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How to Update a Category

Keep your categories current so your POS and menus always reflect what you offer. You can change a category's name, color, image, or any other detail at any time.

Step-by-Step Guide

  1. Open the menu -- Click the sidebar menu icon to open navigation.
  2. Go to Categories -- Select Categories from the menu list.
  3. Choose a category -- Click the category you want to edit (for example, "Drinks").
  4. Edit the details -- Update any field as needed. See Field Explanations for what each field means.
    • Enable -- Keep this category active and visible (default is Yes).
    • Include in Menu -- Show this category in your POS and digital menus (default is Yes).
    • Category Name -- The name displayed in the app and menus.
    • Code -- A short code for internal use.
    • Parent Category -- Choose a parent if this is a sub-category (optional).
    • Description -- A brief note about what the category contains.
    • Color -- Pick a color to organize or highlight this category.
    • Image -- Upload an image or icon (optional).
  5. Save -- Click Save. Your changes appear instantly in the POS and menus.

Tips

  • Changes take effect right away after saving.
  • Use clear names and images so staff and customers can find things easily.
  • Use colors to make important categories stand out.
  • Leave optional fields blank if you are unsure what to enter.