Add categories and subcategories
Categories and subcategories are how staff browse the POS catalog: tap a category, then a subcategory, then the product. A well-organized catalog is the difference between a 3-second ring-up and a line at the counter.
Before you start
- Sketch your structure on paper first — aim for how staff think, not how your supplier's catalog is organized.
Steps
- Open Products — Category management lives with your catalog.
- Create top-level categories — For example: Beverages, Food, Retail, Services.
- Add subcategories where a category gets big — For example Beverages → Hot, Cold, Bottled. Items without a subcategory show in a “No subcategory” bucket.
- Assign products — Set each product's category and subcategory on the product itself.
- Walk the catalog on a POS station — Browse like a cashier would and reorganize anything that takes more than a couple of taps.
Common mistakes
- Too many top-level categories — more than a dozen makes browsing slower, not faster.
- Deep nesting for tiny product counts; a subcategory with two items is friction.
Troubleshooting
A product shows up in an unexpected place.
Open the product and check its category/subcategory assignment — items with no subcategory land in the “No subcategory” bucket.
When to contact support
- You want help restructuring a large existing catalog.
Reach us any time from the Contact Support form.