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    • Set up and Installation
        • Set up and install the Eats365 POS app
        • List of compatible devices
        • Connect an iPad to a network
        • Log in to the Merchant Portal
        • Hardware Setup
        • Scan and pair a printer
    • Menu Setup
        • Set up and manage a Category
        • Set up and manage a Single Item
        • Set up and manage a Kitchen Station
        • Set up and manage Modifiers
        • Set up and manage Special Request Quick Keys
        • Set up and manage a Custom Menu
        • Customize the menu layout
        • Set up and manage Tier Pricing Rules
        • Set up and manage a Combo Item
        • Set up and manage Modifier Master settings
        • Set up a Pickup Station
        • Set up and manage Product and Sub Product Type
        • Set up and manage All You Can Eat Menu
        • Set up and manage Menu Tags
    • Table Map Setup
        • Set up and manage Areas and Tables
    • Restaurant Settings
        • Set up and manage Media Group
        • Set up restaurant information
    • Dine-In Settings
        • Set up Dine-In settings
    • Takeout Settings
        • Set up Takeout settings
    • Queuing Settings
        • Set up Queuing
    • System Preferences
        • Manage System Preferences
        • Manage General Preferences
    • Device Management
        • Set a primary POS
        • Reset the Eats365 POS
        • Update the Eats365 POS
    • Account Management
        • Change POS password
        • Change the Merchant Portal password
        • Change activation email or phone number
        • Switch between Merchant Portal themes
    • Reservation
        • Set up Reservation
    • Import Tools
        • How to use Import Tools
    • Time Sheets
        • Manage Staff Time Sheet

Table of Contents

Set up and manage a Category

Learn how to create and manage menu categories on the Eats365 POS or on the Merchant Portal.

Updated on May 3rd, 2023

Categories allow you to place your menu Items into groups. You can create categories for different food and item types, and determine where each menu Item should fall under.

In this article, you’ll learn how to set up a category, as well as, manage existing categories.

Delete

Important: This setting should be set up first. Otherwise, you won’t be able to complete setting up a menu Item.

Add a category

To add a category, follow the steps below:

Eats365 POS

  1. Log in to the Eats365 POS.
  2. At the top left, tap Settings .
  3. Under General, tap Menu Setup, then select Category.
  4. At the top right, tap Add Category.
  5. Select the category language. 
    Note: You must enter a default name for the category. The name becomes available in whatever language the POS app is using. For multi-language menus, after selecting a default language, tap the language drop-down list and select your preferred language. Then, enter the alternate name in that language.
  6. On the blank field, enter your category’s name.
  7. (Optional) Add an image for your category.
  8. To allow the category to show up on the POS, turn on Show on Menu .
  9. Set which course the category should fall under. By default, the category shows up under the Instant course. 
    Tip: You can change the default course from System Preferences. For more information, refer to Set up and manage Courses.
  10. Add the date and time when your category becomes available on the POS.
    Tip: You can customize your category to appear on the POS in specific time slots, depending on the day. For example, you can set your category to show on the POS from 8 AM to 10 AM on Wednesdays and from 10 AM to 5 PM on other days of the week.
  11. Set up staff roles and application permissions.
    Note: You can choose to Allow All access to staff roles and applications simultaneously. However, it’s recommended that you enable or disable access to each role and application individually.
  12. At the top right, tap Save to confirm.
Delete

Merchant Portal (Classic)

Delete

Tip: To switch themes, at the top right, click on the account name. Then, select Switch to new theme.

  1. Log in to the Merchant Portal.
  2. On the left panel, click on Menu Setup, then select Category. 
  3. At the top right, click on +Category.
  4. Select the category language.
    Note: You must enter a default name for the category. The name becomes available in whatever language the POS app is using. For multi-language menus, after selecting a default language, tap the language drop-down list and select your preferred language. Then, enter the alternate name in that language.
  5. On the blank field, enter your category’s name.
  6. To allow the category to show up on the POS, turn on Active .
  7. Set which course the category should fall under. By default, the category shows up under the Instant course.
    Tip: You can change the default course from System Preferences. For more information, refer to Set up and manage Courses.
  8. Add the date and time when your category becomes available on the POS.
    Tip: You can customize your category to appear on the POS in specific time slots, depending on the day. For example, you can set your category to show on the POS from 8 AM to 10 AM on Wednesdays and from 10 AM to 5 PM on other days of the week.
  9. (Optional) If you have Pickup Station set up, choose under which Pickup Station should menu Items go.
  10. At the top, click on Permissions. Then, set up staff roles and application permissions.
    Note: You can choose to Allow All  access to staff roles and applications simultaneously. However, it’s recommended that you enable or disable access to each role and application individually.
  11. At the top right, click on Save to confirm.
 Delete 

Merchant Portal (New)

Delete

Tip: To switch themes, at the top right, click on the account name. Then, select Back to classic theme.

