Articles on: Point-of-Sale

POS V4.1.0 - Menu Management Categories

How to add and edit a new Category on Point of Sale

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.



How to Add a new category

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

New Order Screen

Tap on Menu Management

Settings Tab

On the left-hand Navbar tap on Categories

Categories Tab

Tap on ADD

ADD Tab

Enter the required information:

a. Category Name
b. Course Name
c. Category Position
d. Course Position
e. Enter the menu 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)

Information details

Tap on Save once completed

How to Edit an existing category

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

Categories

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

Category Edit

b. Archive Category - Tap on the Archive icon to archive the category.

Archive Icon

Note: Changes made to a category will be saved automatically

Point of Sale Illustration

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

Illustration

Updated on: 11/06/2023

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