←

Product Categories

Overview

Group products into categories (and sub-categories) so reports, the POS grid, and the storefront stay organized as your catalog grows.

Step-by-Step Guide

1

Open Categories

Products → Categories.

2

Create Top-Level Category

Click New Category. Name (e.g. "Beverages"), optional icon, optional default tax rate. Save.

3

Add Sub-Categories

Open a category, click + Sub-category. Sub-categories inherit settings from the parent unless overridden.

4

Assign Products

When creating or editing a product, pick the category from the dropdown. Bulk-assign existing products via Products → Bulk Edit → Set Category.

5

Reorder Display

Drag-and-drop categories in the list to change the order they appear on the POS grid and the storefront menu.

Tips & Best Practices

Tip: Keep the category tree shallow (max 2 levels). Deep nesting slows down the cashier and confuses customers on the storefront.
Tip: Use the default-tax-rate field on a category so all products inside inherit the right tax (Standard 18% VAT for retail in Tanzania, for example).