Please note: only users with the "Edit business settings" permission can manage category groups.
Category Groups are the top-level grouping for your Item Categories, often aligned with your sales groups in your POS system (e.g., Food, Beverage).
For example, Item Categories such as Produce, Meat, Dairy, and Dry Goods may all be mapped to a Food Category Group.
Category Groups are used in reporting to help you analyze costs and identify trends across broader areas of your business.
Steps to manage category groups on desktop
Steps to manage category groups on desktop
Click "Bonjour" at the top.
Choose "Business Settings".
Click "Vendor Settings".
Click "Edit".
Click "Manage groups".
Here you can add or edit existing groups.
Alternatively, you can access this view while editing an item category and clicking "Manage category groups":
Steps to manage category groups on mobile
Steps to manage category groups on mobile
Tap the profile icon in the navigation.
Tap "Settings".
Choose "Business Settings".
Tap the down arrow next to Users.
Choose "Vendor Settings".
Tap "Edit".
Tap "Manage groups".
Here you can add or edit existing groups.
Alternatively, you can access this view while editing an item category and clicking "Manage category groups":
