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Product Categories
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Written by Kevin
Updated over a week ago

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:

  1. Go to Products > Categories

  2. Under Product Category Group, click New Group and enter the name of the group. Repeat for each Group.

  3. Refresh the page, then select a Category

  4. Under Group, select the group

  5. Click Save

  6. Repeat for all of your categories

This will group the data in your Sales By Categories report.
โ€‹Note: Any products that are not in a category will remain "Uncategorised".

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