Category Overview
Categories let you organize products, services, and bundles into logical groups. This makes browsing, searching, and checkout faster for both your staff and your customers.
What is a Category?
A category is a group of related items -- such as products, services, or bundles. Use categories to:
- Organize items in the POS for faster checkout
- Structure digital menus or catalogs (QR menus, online stores)
- Create nested hierarchies (for example, Drinks > Coffee > Iced Coffee)
- Apply colors or icons for quick visual recognition
- Filter and report on sales by category
- Control which items appear in different sales channels
Examples:
- Food and Beverage: Drinks, Snacks, Main Courses
- Retail: Apparel, Accessories, Electronics
- Services: Haircut, Massage, Car Wash
Key Benefits
- Faster navigation -- Staff and customers find items quickly.
- Flexible organization -- Support for multi-level nesting suits complex menus.
- Visual customization -- Colors and icons help match your brand or highlight popular groups.
- Menu control -- Include or exclude categories from digital menus easily.
- Analytics -- Track sales performance by category.
Field Explanations
Here is what each field means when creating or editing a category.
The Image field appears prominently at the top of the form. You can upload an image or icon that represents the category visually.
| Field | Description | Required | Example |
|---|---|---|---|
| Enable | Keep this category active and visible in the app. | Yes | Yes |
| Include in Menu | Show this category in your POS and digital menus. | No | Yes |
| Image | An image or icon for the category, displayed at the top of the form. | No | -- |
| Name | The name displayed in the app and menus. | Yes | Massage Therapy |
| Code | A short code for internal use (usually auto-filled). | No | massage-therapy |
| Description | A brief note about what the category contains. | No | Relaxing massages for stress relief |
| Color | A color to help organize or highlight the category. | No | #FF5733 |
| Parent Category | Set a parent if this is a sub-category. You can pick from a dropdown of existing categories. | No | Massage |
Best Practices
- Use clear, descriptive names.
- Group similar items together.
- Apply colors and icons consistently to aid recognition.
- Review and update categories regularly as your offerings change.
- Avoid too many nested levels to keep menus simple.