eatOS Dashboard: Categories Management
eatOS Dashboard: Categories Management
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.### How to add or create new categories
Adding New Categories
Follow these simple steps to add or create new categories to your eatOS Dashboard:
Access the Menu Management section and click on "Categories."
Locate and click on the "+ New Category" button.
Fill in the required category information and click "Save."
Here's the information you can provide:
Editing Categories
If you need to make changes to existing categories, follow these steps:
Select the category you want to edit.
Hoover to the "Date Created" column
Choose "Edit."
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:
Select the category you wish to archive.
Hoover to the "Date Created" column
Opt for "Archive."
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 any further assistance, don't hesitate to reach out to our support team.
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.### How to add or create new categories
Adding New Categories
Follow these simple steps to add or create new categories to your eatOS Dashboard:
Access the Menu Management section and click on "Categories."
Locate and click on the "+ New Category" button.
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:
Select the category you want to edit.
Hoover to the "Date Created" column
Choose "Edit."
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:
Select the category you wish to archive.
Hoover to the "Date Created" column
Opt for "Archive."
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 any further assistance, don't hesitate to reach out to our support team.
Updated on: 11/22/2023
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