Item Categories
Create categories, build subcategory trees, and use them to organise menu and hybrid items.
Who is this article for?
Create categories to organise menu and hybrid items. Use a parent category when you need a nested structure.
Create a Category
Review the Tree
Open a category to review Basic Information, Child Categories and Assigned Items. Use the child-category controls to build a nested tree.
The category list supports search, status and parent filters, plus sorting. Check the parent relationship when similarly named categories appear in different parts of the tree.
Assign a Category to an Item
Open a Menu Item or Hybrid Item from Catalog Items. In Categories, choose Add Category or Add First Category, then select the category.
Stock-only items do not use this card. Use Stock take Storage Areas for physical counting places rather than treating menu categories as storage assignments.
Category assignments and child menus are separate: a category does not automatically create a menu section.
Open and complete an item Organise the menu tree