Manage Categories in InsightsLite V2
Table of Contents
Categories are a product field used to better organize products.
Categories are used:
- As filters when searching for products throughout the app.
- In reporting for more in-depth insights.
All staff roles can view categories. Only extended, manager, and admin roles can add, edit, delete, and import categories.
TIPS & TRICKS
Build out your categories based on what makes sense for your store's operations, such as food type or time of day.
Mass Upload Categories
1. Launch InsightsLite from the EatSuite dashboard.
2. Select the store and staff from the dropdowns.
3. Click Category Management under Catalog.
4. Click Export Excel to download a spreadsheet of your current categories in InsightsLite, or click Download Template to get a blank spreadsheet.
TIPS & TRICKS
Always download the template to ensure you are using the current version.
5. Complete the spreadsheet and save on your computer.
6. Click Mass Upload.
7. Click Choose File to upload the completed spreadsheet.
8. Review the brands being added and updated. Make changes as needed.
WARNING
Any red rows have errors. Errors need to be fixed before uploading or the category will be skipped.
9. Click Apply Selected once finished.
Add a Single Category
1. Click Add Category.
2. Type the Category Name.
3. OPTIONAL: Upload an image so staff can visually identify the category.
4. Click Save.
Edit a Category
1. Click Edit next to the category you want to make changes to.
2. Make edits, then click Save.
Delete a Category
There are two ways to delete categories:
a. Click Delete next to an individual category.
b. To delete multiple, click the checkbox next to the categories then click Delete Selected.
