> ## Knowledge Base Index
> Fetch the complete knowledge base index at: https://support.eatos.com/sitemap.xml
> Use this file to discover available pages before exploring further.
> Pure-Markdown content can be obtained by appending a '.md' suffix to the content URLs listed in the sitemap (without the trailing slash).

# 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 Contents

[Key Elements on the Categories Page](#3-key-elements-on-the-categories-page) 
[Editing and Archiving Existing Categories](#3-editing-and-archiving-existing-categories) 
[Creating New Categories](#3-creating-new-categories) 
[How to Add and Edit a New Category on Point of Sale](#3-how-to-add-and-edit-a-new-category-on-point-of-sale) 
[Point of Sale Illustration](#3-point-of-sale-illustration) 

---

### Key Elements on the Categories Page

1. Category Information:

![](https://storage.crisp.chat/users/helpdesk/website/74260be74e639800/image_zegpz4.png)

* **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.

2. 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**

${vimeo}[Create a New Category in eatOS Dashboard](995785629)

### Creating New Categories

**Using the Dashboard:**

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

**Step 1:** Log in to your [dashboard.](https://dashboard.eatos.com/#/home)

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

**Step 3:** Select **Categories** 

![](https://storage.crisp.chat/users/helpdesk/website/74260be74e639800/image_1gkqlza.png)

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

![](https://storage.crisp.chat/users/helpdesk/website/74260be74e639800/image_11ytka8.png)

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

![](https://storage.crisp.chat/users/helpdesk/website/74260be74e639800/image_1gq6pqt.png)

**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.**

![](https://storage.crisp.chat/users/helpdesk/website/74260be74e639800/image_1g6dhrm.png)

**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.**

![](https://storage.crisp.chat/users/helpdesk/website/74260be74e639800/image_1wi8nju.png)

**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.

![](https://storage.crisp.chat/users/helpdesk/website/74260be74e639800/image_f6d40o.png)

[Back to top](#3-introduction) 

---

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

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.

${vimeo}[Create a New Category in eatOS Point of Sale](995786991)

---

### 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** ):

![New Order Screen](https://storage.crisp.chat/users/helpdesk/website/74260be74e639800/image_k9pmdh.png)

**Step2:** Tap on **Menu** 

![](https://storage.crisp.chat/users/helpdesk/website/-/7/4/2/6/74260be74e639800/image_4xe466.png)
 
**Step 3:** On the menu management section tap on **Categories**

![](https://storage.crisp.chat/users/helpdesk/website/-/7/4/2/6/74260be74e639800/image_9e77e8.png)

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

![](https://storage.crisp.chat/users/helpdesk/website/-/7/4/2/6/74260be74e639800/image_1lmb4xq.png)

**Step 5:** Enter the required information: 

![](https://storage.crisp.chat/users/helpdesk/website/-/7/4/2/6/74260be74e639800/image_4luf7h.png)

**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.

![](https://storage.crisp.chat/users/helpdesk/website/-/7/4/2/6/74260be74e639800/image_1ejpzdl.png)

[Back to top](#3-introduction) 

---

### Point of Sale Illustration

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

![Information Detail](https://storage.crisp.chat/users/helpdesk/website/74260be74e639800/image_br6pnj.png)


---

### 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.

[Back to top](#3-introduction)