Categories are the groups your menu items or products belong to. Learn how to create new categories, map items to existing categories, change category status, add images, and manage tax rates.
Category List Screen
When using the GRUBBRR Portal, you can make changes on the company or location level.
On the company level, categories can be created and enabled for all or some of the locations. On the location level, categories can be created for that specific location.
To reach the category list screen:
-
Log in to the GRUBBRR Portal with company or location credentials
- Pick a level based on how you wish to create your menu
- Select 'Menu' from the left sidebar menu
- Select 'Catalog Management' from the dropdown
- Select 'Categories' from the dropdown
Managing Categories
From this page, you can create, edit, clone, and archive categories. You can also assign category-specific tax rates and upload category images.
For more information about creating categories, scroll to the 'Creating Categories' header.
You can edit a category by selecting the gear icon under the 'Settings' icon. This will allow you to make changes to the category detail screen. For more information on the category detail screen view the 'Creating Categories' section.
You can change category status by toggling the switch underneath the 'Status' column on the category list screen.
Cloning a category allows you to create a category using the same settings as your cloned modifier with any necessary changes. To clone a category, select the first icon (overlapping boxes on a black background) under the 'Action' column.
To manage item images, select the second icon (landscape on a blue background) under the 'Action' column. From here you can upload item images or swap out existing ones. Only one item image can be active at a time.
To archive a category, select the third icon (box on a black background) under the 'Action' column. An archived category will not appear in your menu and will be moved into the 'Archive' of your item list.
To view your archive, select 'Archive' in the upper right-hand corner of the screen. From here you can un-archive categories by selecting the same icon once again.
There are some cases in which you may want to have a separate tax set for a category (i.e.: alcohol). If you want to set category-specific taxes, you will have to be viewing your categories at a location level.
Select the 'Tax' icon (percentage sign on a blue background) in the 'Action' column. From here you can select a different tax group for that specific category.
Category Tree View
To view your current category structure you can select 'Tree View' from the upper right-hand corner of the screen. This will show you what categories are nested under other categories (subcategories).
Creating Categories
To create a category:
-
Log in to the GRUBBRR Portal with company or location credentials
- Use whichever is the level you have previously been creating your menu on
- Select Menu from the left sidebar menu
- Select Catalog Management from the dropdown
- Select Categories from the dropdown
- Select +Add New in the upper right section of the screen
- On the Category creation page, make the following configurations:
- Enter a Category Name
- If you are not using a display name, the name will show everywhere for the category
- If you are using a display name, the name will show in the Portal, POS, and KDS
- Enter a display name if desired
- This is a separate name for the category that will show on the kiosk
- Enter a value into the display order field
- If you want your categories to display in a specific order, you can edit that here (1 is first, 2 is second, 3 is third, etc.)
- Upload a category header if desired
- You can choose to have an image background as their category header instead of a solid color (primary color)
- Upload a background image if desired
- You can give each category an individual background image
- If you intend on using a selected and deselected image, upload those here
- The selected image shows when the category is being viewed, the deselected image will show when a different category is being viewed
- If you only want to use one image for your category, use the images icon from the category list view to upload the image
- Select Save
- Enter a Category Name
Additional Settings
There are also many non-required settings you can configure for your category. None of the below steps are required but can be used as desired or needed.
- Select 'Click to Manage Additional Settings' from the item detail screen
- If you want to configure this category as a subcategory, select the category it will appear under from the parent category dropdown
- Pick a color to color code the category on the POS and KDS
- Customize the value in the items per row field
- You can set this as 1, 2, or 3
- Select Hide Header Text if you are using a header image that is not compatible with the white text
- Select Is Alchohol to mark this category as containing alcoholic items
- Check Is Catering to make this category show on the online catering webpage
- Select ‘Scheduling' from the tabs at the top of additional settings
- Enter a start and/or end date
- Enter days and times for availability
- Select Save
Category Management: Disable Category vs. Show on Kiosk/Pos/Online Order
On the Update Category page, there are three flags that can be toggled on or off as needed. As their names imply, the Show on Kiosk/Pos/Online Order flags allow us to control where in the GRUBBRR ecosystem a category will be displayed when its status is set to active. If you use Loyalty functions on your kiosk, you can even set some categories to only show to loyalty customers. This helpful function makes it possible to offer kiosk-only categories or to pre-build a new category in the GRUBBRR Portal without having it show up on your kiosk before you're ready to start offering it to your guests.
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