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      Create Categories & Pages

      Learn to Create New Categories & Assign them to Pages

      Menus consist of Pages and Categories.

      Pages

      • Displayed on the right side of your POS.
      • Each Page contains multiple Categories.

      Categories

      • Exist within a Page and contain Products.
      • A Category can include multiple Products.
      • Categories can be reused across multiple Pages.

      Products

      • Every Product belongs to a specific Category.

      CATEGORIES can be reused in many PAGES

      For example:

      Our Page: COFFEES / TEAS

      contain 2x CATEGORIES: ‘Coffees’ / ‘Teas’:

      VIDEO DEMO:

       

      Why Use CATEGORIES ?

      The reasons to separate Products into categories are:

      1. To find your products easily in the Office as they are categorised

      2. 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:

      3. For Online Store: You can choose to sell your category ‘Coffee’ Online but not the ‘Tea’ Category for example.

      4. Several Menus options: your lunch menu might include ‘Coffees’ but after 6pm your menus changes and you no longer want to sell Coffees.

      5. 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

      1. To Create a New Page => Type the name of the Page => click on ➕ :

        ( for example: ' COFFEES & TEAS ' )

      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 '

      1. Assign your Categories to your new page:

      Assign your Categories to your new page:

      2. SAVE:

      Voila!

      Menu Layout

      Remove a PAGE from a Menu

      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 Included:

      • This is our Page with our Teas Excluded:

      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


      Assign a Product to a different Category:

      1. In your Back Office => Products => Products => Select a Category or search your Product => Edit your Product using ' Pen Icon ' :

      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: