How to set up categories

How to set up categories

Categories help you organize your products in the POS device, making it easier for you and your staff to locate items during sales transactions.

  1. In your merchant dashboard, select the “In-Person Payments” tab from the top menu.
  2. In the side menu, click “Manage” and then choose “Categories.”
  3. On the Categories landing page, click the “Add Category” button. This will open a form where you can enter the following:
    • Category Name: Name the category (e.g., Drinks, Food, Electronics) to help classify products.
    • Category Colour: Select a colour that will represent the category on your POS device. This is useful for quick identification.
    • Category Description: Provide a short description of the category for easier organization and recognition.
  4. Once complete, click the “Add Category” button to save it.
    • The new category will now be visible on the Categories landing page of your merchant dashboard, as well as on the POS device.
    • This category will also be available in the Category dropdown list when adding or editing products, so you can easily assign products to it.
  5. To add more categories, repeat the above steps for each category.

The category will also appear on the “category” list options as selectable when you create or add products .

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