Articles on: Menu Management

eatOS Dashboard: Categories Management


Introduction


Welcome to eatOS comprehensive guide on Category Management! With the powerful Category Management feature integrated into the eatOS Dashboard, businesses can seamlessly create, update, and delete categories, ensuring a streamlined organization and effortless navigation for both staff and customers.


Table of Contents




Adding New Categories


Follow these simple steps to add or create new categories to your eatOS Dashboard:


Step 1: Access the Menu Management section and click on "Categories."



Step 2: Locate and click on the "+ New Category" button.



Step 3: Fill in the required category information and click "Save."


Here's the information you can provide:



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


Editing Categories


If you need to make changes to existing categories, follow these steps:


Step 1: Select the category you want to edit.
Step 2: Hover to the "Date Created" column
Step 3: Choose "Edit."



Step 4: Update the necessary information and save your changes.


Archiving a Category


To archive a category that is no longer in use, adhere to the following steps:


Step 1: Select the category you wish to archive.
Step 2: Hover to the "Date Created" column
Step 3: Opt for "Archive."



Step 4: **Confirm your choice by selecting **"Yes, archive it!" Or choose "Cancel" to retain the category without archiving.



Categories Positioning in Point-of-Sale (POS) Menu


Once you've configured your menu categories, it's essential to understand how they appear in your Point-of-Sale (POS) system. Refer to the illustration below for a visual representation of category positioning within the POS menu:



By following these guidelines, you'll master the art of Category Management using the eatOS Dashboard. Enjoy a well-organized menu and enhance your customers' ordering experience. For further assistance, don't hesitate to contact our support team.


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Updated on: 05/04/2025

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