Sub-Categories

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Overview

Sometimes a single CATEGORY just isn’t enough.

  • You may have too many MENU ITEMS for a single CATEGORY.
  • You may want to group similar MENU ITEMS into more manageable sub groups.
  • You may want to report on different areas of your business as though they were separate Channels of Trade ( COT )

The reasons are endless and varied.

OscarPOS Cloud makes this very easy for you to achieve with SUB-CATEGORIES aka MENU-GROUPS.

Enable Menu Groups in each POS APP

On each POS APP, navigate to menu / General Settings / Enable Menu Groups

Put a tick in the box to turn this on.

POS APP - Enable Menu Groups aka Sub Categories
POS APP – Enable Menu Groups aka Sub Categories

Create Your Top Level Menu Categories

Refer to KB Article Categories : View / Create / Delete

Only thing different is to leave ROOT CATEGORY empty.

BOM - Items List - Categories List - Top Level Category aka Top Level Group
BOM – Items List – Categories List – Top Level Category aka Top Level Group

Create Your Menu Sub Categories

Most of the processes relating to Menu Categories will apply here.

Only difference is to change the Root Category to the parent.

Parent, child, top, sub …. A lot of terms are interchangeable 🙂

BOM - Items List - Categories List - Sub Category aka Sub Group
BOM – Items List – Categories List – Sub Category aka Sub Group

View Your Handy Work

Navigate to BOM / Items List / Categories List.

The default view is to show TOP LEVEL as collapsed.

When you click on the <+> sign, one ( or all ) will show as expanded.

BOM - Items List - Categories List - Expanded to Show Child Groups
BOM – Items List – Categories List – Expanded to Show Child Groups

Add / Move Menu Items to a Sub Category

The process is the same as used to ADD MENU ITEMS, except you choose the SUB-CATEGORY.

BOM - Items List - Items - Add Item to a Sub Category
BOM – Items List – Items – Add Item to a Sub Category

POS APP Result

You can have two very different layouts depending on how you set “Use Menu Groups”.

Both have pros & cons.

Play with the option and see which works better for your COT.

POS APP - Order Screen - Use Menu Groups Enabled
POS APP – Order Screen – Use Menu Groups Enabled

 

POS APP - Order Screen - Use Menu Groups Disabled
POS APP – Order Screen – Use Menu Groups Disabled
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About the author: Tim Atkinson