Summary
đź“‚ Categories Management: Create, edit, and delete categories from the web portal, ensuring consistency across devices.
🔄 Sync Across Devices: Categories can be duplicated and applied to multiple devices or removed as needed, allowing for efficient management across venues.
🛠️ Customization: Customize categories to match specific venue needs, including adding or removing categories from individual devices.
Detailed Step-by-Step Summary: Managing Categories via Web Portal
Introduction to Categories Management
- Accessing Categories: Log in to the web portal and navigate to the “Categories” page from the left navigation bar. This page displays all categories associated with your account.
Viewing and Editing Categories
- Category Overview: The categories listed on the web portal are synced with those on your devices. For example, the “Soups” category shown on the device can be edited directly from the portal.
- Editing Options: To edit a category, click on it, and you can change the category name or deactivate it. Deactivated categories will no longer appear on the associated devices.
Duplicating Categories Across Devices
- Cloning Categories: If you’ve opened a new venue and want to duplicate existing categories for consistency, you can easily clone categories from one device to another. This helps avoid re-entering data for each new venue.
- Applying to Multiple Devices: After cloning, the category will appear on all selected devices, allowing for consistent management across multiple locations.
Adding and Removing Categories
- Creating New Categories: To add a new category, click “Add New” and specify the name and type (e.g., “Prep” or “Sale”). By default, new categories are added to all devices, but you can customize which devices they appear on.
- Removing Categories: If a category is not needed on a specific device, you can remove it by selecting the device and using the “Move” function to exclude it.
Filtering and Managing Categories
- Filtering Options: Use filters to manage categories more effectively, such as viewing only “Sale” categories or those associated with a specific venue.
By following these steps, you can efficiently manage product categories across multiple devices and venues, ensuring that your labeling system remains organized and consistent. The web portal provides a powerful tool for customizing and controlling category data to meet your specific operational needs.