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Organize categories: setting the order your categories appear in on the POS and the online store

How to use the Organize categories dialog on the Menus tab: the POS and Online / Third party tabs, dragging categories into order, Save order, Cancel, and how to confirm the new order was kept.

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Written by James Shepherd

After reading this article you will be able to put your product categories in the order you want them to appear, with one order for the POS and a separate order shared by the online store and third-party channels. The Organize categories dialog lives on the Menus tab of Shop+.

Where is Organize categories?

Organize categories is on the Menus list. In the left menu click Shop+, keep Products selected at the top, click the Menus sub-tab, then click the Organize categories button in the toolbar above the list (it sits between the search box and Fetch UberEats). The Organize categories dialog opens over the list.

The Organize categories dialog with the POS and Online / Third party tabs, a drag handle, Save order and Cancel

  1. The POS tab (1) holds the order used at the register.

  2. The Online / Third party tab (2) holds one order that both the online store and third-party channels use. The number on the tab is how many categories it lists.

  3. Each category row has a drag handle (three lines) at its left (3).

  4. Save order (4) stores the order. It is greyed out until you move something.

  5. Cancel (5), or the × at the top right, closes the dialog without saving.

Why are some of my categories missing from the dialog?

Some categories are missing from the Organize categories dialog because only categories with active products for the selected tab are shown, as the text at the top of the dialog says. A category whose products are all inactive, or that has no products published to that channel, is left out of that tab. In the example the POS tab lists eight categories while the Online / Third party tab lists seven, because the Daily Specials category has no online products.

The Online / Third party tab of the Organize categories dialog listing the seven categories with online or third-party products

The dialog also explains two more rules: "Shared categories can be rearranged without changing the shared category itself" and "Admin pin first / pin end still applies on top". In plain words, moving a shared category here only changes its position for this location, and any category an admin has pinned to the start or end keeps that place regardless of the order you set.

How do I change the order of my categories?

To change the order of your categories, drag a category by its handle to the place you want it, then save.

The POS tab after dragging BREAKFAST below LUNCH, with Save order now active

  1. Click the POS tab or the Online / Third party tab for the order you want to change.

  2. Press and hold the three-line handle at the left of a category, drag the row up or down to its new place, and release. In the example the Breakfast category was dragged down one place, below Lunch (1).

  3. Repeat for any other categories.

  4. Click Save order (2). A "Category order updated" message appears and the dialog closes.

Note: The POS order and the Online / Third party order are saved separately. Moving a category on the POS tab does not move it on the Online / Third party tab.

How do I check that the new order was kept?

To check that the new order was kept, click Organize categories again. The dialog opens with the categories in the order you saved, on both tabs. If you clicked Cancel instead of Save order, the dialog opens in the old order, because Cancel discards the moves.

When you have finished, the categories in the dialog sit in the order you chose for the POS and for the online store and third-party channels, and that order is what the register and the store use to arrange your product categories.

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