Categories

Who this is for

Admins who organize how cashiers browse products on the POS.

Before you start

• Confirm the correct brand.
• Decide whether you need a new root category or a sub-category.
• Make sure the button structure will stay simple enough for fast cashier use.

Open this page

Open Menu Management -> Categories.

What this page controls

Categories controls how items are grouped in the POS browsing structure.

Use this page to define:

• root categories
• sub-categories
• category display order
• category display behavior

Categories mainly control browsing and display. They do not replace Departments, which control financial reporting structure.

Main sections

Category hierarchy

Categories can be nested. In practice, keep the structure shallow enough for staff to use quickly.

• root categories appear as the main top-level choices
• sub-categories sit inside a parent category
• items are attached at the usable category level

Keep the structure simple

Try to keep the path short enough that staff can reach sellable items quickly during service.

Key fields

Field	What it controls	When to change it
Category Type	What kind of content the category is intended to hold	When the category is for sellable items, modifiers, or combo-related use
Category Code	Short internal code for the category	When your team uses category codes for setup, support, or imports
Category Name and Alternative Name	What users see on the category button	When the display text changes or needs another language
Button Style	Visual style for the category button	When you want consistent button appearance
display visibility fields	Whether the category appears in supported displays or channels	When rollout differs by surface
Printer Mapping	Advanced print routing for the category	When output routing should be controlled at category level

If the required Button Style does not exist yet, use Create button style beside the selector, enter Style Name, choose Color Palette, check Preview, and select Create Style.

Shop settings

Use Shop Settings in the category editor when the category should be publicly displayed in some shops but not others.

At this time, the shop-level setting available in this section is Public Display. Other category details, such as Category Type, Parent Category, Display Order, Button Style, and the main visibility options, are shared by the category record.

Beast Mode

Use Beast Mode when you need to create several categories with the same shared settings.

When Beast Mode is on, the editor lets you enter multiple rows with:

• Category Code
• Category Name
• Alternative Name

The shared settings below the row list apply to every category created in that save, including Category Type, Parent Category, Display Order, Button Style, Visible in Menu, and Shop Settings.

Use normal create mode when each category needs different parents, styles, display settings, or shop visibility.

Reordering

Use the reorder action when the current category order no longer matches how staff should browse the menu.

Steps

1. Open Menu Management -> Categories.
2. Create a new category or open an existing one.
3. Enter the Category Code if your team uses one.
4. Select the correct Category Type.
5. Enter the Category Name and Alternative Name if needed.
6. Apply a Button Style if required.
7. Set Visible in Menu and Shop Settings for the intended shops or channels.
8. Save the category.
9. Select Reorder if the browsing order also needs to change.

Create several categories at once

1. Open Menu Management -> Categories.
2. Select New Category.
3. Turn on Beast Mode.
4. Enter one row for each category.
5. Complete the shared settings below the row list.
6. Select Create.
7. Review the category list and confirm every category was created.

What changes after you save

These changes affect the menu structure used for browsing. They can change what staff see on the POS and can also affect related rollout in other displays depending on the visibility settings.

How to check your change

1. Reopen the category list and confirm the saved values.
2. Check the category hierarchy and display order.
3. Verify the expected menu path appears where staff should use it.

If something goes wrong

• Confirm the category is in the correct level of the hierarchy.
• Check whether the issue is in category order, visibility, or item assignment.
• If the category exists but does not appear where expected, review the relevant display or channel visibility fields.

When to ask owner/admin

• The change affects multiple shops or customer-facing channels and you cannot verify all of them.
• You are unsure whether the structure should be a standard category or a Smart Category.