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      Adding Categories to Your Point of Sale

      Organize your products by creating categories for a streamlined Point of Sale experience

      When setting up your online Point of Sale shop, it’s essential to organize your products under specific categories. This makes it easier for customers to navigate and find what they’re looking for. Follow these steps to add categories to your Point of Sale system:

      1. Create a Parent Category:
        To begin:

        1. Click < to the right of Point of Sale.
        2. In the expanded menu click Categories and select Create.
        Here, you can set up a main category (also known as a Parent Category), such as "Apparel" or "Accessories." You can later add sub-categories under this main category to further organize your products, like "T-shirts" or "Bags."

      2. Add Category Details:
        Enter the category name and description in the designated fields, then click Save. This will create your primary category, which will appear in your category list.

      3. Create Sub-Categories:
        To add a sub-category, repeat the steps above, but also select the relevant Parent Category. This could be something like "Kids' Apparel" under the main "Apparel" category.

      4. View and Manage Categories:
        You can see all your categories and sub-categories listed under Point of Sale > Categories. This allows you to manage your categories, ensuring all products are well-organized.

      5. Link Products to Categories:
        Once your categories are set up, it’s time to attach products to them.

        1. Click < to the right of Point of Sale.
        2. In the expanded menu click Products.
        3. Select the product you want to assign to a category.
        4. Navigate to the Categories tab.

        5. Choose Attach/Detach to link the product to a specific category or sub-category.

      6. Customer View:
        After linking products to their respective categories, your customers will be able to see these organized products in your portal shop, making their shopping experience seamless and efficient.

      For detailed instructions on creating products, check out our guide here ➡️ Creating Products

      If you need further assistance or have any questions, feel free to reach out to our support team. We're here to help!