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Creating & Editing Categories

To access category settings, click the “Add category” button on the main menu page, or tap the Edit icon (pencil) on an existing category’s quick menu.

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Category Details

When configuring a category, you will need to provide the following information:
  1. Name: The title of the category as seen by customers (e.g., “Signature Burgers”).
  2. Description: A brief summary of what this section contains. This is optional but helpful for SEO and user experience.
  3. Display Order: An important numeric field. Categories are sorted based on this number (e.g., 1 appears first, 10 appears last).
    Organization Tip: Use gaps in your numbering (e.g., 10, 20, 30) instead of sequential numbers (1, 2, 3). This allows you to easily insert a new category in between later without renumbering everything.

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Publishing Status

You can control the visibility of entire sections of your menu using the status controls in the settings form or the quick-action dialog.
  • Active / Published: The category and its contents are visible to customers.
  • Inactive / Unpublished: The category is hidden from the customer app. Use this for seasonal menus or categories that aren’t ready yet.
  • Draft: Indicates a newly created category that hasn’t been published yet.
To change the status:
  • Click “Publish” to make a draft or inactive category live.
  • Click “Change to Inactive” or “Unpublish” to hide a currently live category.

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Organizing Your Menu

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Moving Products Between Categories

Sometimes you need to move an item from one section to another (e.g., moving a seasonal special to the main menu).
  1. Open the Move Category tool (usually accessible via the product’s context menu).
  2. Select Category: Choose the destination category from the dropdown list.
  3. Transfer Mode:
    • Move (Default): The item is removed from the current category and added to the new category.
    • Keep item in the same category (Toggle ON): The item is added to the new category but also stays in the current one. This effectively duplicates the link, allowing the same item to appear in multiple places (e.g., a “Side Salad” appearing in both “Sides” and “Starters”).
  4. Click Save to confirm the transfer.

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Deleting Categories

If a category is no longer needed:
  1. Open the category options (Edit dialog).
  2. Click the Delete button (Trash icon).
  3. Confirm the action.
<Warning> Safety Check: The system may prevent deletion or warn you if the category still contains active products. It is best practice to move or delete all products inside a category before deleting the category itself. </Warning>

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Quick Actions

For faster management, you can use the Quick Action Dialog (accessed by tapping the category name or menu icon):
  • Edit: Opens the full settings form.
  • Publish/Unpublish: Toggles visibility instantly.
  • Delete: Removes the category.

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Bulk Discount & Status (Category Level)

While managing a category, you can apply bulk changes to the products inside it using the Bulk Action interface (triggered when selecting multiple items):