How to Create Categories
Summary: Categories help you keep things organized. When searching for ingredients or recipes in lists, the category can also be used.
New Categories
Go to the categories screen where you can create categories for ingredients and recipes. Listed first are the ingredient categories and second the recipe categories.
To create a new category, open the New Category section and type in a name and press the create button.
New Category
Name: Give the category a name that explains what ingredients or recipes will be found within. For example, for ingredients you could use 'Dairy', 'Spices', 'Meats', 'Packaging', etc. For recipes 'Appetizers', 'Breakfast', etc.
Once you have chosen a name, click the 'Create' button to save the category. There are two types of categories, 'Ingredient Category' and 'Recipe Category'. Both can be created in the same navigation menu item.
Manage Categories
Once the category is created, you can manage it by clicking on the category name. This will open a popup with the following options:
- Rename Category - Change the name of the category.
- Delete Category - Remove the category. This will not delete any ingredients or recipes, just the category.
- Change Color - Change the color of the category. This is only for display purposes and should help identify items quickly on lists.
Pop up example for ingredient category:
The recipe category has additional options for profit margin settings. This is only available for PLUS account users. The profit margin settings are used to calculate the cost of the recipe based on the ingredients used in the recipe. The profit margin settings can be set globally or overridden for each category. The global settings are found in the Settings screen.
To override the global settings, check the 'Override Profit Margin Settings' checkbox. This will enable the profit margin settings for this category.
Pop up example for recipe category (with the PLUS account's profit margin enabled):