Category Groups

Create Category Groups

1. Log in to Connect and click Options from the left side menu.
2. From the Options dropdown menu, select Category Group.
3. Click the blue Create button. 
   Note: Click on the Hamburger icon to export and import data.
   
   

3. Enter a Display Name and Internal Name.
4. Click on Save to finish.
   
   

Edit Category Groups

Once the Category is created, select the category group to continue the setup. 

Details Tab

• Image: Click to upload an image to personalize the category group.
  • Image size should be 500x500 and not exceed 4MB. 
• Display Name: The name that will show on the terminal or POS. 
• Internal Name: A more detailed name/description of this category group is only visible in Connect.  
• Is level 2: Make this category group a category 1 (by default) or category 2. 
• Sort Order: Specify a sort order to determine the appearance of category groups at the terminal. 
• Button Text Color: Optional feature to customize button text colors in Activate and Interact. 
• Button Background Color: Optional feature to customize button colors in Activate and Interact. 
  
• Age Restriction: Item restrictions are available to give the end-user the ability to restrict the sale of items and categories by age or external reasons. Select a Restriction from the dropdown to apply to all items in the Category. 
• Shippable: Enable if the items in this category can be shipped.
• Allowable Return Window (Days): Determine the return window for items in the category.
• Quantity Required: A window will require the user to select a quantity for items in the group before they can be added to the cart at the POS terminal. 
• Activate Items: The number of Active items assigned to the Category Group. 
• Deactivate Items: The number of Inactive items assigned to the Category Group. 
  

Tender Restrictions Tab

1. Toggle Enable Tender Restrictions to Yes.
2. Set the available tenders to Active or Inactive.
3. Use the Activate All, De-activate All, or Reset All options for mass updates. 
   • Active allows the item to be paid for with that tender.
   • Inactive will prevent completing an order with that tender.
4. Select the green Checkmark to save.
   
   
   

Card Restriction

Enable Card Restrictions to allow the discount to work only with specific Card Types. A Restriction Config must be entered to enable.

Assign Category Groups to an Item

1. Log in to Connect and click Items in the left side menu.
2. Select Items from the menu.
3. Search for and select the item to edit. 
   
4. Click on the Category Groups tab. 
   
   
5. Click on the blue Add Category Group button for the corresponding level of the Group that needs to be added. 
6. Click Assign next to the appropriate category.
7. Click on the top right X to close the window.