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
- Groups are the highest product level and should stay broad, such as Food, Alcohol, Non-Alcoholic Beverages, or Operating Supplies.
- Categories 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.
- Families are 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
- 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.