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Create and Updating Categories

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Written by EPOS Support

Overview

Categories allow you to group similar items together (e.g., Appetizers, Beverages, Accessories). A clear category structure reduces checkout time, simplifies menu navigation, and keeps your entire product catalogue organised—across POS, online ordering, and integrated delivery platforms.
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Why categories matter

  • Faster item lookup during checkout

  • Cleaner menus for staff and customers

  • Easier management of seasonal menus and promotions

  • Automatic syncing across all connected sales channels


Who is this guide for?

  • Store Owners setting up their catalogue for the first time

  • Managers organising menus or departments

  • Staff Members handling inventory or daily menu updates


Permissions

Ensure you have permission to create, edit, or delete categories. If not, contact your store admin.
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Plan Your Category Structure

A well-planned layout saves time later. Consider grouping items by:

  • Type (e.g., Coffee, Pastries, Shoes, Accessories)

  • Department (e.g., Retail, Food, Drinks)

  • Menu flow (Starters → Mains → Desserts)

  • Season or campaign (e.g., Holiday Specials, Summer Picks)

Syncing Across Platforms

Changes sync automatically to:

  • EPOS360 Mobile App

  • EPOS360 Online Store

  • Integrated e-commerce or delivery apps

Sync typically completes in a few minutes depending on platform load.

Accessing Categories

You can access the Item Catalogue from two places.

Option A — From the Sell Screen

  1. Tap Sell in the main navigation.

  2. Scroll to the bottom of the item grid.

  3. Tap Manage Items.

Option B — From the More Menu

  1. Tap More (…) in the main navigation.

  2. Tap Items.

Once inside the Item Catalogue, tap Categories.

How to Create a Category

  1. Open Item Catalogue → Categories.

  2. Tap Add Category.

  3. Enter a name (e.g., Summer Specials, Hot Drinks).

  4. Tap Assign Items to add or remove items.

  5. Drag the handle (≡) to reorder items.

  6. The order shown here is the order customers and staff see during checkout.

💡 Pro Tip

You can also create a new category directly while adding or editing an item.

How to Edit a Category

  1. Go to Item Catalogue → Categories.

  2. Tap the category you want to update.

  3. Edit the name, item assignments, or item order.

  4. Tap Save.

How to Delete a Category

Important: Categories must be empty before they can be deleted.

  1. Open Categories and select the category.

  2. Tap the Delete icon.

  3. Remove or reassign any items still inside the category.

  4. Tap Delete Now to confirm.

Best Practices

  • Use clear, simple names
    Avoid long labels (e.g., use “Hot Drinks” instead of “All Drinks Served Warm”).

  • Limit the number of categories
    8–12 categories work best for fast scanning during peak hours.

  • Order by popularity or workflow
    Place your best-sellers or commonly accessed categories at the top.

  • Use categories for seasonal menus
    Easily hide or disable these when the season ends.

  • Keep items consistent across channels
    Ensure the same category structure appears in your POS and online store.

Troubleshooting

  1. My changes aren't appearing on the POS or online store

    1. Wait a few minutes for syncing to complete.

    2. Force-refresh by reopening the Sell screen.

    3. Check your internet connection.

    4. Ensure no sync errors are showing under More → Settings → Integrations.

  2. I can’t delete a category

    1. Make sure all items have been removed from the category first.

  3. I don’t have the option to add or edit categories

    1. You may lack the required permissions. Contact your store admin.

  4. Items are appearing in the wrong order

    1. Reopen the category and adjust item ordering using the drag handle (≡).

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