  1. Log in to the Merchant Portal.
  2. On the left panel, click on Menu Setup. 
  3. Click on Category. Then, select +Category.
  4. To allow the Category to show up on the POS, turn on Show on Menu .
  5. Under Category Name, select the Category language and enter the category name. 
    Note: You must enter a default name for the Category. The name becomes available in whatever language the POS app is using.
  6. Add an image for your Category.
  7. Set which course the Category should fall under. By default, the Category shows up under the Instant course. 
    Tip: You can change the default course from System Preferences. For more information, refer to Set up and manage Courses.
  8. Add the date and time when your Category becomes available on the POS. 
    Tip: You can customize your Category to appear on the POS in specific time slots, depending on the day. For example, you can set your Category to show on the POS from 8 AM to 10 AM on Wednesdays and from 10 AM to 5 PM on other days of the week.
  9. (Optional) If you have Pickup Station set up, choose under which Pickup Station should Menu Items go.
  10. At the top, click on Permissions. Then, set up staff roles and application permissions. 
    Note: You can choose to Allow All  access to staff roles and applications simultaneously. However, it’s recommended that you enable or disable access to each role and application individually.
  11. At the top right, click on Save to confirm.
Delete

Manage category

Edit a category

To edit a category, follow the steps below:

Eats365 POS

  1. Log in to the Eats365 POS.
  2. At the top left, tap Settings .
  3. Under General, tap Menu Setup, then select Category.
  4. Tap the category that you want to edit.
  5. Update your category.
  6. At the top right, tap Update to confirm.
Delete

Merchant Portal (Classic)

Delete

Tip: To switch themes, at the top right, click on the account name. Then, select Switch to new theme.

  1. Log in to the Merchant Portal.
  2. On the left panel, click on Menu Setup, then select Category. 
  3. Next to the category that you want to edit, click on Edit .
  4. Update your category.
  5. At the top right, click on Save to confirm.
Delete

Merchant Portal (New)

Delete

Tip: To switch themes, at the top right, click on the account name. Then, select Back to classic theme.

  1. Log in to the Merchant Portal.
  2. On the left panel, click on Menu Setup, then select Category. 
  3. Next to the category that you want to edit, click on Edit .
  4. Update your category.
  5. At the top right, click on Save to confirm.
Delete

Delete a category

To delete a category, follow the steps below:

Delete

Important: If your category is linked to a Single Item, a Combo Item, or a Custom Menu, you won’t be able to delete the category. You must remove all Items first before you can delete your category.

Eats365 POS

  1. Log in to the Eats365 POS.
  2. At the top left, tap Settings .
  3. Under General, tap Menu Setup, then select Category.
  4. Tap the Category that you want to delete.
  5. Update your Category.
  6. At the top right, tap Delete. A prompt appears to confirm if you want to delete the Category.
  7. Tap Delete to confirm.
Delete

Merchant Portal (Classic)

Delete

Tip: To switch themes, at the top right, click on the account name. Then, select Switch to new theme.

  1. Log in to the Merchant Portal.
  2. On the left panel, click on Menu Setup, then select Category. 
  3. Next to the category that you want to edit, click on Delete . Then, select Confirm.
Delete

Merchant Portal (New)

Delete

Tip: To switch themes, at the top right, click on the account name. Then, select Back to classic theme.

  1. Log in to the Merchant Portal.
  2. On the left panel, click on Menu Setup, then select Category. 
  3. Next to the category that you want to edit, click on Delete . Then, select Confirm.
Delete

Reorder Categories

If you want your Categories to appear in a specific order on the POS, follow the steps below:

Eats365 POS

  1. Log in to the Eats365 POS.
  2. At the top left, tap Settings .
  3. Under General, tap Menu Setup, then select Category.
  4. At the top right, tap Edit.
  5. Next to the Category that you want to move, tap and hold Reorder . Then, drag the Category in the order that you want it to appear on the POS.
  6. At the top right, tap Done to confirm.
Delete

Merchant Portal (Classic)

Delete

Tip: To switch themes, at the top right, click on the account name. Then, select Switch to new theme.

  1. Log in to the Merchant Portal.
  2. On the left panel, click on Menu Setup, then select Category. 
  3. Next to the Category that you want to move, click and hold on Reorder . Then, drag the Category in the order that you want it to appear on the POS.
Delete

Merchant Portal (New)

Delete

Tip: To switch themes, at the top right, click on the account name. Then, select Back to classic theme.

  1. Log in to the Merchant Portal.
  2. On the left panel, click on Menu Setup, then select Category. 
  3. Next to the Category that you want to move, click and hold on Reorder . Then, drag the Category in the order that you want it to appear on the POS.
Delete
create category set up category manage category edit category reorder category delete category

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Related Articles

  • Set up and manage a Combo Item
  • Set up and manage Product and Sub Product Type
  • Customize the menu layout
  • Set up and manage a Custom Menu
 
 
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