Articles on: Menu 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.

Table of Contents

Adding New Categories
Editing Categories
Archiving a Category
Categories Positioning in Point-of-Sale (POS) Menu

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:

Category ImageUpload a category image
Category ColorSelect the category color
Category Name*Upload a category image
Parent CategorySelect the parent category where the sub-category will be assigned
Assigned PrinterSelect the printer to route the category
Modifier Group*Select the modifier group applicable to the category
ProductsSelect 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 any further assistance, don't hesitate to reach out to our support team.

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Updated on: 05/25/2024

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