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Categories allow products to be organized neatly, while streamlining product searches and cash register charging, especially when there are a lot of products. It is recommended to always divide products into categories. Therefore, the first step should be to create categories prior to creating products themselves.

Help function Bulk selection allows you to choose multiple items to be moved to another category, deleted or modified (e.g. the tax rate or other parameters).
 

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In Dotypos Cloud, categories can be also batch imported the supplier from the prepared .csv file. This file has the same structure as the file you get when exporting categories from Dotypos Cloud. However, the import and export of items is only supported in Dotypos FULL.

 

How do I add or delete a category?

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In the item Item management » Categories click on the button + Add 01. If you have already added categories (for example by import), edit the category with the button 02 and use the button 03 to delete it. Only the category will be deleted, the products will remain intact. It will be automatically assigned to the system category All (special).

Using the appropriate buttons in the heading, the created categories can be exported 04 or imported back 06. With the button 05 you can adjust in bulk the properties of several categories.

Enabling the Deleted 07 option will display the deleted categories in the list. To restore a deleted category, simply open it and use the save button in the header, see next image.

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Now specify the properties of the new category such as its name, colour 01, margin 02 and insert tags 03 if necessary. Based on the tags, you can then hide the categories at cash register. Tags can also be added to multiple categories at once using bulk selection or by importing. You can also hide an individual category by deactivating the Display option in 06.

If you need to permanently sell all products in a given category on a proxy basis, first create subjects for sale by proxy, then enable sales in the section 04 and select the appropriate subject.

You can select a default VAT rate for the products in the category in the  menu 05 that draws on this tax rate setting. However, the Default VAT rate will only be applied in the case of Instant Sale.

In the section 06, the maximum discount amount can be activated and entered in the field below. This will be the maximum discount percentage the operator can apply to products in this category. The discount can also be set for a specific employee. Finally, save everything by clicking the SAVE button 07.

Only the name is required for the category. A full description of all category properties can be found below.

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Description of category attributes

Name

Category name to be displayed on cash registers

Color

If you want to mark off the category, choose its color from the pattern.

Category ID

Internal category label (created automatically)

Margin

The value of the margin (in crowns or percentages) to be checked or calculated during the product stock in from the selected category.

External ID

Here choose any numeric category label.

Tags

You can add your own tags to a category. This is useful, for example, if you need to hide the selected categories on a given cash register. In the cash register display settings, you can then specify which categories will be hidden based on the tags.

EET subject for sale on behalf

Select the subject for sale by proxy. It will be applied to the whole category if you activated Enable sale on behalf.

Enable sale on behalf

Use the switch to activate the possibility to select the EET subject for sale by proxy. When activated, all products in the category will be sold by the chosen proxy.

Default VAT rate

The set VAT rate will be automatically applied to the used products from the given category for instant sale.

Default course

Products in the category can be assigned to the created course. Courses in the cash register can be then simply charged and the information on preparing each course will be sent to the kitchen.

Display

This switch indicates whether the category will be displayed on cash registers or hidden. Hiding a category is useful, such as when categories contain product ingredients.

Maximum discount

After activation, fill this field with the maximum discount value for products in this category that the crew will be able to grant.

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This manual is for information purposes only and does not provide any warranty. The given specifications may be changed without prior notification. Illustrations and schemes are for information purposes only. The appearance and functions of both the device and software may differ based on the current version of the product and applications.

Created with from Dotypos. ©2024 Dotykačka ČR s.r.o.

  


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