POS Item Display Categories

The Point of Sale (POS) Item Display Category command is in the Menu Item Set Up section of the Point of Sale (POS) Configuration menu, see Point of Sale (POS) Configuration Menu Overview for more details.

The Point of Sale (POS) Item Display Category command on the POS Maintenance menu allows you to add (and remove) the categories of menu items available at your restaurants. Categories are simply used to group the menu items, making the list that staff needs to choose from shorter and therefore easier to navigate quickly.

Select POS Item Display Categories from the Menu Item Set-up section of the Point of Sale (POS) Configuration menu.

The screen display is split into two frames, with the left side of the screen listing any already configured categories for the property and the right side containing the fields you need to complete in order to add or edit a category for the property. Any changes made on the right, once saved, will be updated in the listings to the left.

POS Item Display Categories screen, left side detail showing configured Category names

The currently configured Category options can be displayed by:

List Order: This determines where the Category appears listed in the interface.

Name: The name of the Category can be sorted alphabetically or a particular Category searched for manually.

Selecting any Category Name display the details on the right. The right side contains the fields you need to complete in order to add or edit a Category for the outlets on your property.

Display Category screen, right side detail showing editing options

Your options include the following:

Generate a new entry:

Click the New Generate New Entry button button from the toolbar to add a new Category.

Complete the fields described below.

OR:

Select an existing Category from the list on the left, and click the Replicate Replicate Current Entry button button from the toolbar.

Then change the field information as described below.

Edit the current selection:

Change the field information described below.

 

List Order: This determines in what order the table section appears listed in the interface.

Enter a number into the List Order field.

This field is optional. If no order is specified, the categories are listed in alphabetical order in the Point of Sale (POS) interface.

Category Name: This is the name that appears for the Category in the interface.

Be sure to use a label that staff can easily associate with those types of menu items. You may want to use the same terms as appear on your restaurant menu, for consistency.

This field is required. Use a label that will be easy for staff to identify and select.

Category Color (text): This is the color option of the text in the Category button as displayed on theRestaurant Check screen. Any color may be picked. Default text color is black.

Category Color (background): This is the color option of the Category button itself, as displayed on the Restaurant Check screen. Any color may be picked. Default background color is white.

When choosing colors please choose options that will be easy for staff to identify and select.

Not Active?: This box may be checked or unchecked. By default, it is unchecked.

It should only be checked if the Category is no longer in use.

Once a Category has been added to the list on the left, it will remain in the list (cannot be deleted) if there has been any checks created for it. Once a check is created, it exists in several places in the system, and therefore there cannot be a check for something that does not exist.

 

When you are finished adding or editing Categories, click the Save Save button button to save the changes.

To view any changes made, click the Activity log Activity Log button button in the local tool bar.

 

Date Updated August 19, 2024