Articles on: Dashboard

Dashboard Menu Management - Categories

How to add or create new categories

If you're looking to organize your menu and streamline your offerings, adding or creating new categories is a fundamental step. This guide will walk you through the process of adding new categories to your system. Follow these simple steps to get started:

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.

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

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:

* Category Image:
Upload an image that represents the category visually. This can help customers quickly identify the category.

* Category Color:
Select a color that will be associated with this category. Color coding can help organize your menu further.

* Category Name:
Provide a clear and concise name for the new category. This name will be displayed on your menu.

* 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.

* Assigned Printer:
Choose a printer that will receive orders from this category. This step is particularly useful for kitchens or preparation areas.

* Modifier Group:
If applicable, select a modifier group that is relevant to this category. Modifier groups allow customization of items within a category.

* Products:
Select the specific products that should be included in this new category. These are the items that customers can order from this section.

Save Your Changes:
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.

Congratulations! You've successfully added a new category to your menu. Your customers can now enjoy a more organized and accessible selection of items.

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.*

Updated on: 11/17/2023

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