How to Create Categories in the POS

This guide explains how to add new categories in the POS system.

Categories allow you to group similar products or services together for easier organization and faster checkout.

Step 1: Go to Categories
From the left-hand menu, go to Products & Services > Categories.
You’ll see a list of all existing categories.

Step 2: Click Add Category
Click the + Add Category button.

Step 3: Enter Category Details
Fill out the required information:
- Category Name – (e.g., Beverages, Snacks, Services).
- Representation – choose Color & Shape or Image.
- If Image, upload an image (recommended size: 270px x 270px).
- Product Type – select whether the category is for Products or Services.
- Location – select the store/location where this category applies.
- Parent Category – choose if this will be a sub-category under an existing one.

Step 4: Save Category
Click Save.
Your new category will now appear in the POS system under Products & Services.

- Use distinct colors or icons for faster recognition during checkout.
- If you run multiple locations, make sure to select the right location for each category.
- Categories can be edited later anytime if changes are needed.