What categories do
Categories organize your catalog into logical groups. They appear in the POS, the QR catalog, and in reports. A clean category structure speeds up sales and improves business analysis.
- In the POS: allow fast product filtering during a sale.
- In the QR catalog: organize the menu your customers see.
- In reports: group sales by category to analyze what sells best.
Create a category
- Go to Inventory > Categories.
- Click New category.
- Enter the category name (e.g., Beverages, Main dishes, Accessories).
- Optionally add a description and a representative image.
- Define whether the category will be visible in the online catalog.
- Save your changes.
Sort categories
The order of categories determines how they appear in the POS and the QR catalog. You can reorder them by dragging and dropping from the category list.
Put your most frequently used categories first to speed up POS sales.
Assign products to a category
Each product belongs to a category. You can assign the category when creating or editing a product, or do bulk assignments from the category view.
- Go to the category in Inventory > Categories.
- Click the category to open it.
- Use the Add products button to search and assign existing items.
Best practices
- Keep between 4 and 10 main categories. Too many makes navigation harder.
- Name categories from the customer's perspective, not your warehouse's.
- Separate beverages and food into different categories from the start.
- Avoid empty categories — only create ones that have or will have products.