Menus contains: PAGES & CATEGORIES
PAGES: are displayed on the Right Side of your POS.
a PAGE contains CATEGORIES, those CATEGORIES contain PRODUCTS
a PAGE can contain many CATEGORIES
CATEGORIES: are displayed within a Page. They contain PRODUCTS
PRODUCTS belongs to a specific CATEGORY
a CATEGORY can contain many PRODUCTS
CATEGORIES can be reused in many PAGES
For example:
Our Page: COFFEES / TEAS
contain 2x CATEGORIES: ‘Coffees’ / ‘Teas’:
In this Article:
VIDEO DEMO:
Why Using CATEGORIES ?
The reasons to separate Products into categories are:
To find your products easily in the Office as they are categorised
To reassigned Categories to different pages: for example if we start having too many teas: we can create a ‘Tea Page’ and reassigned the category Tea:
For Online Store: You can choose to sell your category ‘Coffee’ Online but not the ‘Tea’ Category for example.
Several Menus options: your lunch menu might include ‘Coffees’ but after 6pm your menus changes and you no longer want to sell Coffees.
For Your Reports: you can easily assign your reporting groups to your categories for better reporting.
CREATE A CATEGORY:
Office ⇒ Products ⇒ Categories ⇒ Create
You can assign Products directly to your new category if they’ve already been created:
Or after creating your category:
Office ⇒ Products ⇒ Products ⇒ All Categories ⇒ Select wanted Category ⇒ Create (new product)
By default your new product will be added to the category automatically:
CREATE A PAGE + ASSIGN CATEGORIES TO THAT PAGE:
2 ways
Back Office => Products => Menus => Standard Menu
(you may have more options than ‘Standard Menu’ if you have several menus or an online store)
Standard Menu
To Create a New Page => Type the name of the Page => click on ➕ :
( for example: ' COFFEES & TEAS ' )
Edit the Page you created by clicking on the ' Pen Icon '
Assign your Categories to your new page:
2. SAVE:
Voila!
Menu Layout
To learn how to import / create Pages & Categories in your Menu Layout,
see this article:
REMOVE:
Learn how to remove Pages, Categories, Products from your Menu
Remove a PAGE from a MENU :
To learn 2 ways to Remove Pages in your Menu easily,
see this article:
Remove a CATEGORY from a PAGE :
In your Page => Untick the Category => SAVE
( It will automatically disappear from the Page )
This is our Page with our Teas Included:
This is our Page with our Teas Excluded:
Remove a PRODUCT from a CATEGORY
To Remove a Product from a Category, you need to delete the Product itself,
or assign a different Category to your Product
Delete the Product:
To Learn how to delete a Product completely,
see this article:
Assign a Product to a different Category:
In your Back Office => Products => Products => Select a Category or search your Product => Edit your Product using ' Pen Icon ' :
2. Under ' General ' => change the Category to your preferred one => SAVE:
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