Creating a New Category

Summary

Categories in OfficeMate and WaiterMate are used to organise menu items for better sales reporting. Before you can add new menu items, you must first create categories and assign each item to one of them. Once assigned, these categories will show up in various sales reports in both systems. This helps to break down and analyse sales data more effectively, allowing for clearer insights into which types of items are performing well or need attention.

How to Create or Edit a Category

Step 1: Access the Category Screen

1. Open the Category screen in OfficeMate.

   

2. Viewthe list of existing categories. 

   Note: New menu items are assigned to the default category 'Not allocated' if no category is specified.

Step 2: Add or Edit a Category

• To Add a new category:

  1. Click the New icon in the toolbar.

  2. Enter the details as required.

     

• To Edit an existing category:

  1. Select the category.

  2. Click the Edit icon in the toolbar.

Key Details for Categories:

• Category Name: The display name shown in reports.

• GL Code: Required only for certain custom accounting integrations.

• Key Category: Relevant for businesses using OrderMate Central Software.

• Sequence: Sets the numerical order of categories in WaiterMate reports. 

Reporting Category Sales in WaiterMate

1. Navigate to System Admin > Reports > Account Sales in WaiterMate.

   

2. Review or print the report at any time.

3. Scroll to the bottom of the report for a detailed breakdown of Category Sales.

Video Tutorial

Watch our step-by-step video tutorial here.