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# Dashboard Menu Management - Categories


### Introduction

Optimize your menu organization and simplify your offerings by adding or creating new categories. This comprehensive guide will lead you through the step-by-step process, ensuring a seamless experience. Follow these straightforward steps to enhance your menu structure and provide a more intuitive dining experience for your customers.

### Table of Contents

* [ **Adding or Creating New Categories** ](#3-adding-or-creating-new-categories)

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**Categories Page** 

* **Active vs. Archived:** You can view categories that are currently active or archived. This helps manage which menu items are available to customers

![](https://storage.crisp.chat/users/helpdesk/website/74260be74e639800/image_jb6ha6.png)

* **Category Information:** This lists the names of categories, such as Appetizers, Bakery, Bar, etc. Each category can be customized to fit your menu needs.

* **Parent Category:** Shows if a category is nested under a broader category. For example, "Bakery" is a parent category for several items.

* **Category Products:** Displays the number of products listed under each category.

* **Date Created:** Keeps record of when each category was added, aiding in menu development tracking.

![](https://storage.crisp.chat/users/helpdesk/website/74260be74e639800/image_1lhxuf6.png)

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### Adding or Creating New Categories

${youtube}[How to add or create a new categories](CfHfeW9aqdQ)

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**Step-by-Step-Guide:**

**Step 1: Access Categories Section** 

In your **"Menu Management"** section, locate and click on the **"Categories"** tab. This is where you'll manage and organize your different menu sections.

![](https://storage.crisp.chat/users/helpdesk/website/74260be74e639800/image_v8671c.png)

**Step 2: Initiate Category Creation** 

Click on the **"+ New Category"** button. This action will initiate the process of creating a new category for your menu.

![](https://storage.crisp.chat/users/helpdesk/website/74260be74e639800/image_r864sn.png)

**Step 3: Enter Category Details** 

A form will appear, prompting you to input essential information for your new category. Make sure to complete the required fields accurately. Here's a breakdown of the fields you'll encounter:

![](https://storage.crisp.chat/users/helpdesk/website/74260be74e639800/image_1y2eop.png)

1. **Category Image:** Upload an image that represents the category visually. This can help customers quickly identify the category.  
2. **Category Color:** Select a color that will be associated with this category. Color coding can help organize your menu further.  
3. **Category Name:** Enter the category name and use the "+" button to add new categories
4. **Category Position:** Enter the category position number, which will reflect on the order selection
5. **Parent Category:** If this new category is a sub-category of an existing category, select the parent category from the list. This helps maintain a logical hierarchy in your menu.
6. **Schedule:** Choose a schedule to manage category availability during specific times or days.
7. **Assigned Printer:** Select an assigned printer or printing category-specific items. Use the "+" sign to
8. **Group (Modifier/Add-ons:** If applicable, select a modifier group that is relevant to this category. Modifier groups allow the customization of items within a category.
9. **Products:** Select the specific products that should be included in this new category. These are the items that customers can order from this section.

**Step 4: Save Your Changes** - 

![](https://storage.crisp.chat/users/helpdesk/website/74260be74e639800/image_12dxz5j.png)

Once you've filled in all the necessary details, click the **"Save"** button. This will finalize the creation of your new category and add it to your menu.


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If you encounter any issues during this process or have further questions, don't hesitate to reach out to our support team for assistance.

|| **Note: Fields marked with an asterisk (*) are required for successful category creation.**

[Back to top](#3-introduction)