Adding a new category

This guide explains how to create a new category from the Merchant app so that products can be grouped and shown correctly in the menu and billing screens.

Prerequisites

• You are logged in to the merchant app with a role that has permission to edit and manage Categories.

Step 1: Open the Add Category popup

1. In the Inventory page, click the Base Menu tab if it is not already selected.
2. Go to the Categories section from your Inventory.
3. Click the Add Category button.
4. The Add Category popup appears, as shown below.

Add Category form with all fields.

Step 2: Enter basic details

1. In the Name field, enter the category name.
   • This is a required field.
   • Example: Beverages, Starters, Desserts.
2. In the Sort order field, enter a number to control where this category appears in the list.
   • This is a required field.
   • Lower numbers appear earlier in the menu.

Step 3: Select parent category (optional)

1. If this should be a subcategory, open the Parent category (Optional) dropdown.
2. Select an existing parent category from the list.
3. Selecting a parent turns this category into a subcategory.”

If you do not want this to be a subcategory, leave this field empty.

💡Note: Parent category will not contain any products associated with it. It can only have subcategories.

Step 4: Add description and translations (optional)

1. In Description, type a short explanation for this category (for internal use or tooltips).
2. In the Translations section:
   • Click the + icon to add translations.
   • Add category names in other languages if you need multi-language menus.

Step 5: Submit the category

1. Click Submit.
2. Confirm that:
   • The category is available for selection when creating or editing products.
   • The new category appears in the Categories list when you are adding a new product to the inventory.

Refer Add a new Product