📂 Category Overview
The Category feature in your SaaS POS App empowers store owners to efficiently organize products, services, and bundles into logical groupings. This organization streamlines browsing, searching, and transactions for both staff and customers, while also supporting advanced menu structures and visual customization.
🔍 What is a Category?
A category represents a group of related items — such as products, services, or bundles — and is used to:
- Organize items in the POS interface for faster checkout
- Structure digital menus or catalogs (e.g., QR menus, online stores)
- Enable hierarchical nesting (e.g., Drinks > Coffee > Iced Coffee)
- Apply visual themes using color or icons for quick recognition
- Filter and report on sales by category
- Control visibility of items in different sales channels
Examples:
- Food & Beverage: Drinks, Snacks, Main Courses
- Retail: Apparel, Accessories, Electronics
- Services: Haircut, Massage, Car Wash
⭐ Key Benefits
- Improved Navigation: Makes it easier for staff and customers to find items quickly.
- Flexible Organization: Supports multi-level nesting for complex menus.
- Visual Customization: Use colors and icons to match your brand or highlight popular categories.
- Menu Control: Easily include or exclude categories from digital menus.
- Analytics: Track sales and performance by category.
⚙️ Field Explanations
Here is a sample data structure used for a category:
| Field | What it Means | Required | Example |
|---|---|---|---|
| Enable | Keep this category active and visible in the app | Yes | Yes |
| Include in Menu | Enable this if you want to show this category in your POS and digital menus | Yes | Yes |
| Image | Image | ||
| Name | The name people see in the app and menus. | Yes | Massage Therapy |
| Code | Short code for internal use (usually auto-filled) | massage-therapy | |
| Description | A short note about what’s in this category | Relaxing massages for stress relief | |
| Color | Pick a color to help organize or highlight categories | #FF5733 | |
| Parent Category | Choose if this is a sub-category of another category | Massage |
🏆 Best Practices
- Use clear, descriptive names for categories.
- Group similar items together for easier navigation.
- Use colors and icons consistently to aid recognition.
- Regularly review and update categories as your offerings change.
- Avoid too many nested levels to keep menus user-friendly.
🔗 Related Guides
For more information, see the documentation or contact support.