Point of Sale - Manage Menu Categories

Introduction

Are you looking to add or modify a category in your Point of Sale? Look no further! This guide will walk you through the simple steps you need to take in order to easily make the desired changes. From adding a brand-new title to adjusting an already existing one, it's easy and stress-free. Let’s get started!

Learn how to create and edit a category at the point of sale. Discover the best ways to quickly and easily manage your categories with our simple guide.

Table of Content

How to Add a New Category
How to Edit an existing category

How to Add a New Category

Step 1: From your new order screen tap the drop-down arrow (a) or slide the setting bar down (b):



Step 2: Tap on Menu Management



Step 3: In the "Menu Management" section, select "Categories" to be directed to the categories page



Step 4: Tap the plus (+) icon to add a new category



Step 5: Enter the required information:



a. Category Name - Enter the name of the category
b. Category Position - The order in which the category appears
c. Course Name - Enter the name of the course associated with the category
d. Course Position - Set the position of the course within the menu
e. Enter the menu display name (how the category will be displayed on the screen)
f. Assigned Printer (Select a designated printer)
g. Parent Category (Select the parent category i.e., Food (Parent category) Sandwiches (Subcategory))
h. Products (Select products that will be applied to the subcategory)

How to Edit, Archive, and Unarchive an Existing Category

From Menu Management, tap on the category sub-tab and proceed by selecting a category from the list available



a. Edit Category - Begin to edit and make changes to the Category

Note: Changes made to a category will be saved automatically

b. To archive a category, swipe the category you want to archive to reveal the archive button, then tap the button to confirm. The category will be moved to the archive.



c. To unarchive, tap the archive icon to view the list of archived items.



d. Select the item and slide it to the left to reveal the restore icon, then tap the icon to restore the category.





Point of Sale Illustration

1a. Parent Category
1b. Child Category
1c. Assigned Product illustration shows products assigned to the Sandwiches category.



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Updated on: 07/26/2024