Enterprise - Category Groups in Connect for Appetite

Description: Category Groups allow the creation of the various categories and subcategories that appear in Activate to organize the menu items (e.g., cocktails, wine, kids' menu, etc.).

Note: If a Category is created as Level 2, it will be a Subcategory.

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POS Categories are also used similarly. 

Create Category Groups

1. Select the Category Groups icon on the Corporate Dashboard.
   
   
2. Select the blue Create button. 
   Note: Select the hamburger icon to export and import data.
   
   

2. Enter a Display Name and Internal Name.
3. Select Save to finish.
   
   

Edit Category Groups

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

Details Tab

• Image: Select 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: This category group's more detailed name/description 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 allow the end-user 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. 
  
  
  

Assigned Venues Tab

1. To assign a category group to a venue, select the blue Add Venue button under the assigned venue tab. 
2. Select Assign for the venues that will use the Group.
3. There are also Unassign All and Assign All options.
   
   

Hierarchy Assignment Tab

1. Select the blue Assign Hierarchy Node button.
2. Select Assign to add the Group to an existing Hierarchy.
   
   

Assign Category Groups to an Item

1. Select the Items icon under the Items section on the Enterprise Connect Dashboard. 
   
   
2. Search for and select the menu item to assign a Category Group.
   
   
   
3. Select the Category Groups tab. 
   
   
4. Select the blue Add Category Group button for the corresponding level of the Group that needs to be added. 
5. Select Assign next to the appropriate category.
6. Select the top right X to close the window.