Clean Up Product Categories And Tags
Maintain product categories and tags so catalog filters, storefronts, and reports stay easy to use.
Categories and tags organize products for internal users, storefronts, finance documents, and reporting. Use a regular cleanup workflow to keep product taxonomy useful as the catalog grows.
Open Products > Categories or Products > Tags.
Review Categories
Categories are best for broad product groups such as services, subscriptions, hardware, retainers, add-ons, or training. A category can include a name, description, icon, active state, and sort order.
Before creating a new category, search the existing list. Duplicate categories make catalog filters and storefront grouping harder to use.
Review Tags
Tags are best for flexible labels such as featured, seasonal, internal, taxable, implementation, support, or package. Tags can also use colors so users can scan the catalog quickly.
Use tags for cross-cutting labels. Do not create a new category when the same product needs to appear in several contexts.
Edit Or Delete Taxonomy
Edit a category or tag when the wording, color, icon, active state, or ordering needs to change. Delete only categories or tags that are unused or clearly duplicated.
Before deleting, check whether products, storefronts, checkout links, reports, or team workflows depend on the label. Renaming is usually safer than deleting when a label has history.
Suggested Cleanup Routine
- Export or review the current catalog.
- Identify duplicate categories and tags.
- Merge naming patterns, such as singular versus plural labels.
- Disable or delete unused categories only after checking product usage.
- Reorder categories to match how users browse products.
- Update product records that have stale or missing labels.
- Test catalog filters after cleanup.
Naming Rules
Use short names. Avoid internal abbreviations that customers or new teammates will not understand. Keep categories broad and tags specific.
Examples:
- Category: Consulting
- Category: Subscriptions
- Tag: Featured
- Tag: Requires onboarding
- Tag: Taxable