You can create categories, subcategories, and assign products using the POS app or the back-office web portal. You can also bulk upload categories via the web portal.
Creating Categories in the POS App
Open the POS app and go to the main menu.
Select Products.
Tap Product Categories and click the + button to add a new category.
Enter the category name.
Click Save.
Creating Subcategories in the POS App
Open the POS app and go to the main menu.
Select Products.
Tap Product Categories and click the + button to add a new subcategory.
Enter the category name.
Tick the Subcategory option.
Select Create Subcategory from the dropdown.
Enter the subcategory name and click the + button.
Assigning Products to Categories in the POS App
Open the POS app and go to the main menu.
Select Products.
Tap Product Categories.
Click on the category where you want to assign products.
Tap Assign Products.
Select the product(s) you want to add by ticking the checkbox.
Click Save.
Creating Categories and Subcategories in the Back-Office Web Portal
Log in to the back-office web portal.
Select Products, then go to the Categories section.
Click Add Category.
Enter the category details and click Add.
Bulk Uploading Categories via the Back-Office Web Portal
Log in to the back-office web portal.
Select Products, then go to the Categories section.
Click Import.
Download the Template File with sample data.
If using another language, save the file as CSV UTF-8 (Comma delimited) (.csv).
Fill in the category details in the CSV file and save it.
Click Drag and Drop Files Here or select the file from your computer.
Choose the file and click Upload.
Confirm the import and proceed.