Category Management on Dashboard & POS

Introduction

Managing and Creating Categories in Your Dashboard and Point-of-Sale System

In this guide, we will delve into the process of effectively managing and creating categories using both your business dashboard and point-of-sale (POS) system. Properly categorizing your products can significantly enhance customer experiences, optimize inventory management, and streamline your overall business operations.

Table of Content

Key Elements on the Categories Page
Creating New Categories
Editing and Archiving Existing Categories
How to Add and Edit a New Category on Point of Sale
Point of Sale Illustration

Key Elements on the Categories Page:

Category Information:



Category Name: Shows the name of each category (e.g., "Appetizers," "Bakery").
Parent Category: Indicates the parent category, if applicable, for better organization.
Category Products: Displays the number of products within each category.

Operations:

Create a New Category: Click + New Category to add a new section to your menu.
Search and Filter: Use the search bar to quickly locate specific categories.

Best Practices for Managing Categories:

Arrange categories to guide customers easily through the menu.
Keep categories updated to reflect any changes in the menu, such as seasonal offerings.
Use clear and descriptive names for categories to ensure customers understand what each section offers.


How to add or create new categories

Creating New Categories

Using the Dashboard:

Follow these steps to add a new category using the dashboard:

Step 1: Log in to your dashboard.

Step 2: Navigate to the "Menu Management" section.

Step 3: Select Categories



Step 4: Click on the "+ New Category" option.



Step 5: Fill in the required information, such as:



a. Category Image - Upload an image to visually represent the category.
b. Category Color - Select a color to visually distinguish this category.
c. Category Name* - Enter a name for the category.
d. Category Position - Define the order in which the category appears on the menu.
e. Parent Category - Select a parent category for hierarchical organization, if applicable.
f. Schedule Set availability based on time or date.
g. Groups (Modifier/Add-Ons) - Assign relevant groups for enhanced customization.
h. Product Name List the products included in this category.
i. Status - Check the availability of each product.
j. Action - Use to modify or update products within the category.

Step 6: Tap Save the changes.

Editing and Archiving Existing Categories

Here's how to edit a category in your Dashboard:

Step 1: Log in to your dashboard.

Step 2: Go to "Menu Management" and select "Categories."

Step 3: Choose the category you wish to edit.

Step 4: Hover over Date Created column and tap on the Edit/Pencil Icon.



Step 5: Begin to make any necessary changes to your category as needed.

Note: Your changes will be saved automatically

Here's how to Archive a category in your dashboard

Step 1: Hover over the Category name and click the archive icon.



Step 2: Next, you will be presented with a prompt.

Step 3: Click on Yes, Archive it! to archive the category, or click on Cancel to stop any changes.



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How to add and edit a new Category on Point of Sale

Are you looking to add or modify a category in your Point of Sale? Look no further! This guide will walk you through the simple steps you need to take to easily make the desired changes. From adding a brand-new title to adjusting an already existing one, it's easy and stress-free. Let’s get started!

Learn how to create and edit a category at the point of sale. Discover the best ways to quickly and easily manage your categories with our simple guide.

How to Add a New Category

Step 1: From your new order screen tap the drop-down arrow ( 1a) or slide the setting bar down ( 1b):



Step2: Tap on Menu Management



Step 3: On the menu management section tap on Categories



Step 4: Tap the + Add button to add new category



Step 5: Enter the required information:



5a. Category Name
5b. Course Name
5c. Category Position
5d. Course Position
5e. Enter the menu name (how the category will be displayed on the screen)
5f. Assigned Printer (Select a designated printer)
5g. Parent Category (Select the parent category i.e., Food (Parent category) Sandwiches (Subcategory))
5h. Products (Select products that will be applied to the subcategory)

Step 6: Tap on back and changes will be saved automatically.

Modifying Categories via Point-of-Sale:

Here's how to make changes to a category using the POS system:

Step 1: Open the Point-of-Sale application.

Step 2: Access the "Menu Management" section and select "Categories."

Step 3: Simply tap the category you want to modify.

Note: Changes made to a category will be saved automatically

Step 5: You can also choose to archive the category using the "Archive" icon.



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Point of Sale Illustration

a. Parent Category
b. Child Category
c. Assigned Product illustration shows products assigned to the Sandwiches category.

Conclusion

Efficiently managing and categorizing your products is crucial for enhancing customer satisfaction and optimizing your business processes. By following the steps outlined in this guide, you can easily create and modify categories using both your business dashboard and point-of-sale system. This streamlined approach will empower you to provide better experiences for your customers and achieve smoother inventory management.

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Updated on: 12/06/2024