Menus - Display Categories

Description:
This article explains how to manage and sort Display Categories and items in Canopy 2.0. Display Categories are used to group similar items on the POS, Kiosk, and Mobile Ordering platforms. You can adjust the sequence of each category and its items globally using the Menu Manager feature. Follow the steps below to understand Display Category attributes and how to sort them.

Display Category Attributes:

1. Name:
   This is the internal name assigned to the Display Category, used within Canopy and for sales reporting purposes.

2. Display Name:
   The name that customers will see across different interfaces such as POS, Mobile Ordering, and Self-Checkout menus.

3. POS Hex Color:
   You can select a Hex color code for each item within a Display Category. If left empty, the POS system will assign a default color. The box to the right of the field provides a preview of how the buttons will look with the chosen Hex color. Ensure the "$" symbol is visible for readability by cashiers.

   Note: To ensure the Hex code is valid, always include the "#" symbol before entering the code.

4. Items:
   This section allows you to assign items to a Display Category. Check the corresponding box to assign an item. Assigned items will display a blue checkmark.
   
   

How to Sort Display Categories and Items:

1. In Canopy 2.0, navigate to Menus > Display Categories.

2. Click the "Sort" button in the upper-right corner.

   • Note: If the Sort button is disabled and an orange banner is displayed at the top of the screen, contact support at help@venuenext.com to enable sorting. Enabling this feature will disable sorting in Canopy 1.0.

3. You will see a list of Display Categories. To reorder them:

   • Click and hold the Display Category, then drag it to the desired position.

4. To sort items within each Display Category:

   • Click the expander arrow next to the category to expand it.
   • Locate the item you want to reorder, then click and drag it to the desired position.

5. After arranging the categories and items, click "Save" to apply the changes globally.
   
   

Note: Any changes made to the order of categories and items will affect all menus globally within the selected venue. Separate sort orders for Display Categories and Global Items on a per-menu basis are not supported.