How Do I Add/Update Categories/Subcategories (Point of Sale)? – iClassPro Support

IN BRIEF:
Point of Sale (POS) categories and subcategories help organize products and make them easier to find when selling through the Office Portal and Customer-facing catalogs. Administrators can create, edit, reorder, and control the visibility of categories and subcategories from a centralized screen within the Point of Sale settings.

Overview
Accessing the Feature
Step-by-Step Instructions
- Creating New Categories or Subcategories
  - Important visibility note
- Editing Existing Categories or Subcategories
Troubleshooting & FAQs
Related Articles

Overview

Categories and subcategories are used to group products in the Point of Sale, allowing staff and customers to browse items more efficiently. Categories appear as top-level groupings, while subcategories are nested under existing categories for additional organization.

Each category and subcategory can include images, visibility settings, and optional SEO details for direct linking and social sharing. Categories can also be reordered to match your preferred display order.

Accessing the Feature

From the Office Portal, navigate to USER MENU>POINT OF SALE>CATEGORIES.
The Categories screen displays all existing categories and subcategories used for product filtering.

Additional details:

A search field is available to quickly locate a specific category or subcategory by name.

Step-by-Step Instructions

Creating New Categories or Subcategories

From the Categories screen:
1. Select New Category to create a top-level category, or
2. Select Add Subcategory next to an existing category to create a nested subcategory.
Complete the category form:
- Category Name
  - Displays in the Point of Sale window.
- SEO Slug
  - Used as part of the URL when linking directly to the category.
  - Automatically generated, but can be edited if needed.
- Category Image
  - Image shown for the category in the Point of Sale window.
- Category Image for Social Media
  - Image displayed when the category link is shared on social media platforms.
- Visibility
  - Toggle to show or hide the category in your catalog.

Important visibility note

Hiding a category does not automatically hide products assigned to that category.
Each product has its own separate Visibility setting that must be managed individually.
Select Save to create the category or subcategory.

Editing Existing Categories or Subcategories

Locate the category or subcategory you want to update.
Select the pencil (edit) icon.
Update any available fields as needed.
If applicable, expand Product Associations to view products linked to that category or subcategory.
- Selecting a product from this area opens the product’s details, where associations can be modified or removed.
Select Save when finished.

Troubleshooting & FAQs

Can I reorder categories or subcategories?
- Yes. Categories and subcategories can be reordered using drag-and-drop:
  - Select and hold the four-headed arrow icon.
  - Drag the category or subcategory into your preferred position.
Can I rearrange how products are displayed in the Point of Sale view?
- Yes. From any POS family view in the Office Portal, staff can reorder products nested under categories. By default, products are displayed alphabetically, based on the product/variant name.
  - Once the custom order is saved, the system should honor this ordering for anyone viewing the POS products from the Office Portal and Customer Portal/Mobile App.
Why do I see a “Passes” category automatically created by the System?
- The first time a Punch Pass is created, the System automatically:
  - Creates a Passes category.
  - Assigns all Punch Passes to that category.

NOTE: If a Punch Pass is also assigned to a subcategory, it will appear in both the Passes category and the selected subcategory.