Set up item categories in Point of Sale
Categories group your Point of Sale items into the tabs your staff tap on the order screen. They also organize your sales reports, so set them up before you add items.
Add a category
Go to Point of Sale > Items > Categories.
Click [button name].
Enter a name your treasurer will recognize, like Food & Beverage, Swim Lessons, or Merchandise.
Click [Save].
Your new category now appears in the Category dropdown when you add an item. Assign a category to each item before publishing: publishing requires a category in the item editor, Quick Edit, and bulk edit. Drafts and the Employee Discount item are unaffected, and existing live items without a category can still be saved normally. Existing uncategorized items appear in your sales reports as Uncategorized or Unknown category.
💡 Tip: Stick to a handful of categories and keep the same names every season, so your reports are easy to compare from year to year.
Rename a category
Go to Point of Sale > Items > Categories.
Find the category and click [Edit].
Update the name and click [Update].
Delete a category
⚠️ Heads up: You can delete only a category with no items. If a category is still in use, the Delete link is replaced with a notice showing how many items use it. Move its items to another category first.
Move each item in the category to a different category. See Adding Products and Items to Point of Sale for how to edit an item.
Go to Point of Sale > Items > Categories.
Find the empty category and click [Delete].
Next step
Now add the items your club sells: Adding Products and Items to Point of Sale.


