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Item categories group your menu items (e.g. Appetizers, Mains, Drinks, Desserts). Create categories before adding menu items.

Overview

  • Create and manage groups for dishes and drinks
  • Control the display order of categories on the menu
  • Improve navigation for staff and customers

Prerequisites

  • Logged in
  • Permission to manage Item Categories (under Menu)

Create categories

Open Item Categories

Categories list
  1. Click Menu in the left sidebar
  2. Click Item Categories
  3. The categories page opens

Create a new category

Category form
  1. Click Add or Create
  2. Enter the category name (e.g. “Appetizers”, “Main Course”, “Drinks”)
  3. Set display order if available (lower numbers appear first)
  4. Click Save or Create

Edit a category

  1. Find the category in the list
  2. Click Edit (pencil icon)
  3. Update name or display order
  4. Click Save

Delete a category

  1. Find the category
  2. Click Delete (trash icon)
  3. Confirm
You usually cannot delete a category that has menu items. Move or delete those items first.

Reorder categories

  • Use drag-and-drop if available, or
  • Edit each category and set the display order number (lower = earlier)

Best practices

PitfallRecommendation
Deleting category with itemsMove or delete menu items first
Too many categoriesKeep 5–8 main categories
Unclear namesUse clear names (e.g. “Mains” not “Cat 2”)

Next steps

Menu items

Add dishes and drinks to each category.