subcategories appear in reports?

In-app reporting labels and filters display the custom subcategory as a subtype if one is assigned. CSV exports display the assigned custom subcategory in the Subtype column. If no custom is assigned, that column displays the global subtype. The underlying global subtype is also included in a separate column under Treez Global Subtype.

Do historical and current records display the same subcategory?

Historical sales records reflect the subcategory assigned at the time of the event. Inventory records reflect the product’s current subcategory assignment.

How do custom subcategories appear in Dispensary API responses?

Dispensary Product, Ticket, and Inventory endpoints include subcategory_display_name wherever the response already includes subtype.

subcategory_display_name returns the assigned custom subcategory or falls back to the global subcategory. The existing subtype field continues to return the underlying global subtype. Integrations should use subcategory_display_name to display the resolved subtype name.

Can custom subcategories be managed through the Catalog API?

Yes. Custom subcategories can be managed through the Catalog v3 APIs. See the Custom Subcategories API documentation for technical details.

Do custom subcategories affect purchase limits, taxes, or compliance?

No. Purchase limits, taxes, compliance, traceability, and other subtype-based SellTreez behavior continue to use the underlying global subtype.

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