Categories help organize your products, sales documents, purchase documents, and F&B charges in MESOS.
Proper category setup keeps records consistent and makes transactions, reporting, and product management easier.
To set up: Go to Product & Services → Setup
Product & Services Category : #
Use Product & Services Categories to group similar products and services.
Examples include Food, Beverages, Services, Accessories, Retail Products, or any other classification suitable for your business.
A Product & Services Category should be created before adding products or services.
Create a Category #
Click the + button under Product & Services Category and enter the required information.
You can configure:
- Category Name – Enter a name for the category.
- Category Color – Select a color to represent the category in charts and reports.
- Hide from AI (WhatsApp Bot) – Controls whether products under this category can be shown by the WhatsApp AI Bot.
Hide from AI (WhatsApp Bot) #
Enable Hide from AI (WhatsApp Bot) when you do not want the category or its products to appear in WhatsApp AI catalog responses.
When enabled:
The category and all products assigned to it will be hidden from WhatsApp AI Bot responses.
This is useful for internal products, inactive categories, special-use items, or products that should not be offered through the WhatsApp AI channel.
Click Create or Update to save your changes.
You can use the Edit and Delete buttons under Action to manage existing categories.
Sales Category : #
Use Sales Categories to organize your sales transactions and documents.
Sales Categories can be used for:
- Quotations
- Sales Orders
- Delivery Orders
- Invoices
Create the required Sales Categories before preparing the relevant sales documents.
For example, you may create categories such as Retail Sales, Corporate Sales, Project Sales, or other classifications that suit your reporting requirements.
Purchase Category : #
Use Purchase Categories to organize purchasing transactions and documents.
Purchase Categories can be used for:
- Purchase Orders
- Goods Received Notes
- Purchase Invoices
Create the required Purchase Categories before preparing the relevant purchase documents.
For example, categories can be created for Inventory Purchases, Operating Supplies, Equipment, or other purchasing classifications.
Service Charge #
Service Charge is for F&B operations only.
Use this section to configure the service charges applied to applicable F&B transactions.
Set up the required service charge according to your business requirements before using it in F&B POS transactions.
If your business does not use the F&B module, this setup is normally not required.
Take Away Charge #
Take Away Charge is for F&B operations only.
Use this section to configure additional charges that may apply to takeaway or packaging orders in the F&B module.
If your business does not charge customers for takeaway or packaging, this setup can be left unused.
Unit #
Use Unit to define the units of measurement used for your products and services.
Common examples include:
- Piece / PCS
- Unit
- Box
- Pack
- KG
- Litre
- Hour
Select the appropriate unit when creating a product or service so quantities are displayed correctly throughout MESOS.