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Digital Menu Categories

The article explains how to create and manage categories for the digital menu on OctoTable. It illustrates the process of accessing the categories section, adding new categories, editing them, and customizing their display order. Additionally, the article describes how to activate or deactivate categories, enable online ordering, and automatically translate the menu into missing languages.

📍 Where to access

From the left menu, click on Digital Menu (QR code) > Categories.

A summary page will open where you can view all the categories already created and easily manage them.

▶️ Quick actions available

At the top, you will find the following buttons:

  1. +Add category
    Create a new category from scratch.

  2. Sorting
    Choose the display order of the categories in the digital menu. By clicking the button, you can move categories up or down, which will allow you to set the order.

  3. Copy
    Select a category and copy one or more dishes into another.
    You can also decide to modify the prices in bulk:

    • Percentage: set the percentage increase or decrease.

    • Fixed value: specify the amount to add or subtract.

  4. Delete
    Remove one or more selected categories.

  5. My QR menus
    By clicking the button, you will be taken to the page located under Digital Menu (QR Code) > My QR Menus. Preview, add, or modify your QR code menus. By selecting a menu and clicking the red Delete icon, you can also delete a specific menu.

⚙️ Category management

For each category, you can:

  • Activate or deactivate it in the digital menu (i.e., make it visible or hidden).

  • Enable or disable the possibility of ordering online.

  • Edit the category via the green Edit button

After clicking the Edit button, you can:

  • Change the name, icon, activity status, and online ordering option

  • Edit the image assigned to the category

  • Add the text that will be displayed to customers

  • Edit the list of dishes/drinks.

➕ Creating a new category

From the summary page, click on + Add category

In the Categories section, you can:

  • Enter an internal name (visible only to you)

  • Choose an icon to associate with the category

  • Specify if the category is active or inactive in the digital menu

  • Decide whether it is available for online ordering or not

On the right side of the screen, in the Texts section, you can also:

  • Provide a public title

  • Add a content for the category

Remember that you can automatically translate your content into missing languages to keep the menu updated.

📷 Once the category is saved, you can add an image by clicking on the designated area at the bottom left.

Finally, by clicking the central button at the bottom, you can access the List of dishes/drinks to include in the category you are creating and modify it.

Do you want to know how to add dishes to your menu? Read this other article. 👇

Thank you for consulting the OctoTable Community!😊