How to organise products into categories.
Categories group your products. On the POS each category becomes a tab, so cashiers find items in one tap.
- Who it is for
- Owners and managers
- Plan
- Every plan (Basic, Advance and Team)
Create categories
- Open Categories under Catalog in the sidebar, or press Categories on the Products page.
- Press New root category and type a Name, for example Drinks.
- Press Save category.
- To nest a category, press Add subcategory on its parent, or set its Parent category.
- To move a category later, use Move to and pick its new parent.
- Open each product, pick its Category and press Save product.
How categories show on the POS
The register shows All first, then your categories. Membership plans, coupons and pinned favourites get their own tabs next to them when you have any.
What your customers see
- Your products grouped by category on your online menu or store.
Common problems
- A product is in no category.
- Its Category is set to No category. Open the product, pick a category and press Save product.
- Can I delete a category that has products?
- Move its products to another category first, so nothing ends up without a home.
Related guides
More in Products and inventory, or start with the getting started guide. Still stuck? Contact us.