๐Ÿ“‚

Category Management

4 articles A By Admin

Build a clear menu structure with well-organized categories

Add a Category

๐Ÿ“‚ Add a Category Follow these steps โ€” it only takes a minute. ๐Ÿ“ Steps 1. Go to Management โ†’ Product โ†’ Category 2. Tap + 3. In Add Category, enter the name 4. Optionally set color and icon 5. Tap the green Done check ๐Ÿ’ก Tip: Menu labels are singular Product / Category. Confirm with Done, not Save. ๐ŸŽฌ Video Guide โ–ถ๏ธ Watch Demo Video

Edit a Category

๐Ÿ“‚ Edit a Category Follow these steps โ€” it only takes a minute. ๐Ÿ“ Steps 1. Go to Management โ†’ Product โ†’ Category 2. Tap the pencil (edit) icon on the category row 3. Update name, color, or other fields in Edit Category 4. Tap the green Done check ๐Ÿ’ก Tip: Editing is via the pencil action, not by tapping the row name alone. ๐ŸŽฌ Video Guide โ–ถ๏ธ Watch Demo Video

Reorder Categories

๐Ÿ”€ Reorder Categories Change the display order of categories in three places: on the POS, inside a menu, or by editing each category's sequence number. ๐Ÿ“ On the POS (recommended โ€” changes what guests and staff see) 1. Open the POS menu and select a category 2. Long-press (~3 seconds) to enter Edit Sequence 3. Drag the category to its new position 4. Tap the green Done check ๐Ÿ“ Inside a menu 1. Go to MANAGEMENT โ†’ Product โ†’ Menu 2. Select a menu 3. Drag its categories using the handle icon to reorder them 4. The new order is saved to that menu only ๐Ÿ“ Category sequence number (optional) 1. Go to MANAGEMENT โ†’ Product โ†’ Category 2. Edit a category 3. Set the Sequence number 4. Tap the green Done check ๐Ÿ’ก Tip: The Category list itself does not support drag-and-drop reordering โ€” use the POS Edit Sequence mode or the Menu tab instead. ๐ŸŽฌ Video Guide - โ–ถ๏ธ Reorder Categories - โ–ถ๏ธ Reorder POS Categories

Advanced Category Settings

๐Ÿท๏ธ Advanced Category Settings Add subcategories, control who can see or order a category, and delete a category together with its products โ€” without breaking combos in other categories. ๐Ÿ“ Steps 1. Open MANAGEMENT โ†’ Product โ†’ Category. Tap the pencil on a row to open Edit Category (or + then save a new category first). 2. Turn on Has Sub-Category. Tap Add Sub Category. In the Add Category dialog, enter Sub-Category Name and an Icon, then tap the green check. 3. Drag the handle to reorder subcategories. Tap the pencil on a subcategory to edit it. To remove one, open it and tap red Delete Category. 4. Assign products: go to Item, edit a product in that category, and set Sub-Category. The field appears only after the parent category has subcategories. 5. Still in Edit Category, set who can see or order the group: - Visibility โ€” show or hide the category. - Internal Category โ€” show it only on the POS (not online / kiosk). - Delisted โ€” hide the category from display. - Only for Member to Order โ€” only members can order products in this category. 6. Tap the green check on Edit Category to save. 7. To delete a category, tap the red trash on its row. If it has products, confirm This will delete the category and {count} products. Are you sure? with Confirm. That also deletes those products. 8. If any of those products are used as combo items in other categories, delete is blocked: Cannot delete: Products in this category are used in combo(s): โ€ฆ. Remove them from those combos first. ๐Ÿ’ก Tip: Saving Has Sub-Category with no subcategories turns the switch back off. Deleting a subcategory is Delete Category inside the subcategory dialog โ€” it does not delete the parent. POS shows a second row of subcategory buttons once they exist. ๐ŸŽฌ Video Guide Watch Demo Video