1. Navigate to “Categories” #

1. Log in to your back-office.
2. From the left-hand purple sidebar, click Products.
3. Select Categories from the submenu.
4. The page displays the All your categories table and a purple + Add button in the top-right corner.

2. Add a New Category #

1. Click the purple + Add button.
2. In the pop-up form, fill in:
   • Category – Full name (e.g., “Appetizers”).
   • Category Code – Optional shorthand/tag (e.g., “APP”).
   • Description – Optional internal notes.
3. Click Save. The new category appears in the list immediately.

3. Edit or Delete Categories #

• Edit a Category
  1. Locate the row in the table.
  2. Click the blue Edit button under Action.
  3. Update fields and click Update.
• Delete a Category
  1. Click the red Delete button.
  2. Confirm the prompt. (Deletion is blocked if the category is tied to products.)

4. Table Tools & Filters #

• Search: Use the search box (top-right) to locate categories quickly.
• Show Entries: Dropdown at top-left lets you display 10 / 25 / 50 / All rows.
• Export / Print: Buttons above the table allow:
  • Export to CSV, Excel or PDF
  • Print a printer-friendly list
  • Column visibility – toggle on/off columns
• Sort Columns: Click any header (e.g., Category) to sort alphabetically.
• Pagination: Use Previous / Next or the page numbers at the bottom-right.

5. Troubleshooting #

6. Best Practices #

• Keep category names concise; avoid duplicates like “Main Course” vs “Main Courses”.
• Use Category Code for internal reporting or barcode mapping.
• Regularly Export to CSV for backup and analytics.
• Group similar items logically to speed up POS searches and kitchen routing.

7. Done! 🎉 #

You now know how to create, edit, delete, export and organise product categories. Keep your menu neat and searchable. Happy categorising!