How to organize categories and products on the sales screen

Learn how to organize categories and products on the sales screen, hide or show them, and add best-selling products to the quick access list.

The image-based sales interface helps speed up the sales process by displaying products in an organized manner according to categories, with the ability to arrange them in the way that suits you.

#Before You Start

Make sure of:

• The required products are present in the products section.

• Adding categories and assigning them to products.

#Accessing Sales Interface Settings

1. Go to Sales & Customers > Sales Settings > Sales Page.

2. Click on the sales page you want to modify.

3. The interface details and the categories and products added to it appear.

#Hide or Show Categories and Products on the Sales Screen

To hide a category:

1. Click on the (👁️) icon next to the category name.

2. Click "Save."

To hide a product:

1. Click on the category you want.

2. All added products appear.

3. Click on the (-) sign to hide the product from the sales screen.

4. Click "Save."

#Show Hidden Products on the Sales Screen

To show a category:

1. Click on the (👁️) icon next to the category name.

2. Click "Save."

To show a product:

1. Click on the category you want.

2. Click on the "Hidden" option.

3. Click on the (+) sign to show the product on the sales screen.

4. Click "Save."

#Organizing Categories and Products on the Sales Screen

Organizing Categories:

1. Press and hold the group of dots (⋮⋮) and drag the product to the desired location.

2. Click "Save."

Organizing Products:

1. Click on the category you want.

2. Click on the three dots in front of (⋮) the product name.

3. Choose "Move to top of list" to move the product up.

   Or press and hold the group of dots (⋮⋮) and drag the product to the desired location.

4. Click "Save."

#Updating Categories and Products on the Sales Screen

Enable Automatic Update:

1. From the sales page details, enable the "Display new products and categories automatically" option.

2. Categories and products are automatically updated on the sales screen when they are added to the inventory.

Manual Update:

1. From the sales page details, disable the "Display new products and categories automatically" option.

2. When adding a new category or product to the inventory, go to the sales page details and add the product manually.

#Adding Products to the Quick Access List

From the Categories List

1. Click on "Quick Access List."

2. Click on "Add Product."

3. Add the products you want.

4. Click "Save."

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#FAQs

1. What is meant by unclassified products?
   These are products that have not been assigned/added to categories in the products section. You can return to the inventory and assign/add categories to them.

2. Can I arrange categories differently for each sales box?
   Yes, you can do that. Add a new sales interface, arrange the categories, select the sales box, click "Save."

3. Can I organize subcategories on the sales screen?
   Yes, you can do that. Choose the main category to display the subcategories, and you can organize and manage them using the same steps in this article.