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3.6.1 Category management

Article goal​

Show how to work with the “Category management” section: create and edit product categories, add and edit bar items, manage write-offs and receipts, change categories and the catalog structure.

Who this article is for​

  • Administrators;
  • Bar managers;
  • Club owners;
  • Staff responsible for stock accounting and working with the store

What you will learn​

  • Where the “Category management” section is located;
  • How to create and edit product categories;
  • How to change the order of categories;
  • Which actions are available for items inside a category;
  • How to edit an item and move it to another category;
  • How to write off and receive items;
  • How to mark an item as a special offer;
  • How to export the item list to PDF and Excel

Prerequisites​

Before you start, make sure that:

  • You have access to the “Store” section.
  • Items and categories are created correctly (if not, you can create them in this section).
  • Item and category images are prepared if needed.

Section overview​

3.6.1 Category management — image 1

The Store → Category management section consists of two main areas:

1. Category list (left side of the screen)​

3.6.1 Category management — image 2

All created bar categories are displayed here. For each category you have:

  • Name;
  • Category edit button (gear icon);
  • Ability to change the order of categories by dragging them using the “three lines” icon.

2. Item list of the selected category (right side)​

3.6.1 Category management — image 3

Each row contains:

  • Item name;
  • Cost price;
  • Sale price;
  • “Special offer” toggle;
  • Action menu (gear icon).

At the top there is a PDF / Excel export button which allows you to generate a report for the category.

Functionality​

1. Creating a category​

3.6.1 Category management — image 4

Steps:

  1. Go to Store → Category management
  2. Click “Add category”
  3. In the window that opens, fill in:
    • Category name
    • Description (optional)
    • Category image (displayed in the bar menu in the app)
  4. Click “Create category”

2. Editing a category​

3.6.1 Category management — image 5

To edit an existing category:

  1. Select the category in the list on the left.
  2. Click the gear icon.
  3. In the window that opens, you can:
    • Change the name
    • Change the description
    • Replace the image
  4. Click “Update category”

The category will be updated in the general list.

3. Changing the order of categories​

3.6.1 Category management — image 6

You can arrange categories in any order.

  • Hover the cursor over a category
  • Drag it using the “three lines” handle
  • Move it up or down

The order is updated automatically and affects how categories are displayed in the CRM interface.

4. Managing items inside a category​

3.6.1 Category management — image 7

The item menu contains 4 functions:

  1. Write off item
    — manually decrease the item stock (for example, if it is spoiled or used for testing).
  2. Receive item
    — add new quantity to the store.
  3. Edit item
    — change data in the item card.
  4. Change item category
    — move the item to another category.

5. Editing an item​

3.6.1 Category management — image 8

Select a category and then the required item, then click the gear icon on the right side of the row.

When you select “Edit”, a window opens where you can change:

3.6.1 Category management — image 9
  • Name
  • Purchase price
  • Sale price
  • Category
  • Unit of measurement (pcs, grams, etc.)
  • Volume (ml and so on)
  • Gross weight
  • Calories
  • Item description
  • Item image

Important: Without gross weight and calories specified, the item will not be created or updated.

6. Marking an item as a “Special offer”​

3.6.1 Category management — image 10

In the item list there is a “Special offer” toggle.
When enabled, the item is marked as promotional and can be highlighted in the bar interface.

7. Exporting data to PDF and Excel​

3.6.1 Category management — image 11

In the upper-right corner of the section there are buttons:

  • PDF
  • Excel

They allow you to export the item list of the selected category in a convenient format.

Common situations​

ProblemSolution
Item is not savedCheck whether gross weight and calories fields are filled in
Image is not uploadedUse JPG/PNG with size up to 1 MB
Category disappeared from the bar menuMake sure there is at least one active item in it
Item is not shown in the barCheck that the price is set, there are no zero values, and the item is assigned to a category