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Managing Categories

Updated over 3 weeks ago

Overview

Categories in Platter allow you to organize similar menu items into logical groups, such as Appetizers, Curries, Drinks, or Desserts. These categories help structure your menu, improve staff navigation on the POS, and support clean reporting.

Each menu item must be assigned to a category so it appears correctly on the POS and routes to the appropriate kitchen or bar printer if configured. Categories can be created, edited, assigned to items, or deleted at any time.

Prerequisites

Before managing categories in Platter, ensure:

Steps

1. Adding a Category

  1. Log in to Platter Back Office.

  2. Navigate to Cuisine Hub > Categories.

  3. Click Add Category.

  4. Enter:

    • Category Name (e.g., Appetizers, Beverages, Desserts)

    • The menu name in which you want to create a category.

    • And the tax you want to apply.

  5. Click Submit.

  6. Assign items to this category after creation.

2. Editing an Existing Category

  1. Go to Cuisine Hub > Categories.

  2. Click the category you want to edit.

  3. Modify:

    • Category name.

    • Menu where you want to belong to that category.

    • Type of tax you would like to apply.

  4. Click Submit.

3. Assigning Items to a Category

  1. Navigate to Cuisine Hub > Menu Items.

  2. Select the item you want to edit.

  3. Under Item Details, choose a Category from the dropdown.

  4. Click Submit.

4. Removing Items From a Category

  1. Go to Menu Items.

  2. Select the item.

  3. Change the Category to another category or delete it

  4. Click Submit.

5. Deleting a Category

Necessary: You can only delete a category if no items are linked to it.

  1. Navigate to Cuisine Hub > Categories.

  2. Confirm the category has zero assigned items.

  3. Click the Delete icon.

  4. Confirm deletion.

Troubleshooting

Items not appearing on POS

  • Category not assigned to menu items.

  • POS needs to refresh the configuration.

  • Restart the POS app or reload device config.

Items are printing to the wrong station

  • Printer assignment inside the category may be incorrect.

  • Verify printer IP/port in Settings > %Restaurant Settings > Printers.

Category not visible on POS

  • Visibility settings disabled.

  • Menu not synced with device.

  • The wrong location was selected in a multi-location account.

Items appear under the wrong section

  • The item is assigned to the incorrect category.

  • Multiple menus are applied to the same POS layout.

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