MyVenue · Configuration
How to Add or Move a Category
How Groups, Categories and Families fit together, and how to add a new category or move a product into a different one.
In this article
Products are organised using broad Groups and more specific Categories. Use this guide when a product needs a new category or needs to move into a different part of the product hierarchy.
Understand the hierarchy
The highest product level, which should stay broad, such as Food, Alcohol, Non-Alcoholic Beverages, or Operating Supplies.
Sit under groups and should describe a more specific set of products, such as Beer, Snacks, Sandwiches, or Red Wine. Each product is assigned to a category on the product Settings tab.
Separate from categories. They are used to control availability, location assignment, printing, tax exemptions, modifier choices, and other operational rules.
Add a new group or category structure
Go to Products and open the relevant Groups or Categories area.
Use the + button to add the new record.
Enter a clear name that matches the reporting or operational structure.
Keep group names broad and use categories for the more detailed product split.
Save the record before assigning products to it.
Move a product to another category
Open Products > Products and edit the product.
Go to the Settings tab.
Change the Category to the correct new category.
Review GL codes, report tags, families, modifiers, and POS groups because these may need to match the new category.
Save the product and check any menus or families that depend on the old category.
Checks before saving
Before you save
- If a family includes a whole category, moving products can also change where they appear by location.
- Review reports after restructuring categories so sales and inventory remain grouped as expected.