What is a Product Category?
A Product Category is a general label such as "Coffee", "Dress", or "Pizza" that can be applied to a group of products. Product Categories are useful because you can filter searches (eg. in Products) by Product Category. When you create a default menu for the first time, product categories are used as the menu tabs.
To view your list of product categories, go to Products > Categories.
Create a Category
Under Product Category Tree, click Add New Category. Then fill in the details of the new category under Category Details and click Save. The new category will appear in the list on the left.
Edit a Category
To edit a category, click on it in the list on the left. That category's details will then appear on the right. If you make any changes to the category details, click Save.
Delete a Category
To delete a category, click on it and then click Delete. The category will be removed from the list (non-recoverable).
Put a product in a category
To put a product in a category, go to Products and select the category.
You can also go to the Product Details page and scroll down to Product Category.
Group together categories
You may want your Categories to fall under overarching Product Category Groups, such as "Food" and "Drink". To achieve this:
- Go to Products > Categories
- Under Product Category Group, click New Group and enter the name of the group. Repeat for each Group.
- Refresh the page, then select a Category
- Under Group, select the group
- Click Save
- Repeat for all of your categories
This will group the data in your Sales By Categories report.
Note: Any products that are not in a category will remain "Uncategorised".