Category Management on Dashboard & POS
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.
How to add or create new categories
Table of Contents:
Introduction
Creating New Categories
Using the Dashboard
Using the Point-of-Sale System
Editing Existing Categories
Making Changes Through the Dashboard
Modifying Categories via Point-of-Sale
>Conclusion
Creating New Categories:
Using the Dashboard:
Follow these steps to add a new category using the dashboard:
Log in to your dashboard.
Navigate to the "Menu Management" section.
Select "Categories."
Click on the "+ New Category" option.
Fill in the required information, such as:
Save the changes.
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 in order 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.
Index:
How to Add a new category
How to Edit an existing category
From your new order screen tap the drop-down arrow (a) or slide the setting bar down (b):
Tap on Menu Management
On the left-hand Navbar tap on Categories
Tap ADD
Enter the required information:
a. Category Name
b. Course Name
c. Category Position
d. Course Position
e. Enter the menu name (how the category will be displayed on the screen)
f. Assigned Printer (Select a designated printer)
g. Parent Category (Select the parent category i.e., Food (Parent category) Sandwiches (Subcategory))
h. Products (Select products that will be applied to the subcategory)
Tap on Save once completed
Using the Point-of-Sale System:
Here's how to create a new category via the POS system:
Open the Point-of-Sale application.**
Access the new order screen.
Tap the drop-down arrow or slide down the settings bar.
Choose "Menu Management" from the settings tab.
Select "Categories" from the left-hand navigation bar.
Click on "ADD" to add a new category.
Fill in the necessary details, including:
Category Name
Course Name
Category Position
Course Position
Menu Name (how the category appears on the screen)
Assigned Printer
Parent Category (if applicable)
Products (products linked to the subcategory)
Save your changes.
Editing Existing Categories:
To edit a category through the dashboard:
Log in to your dashboard.
Go to "Menu Management" and select "Categories."
Choose the category you wish to edit.
Make the necessary changes, and they will be saved automatically.
a. Edit Category - Begin to edit and make changes to the Category
b. Archive Category - Tap on the Archive icon to archive the category.
Note: Changes made to a category will be saved automatically
a. Parent Category
b. Child Category
c. Assigned Product illustration shows products assigned to the Sandwiches category.
Modifying Categories via Point-of-Sale:
Here's how to make changes to a category using the POS system:
Open the Point-of-Sale application.
Access the "Menu Management" section and select "Categories."
Pick the category you want to modify.
Choose "Edit Category" to start making changes.
You can also choose to archive the category using the "Archive" icon.
Any changes made will be automatically saved.
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.
Here's how to make changes to a category using the POS system:
Open the Point-of-Sale application.
Access the "Menu Management" section and select "Categories."
Pick the category you want to modify.
Choose "Edit Category" to start making changes.
You can also choose to archive the category using the "Archive" icon.
Any changes made will be automatically saved.
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.
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.
How to add or create new categories
Table of Contents:
Introduction
Creating New Categories
Using the Dashboard
Using the Point-of-Sale System
Editing Existing Categories
Making Changes Through the Dashboard
Modifying Categories via Point-of-Sale
>Conclusion
Creating New Categories:
Using the Dashboard:
Follow these steps to add a new category using the dashboard:
Log in to your dashboard.
Navigate to the "Menu Management" section.
Select "Categories."
Click on the "+ New Category" option.
Fill in the required information, such as:
| FIELD | ACTION |
|---|---|
| Category Image | Upload a category image |
| Category Color | Select the category color |
| Category Name* | Upload a category image |
| Parent Category | Select the parent category where the sub-category will be assigned |
| Assigned Printer | Select the printer to route the category |
| Modifier Group* | Select the modifier group applicable to the category |
| Products | Select the products to be assigned to the sub-category |
Save the changes.
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 in order 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.
Index:
How to Add a new category
How to Edit an existing category
How to Add a new category
From your new order screen tap the drop-down arrow (a) or slide the setting bar down (b):
Tap on Menu Management
On the left-hand Navbar tap on Categories
Tap ADD
Enter the required information:
a. Category Name
b. Course Name
c. Category Position
d. Course Position
e. Enter the menu name (how the category will be displayed on the screen)
f. Assigned Printer (Select a designated printer)
g. Parent Category (Select the parent category i.e., Food (Parent category) Sandwiches (Subcategory))
h. Products (Select products that will be applied to the subcategory)
Tap on Save once completed
Using the Point-of-Sale System:
Here's how to create a new category via the POS system:
Open the Point-of-Sale application.**
Access the new order screen.
Tap the drop-down arrow or slide down the settings bar.
Choose "Menu Management" from the settings tab.
Select "Categories" from the left-hand navigation bar.
Click on "ADD" to add a new category.
Fill in the necessary details, including:
Category Name
Course Name
Category Position
Course Position
Menu Name (how the category appears on the screen)
Assigned Printer
Parent Category (if applicable)
Products (products linked to the subcategory)
Save your changes.
Editing Existing Categories:
To edit a category through the dashboard:
Log in to your dashboard.
Go to "Menu Management" and select "Categories."
Choose the category you wish to edit.
Make the necessary changes, and they will be saved automatically.
a. Edit Category - Begin to edit and make changes to the Category
b. Archive Category - Tap on the Archive icon to archive the category.
Note: Changes made to a category will be saved automatically
Point of Sale Illustration
a. Parent Category
b. Child Category
c. Assigned Product illustration shows products assigned to the Sandwiches category.
Modifying Categories via Point-of-Sale:
Here's how to make changes to a category using the POS system:
Open the Point-of-Sale application.
Access the "Menu Management" section and select "Categories."
Pick the category you want to modify.
Choose "Edit Category" to start making changes.
You can also choose to archive the category using the "Archive" icon.
Any changes made will be automatically saved.
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.
Here's how to make changes to a category using the POS system:
Open the Point-of-Sale application.
Access the "Menu Management" section and select "Categories."
Pick the category you want to modify.
Choose "Edit Category" to start making changes.
You can also choose to archive the category using the "Archive" icon.
Any changes made will be automatically saved.
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.
Updated on: 11/22/2023
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