Creating and Editing Categories

How to create and manage categories in the Softpoint POS system:

1. Log into Softpoint Dashboard: Go to the Menus Layout section.
2. Select Category Type: Choose the category type for POS, online ordering, or kiosk.
3. Create a Category:
   • Click on the three dots next to Categories and select Add New Category.
   • Enter a category name and a category button name (e.g., “sandwich” and “full sandwich”).
   • Select the sales category (e.g., food, beverage, alcohol, retail).
   • Optionally, associate a prep station and set the maximum number of items.
   • Set the availability times and days (e.g., Sunday specials, happy hour).
   • Customize the background color and image, and choose if the category will be available on POS, online ordering, or kiosk.
4. Arrange Categories: After creation, you can reorder categories by clicking the three dots and selecting Arrange Display Order.
5. Edit Category: To modify a category, click the three dots next to it and select Edit. Changes can include:
   • Status (active/inactive)
   • Category name, button name, sales category, tax rate, prep station, maximum items, and availability times/days.
   • Background color and device availability (POS, online ordering, kiosk).