Please note: only users with the "Edit Products" permission can manage product categories.
Products, like recipes, can be associated to categories to keep everything organized. Ideally these are the same categories you use for accounting purposes.
When creating a category you are presented with the following fields:
Category Name
The name of your category.
GL Code (not required)
The GL code of the category that matches your accounting system.
Category Group
The overarching group that your category will fall under. For example, if you are creating a "Meat" category it would be associated to "Food". Category Groups are important for reporting/analytics purposes.
If you do not assign products to categories, they will default into "Uncategorized".
If you are using an integration with an invoice processing service like Ottimate (formerly Plate IQ), the Categories and GL Codes will automatically be imported into opsi. You cannot manage these categories from opsi as they are synced between the integration. You can and should, however, associate the proper Category Group to each one.
To create product categories manually:
Desktop steps
Desktop steps
1. First, ensure you are on the "Products" tab.
2. Click "View: Purveyors".
3. Click "Categories".
4. On this Categories view, click the green "+" icon.
5. Click "New Category".
6. Fill in the details of the category. Category Name and Category Group are required fields. Once done, click "Save".
7. Your category is now created and appears on the Categories view.
Mobile steps
Mobile steps
1. First, ensure you are on the "Products" tab.
2. Tap the "Filter" button.
3. Tap "Categories".
4. On the Categories view, tap "Add".
5. Fill in the details of the category. Category Name and Category Group are required fields. Once done, tap "Save".
6. Your category is now created and appears on the Categories view.
Read next: Adding or importing product