How to Add a Category

To add a Category to the Item Library, start by selecting Items on the left side of the Navigation Menu, and then select Item Library from the listing below. On the Item Library screen select the Add Category button on the top right side of the screen. This will direct you to the Add Category screen.

 

 

Enter the name of the Category in the Name field at the top of the Add Category screen. Next choose what color you wish for the Item Button to be on the POS application by clicking the arrow on the right side of the Color option box, and then selecting a color from the dropdown menu that appears.

 

Then choose an Icon Type for the Category by clicking the arrow to the right side of the Icon Type option box, and then select an Icon Type from the dropdown menu that appears.

 

 

Finally, choose an Icon that will be displayed next to the Category name by clicking the arrow on the right side of the Icon option box, and then select an Icon from the dropdown menu that appears.

Once finished, select the Save button at the bottom right side of the Add Category screen.

 

 

Step by Step Summary

1. Select Library on the left side of the Navigation Menu, and then select Item Library from the listing below.
2. Select Add Category button on the top right side of the Item Library screen. Enter the Name of the Category in the Name field.
3. Choose a color of the Item Button color by clicking the arrow on the right side of the Color field, and then select an option from the dropdown menu.
4. Choose an Icon Type by selecting the arrow to the right side of the Icon Type field, and then select an option from the dropdown menu.
5. Choose an Icon by selecting the arrow to the right side of the Icon field, and then selecting an option from the dropdown menu.
6. Select save at the bottom right side of the Add Category screen.
7. Must sync POS devices to pick up changes.