Adding a new category to the inventory

This guide explains how to add a new category to the inventory from the staff app.

Prerequisites

• You are logged in to the staff app terminal that has edit access to Category.

• In the merchant app, go to Terminal settings → Inventory management → Category and select the necessary permissions (Add, Edit).

  

! Caution : While making changes to the terminal settings in the Merchant app, make sure you have selected the desired terminal.

Step 1: Open the Inventory module

1. From the main profile icon, select Inventory → Category.

Step 2: Start adding a new category

1. Click Add Category .

2. A New Category form or dialog appears.

   

Example of the Inventory → Category list page.

The New Category form with basic details.

Step 3: 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 4: 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 5: 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 6: 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