Categories are used for a clear management of products. We recommend creating the categories before creating the products themselves and then inserting the products directly into the individual categories.

 

Tip

You can also manage categories via the Dotypos cloud.

 

 

How do I create a category?

Step 1

On the main screen of Dotypos, tap the icon Number 1 in the image to open the side menu Number 2 in the image and select Item Management.

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Step 2

On the open page, tap the three dots icon at the top right, select + ADD NEW Number 1 in the image and select CATEGORY from the displayed menu Number 2 in the image.

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Step 3

The following dialog with the properties of the new category will be displayed. After adjusting them, save the category with the CREATE Number 3 in the image button at the bottom of the dialog.

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Category properties

Category color and name

Choose the category name and, if needed, select its color by tapping the button with the palette. The default category color is generated automatically. Each new product created in this category will automatically receive the category color. If you change the color of a new category or of the last created product to green, for example, the next created product will have green as its default color.

Display on Main Screen

Keep this option active, otherwise the category will not be displayed in the cash register and the staff will not see the products of the category on the main screen / will not be able to bill them. Hiding the category is useful if you will insert into it e.g. raw materials for Ingredients, Returnable containers or other non-sales products. Then you do not have to set hiding for each product / raw material separately.

Default VAT rate

For items in this category you can set a uniform VAT rate by tapping the drop-down menu. However, if you have already set the rate directly for each product, the rate of the product takes precedence. A newly created product will then take over the tax from the category. The category rate is also automatically applied in the case of an instant sale if you select the category as the name of the sold item.

Default course

Select the default course that will be used for products in this category. This way you can inform the kitchen about the preparation of each course. More information can be found in the chapter Courses management.

Don't perform fiscalization

Products in the category will not be fiscalized when sold.

Sell by proxy

Check this option if you want all products in the given category to be recorded to another subject. Select the subject from the list, which you added in advance in the Sell by proxy settings. When issuing the order, a note will then be displayed in the payment dialog that the receipt for the selected product from this category will be issued by proxy.

Restricted sale hours

If activated, the products in the category cannot be sold during the restriction time interval defined in the general cash register settings.

Maximum discount allowed

The defined maximum discount will be valid for all products in the given category. So the staff will not be able to grant the customer a higher discount on these products than is set here. The maximum discount can also be set directly for each employee, i.e. for the user account in the cash register. However, this restriction only applies to the discount on an order item, not to the discount on the whole order in the payment dialog.

Tags

Here you can add your own tag to the category. This is useful, for example, if you need to hide selected categories on a given cash register. In the display settings you can then specify which categories will be hidden based on the tags. Tags can also be assigned to categories in the Dotypos cloud by editing the category properties, or in bulk by import or bulk editing. After entering the first letters of a tag, the matching previously created tags will be suggested. To hide a category based on a tag, you can also use the visibility settings in the Dotypos cloud.

Create shortcut

This option is displayed in the properties of an already created category, see the image below. Tap it to create a shortcut of the category. Any number of shortcuts can be created for each category and placed in other categories as subcategories. For more information about shortcuts and subcategories, see the chapter Subcategories and shortcuts.

 

Note

When selling by proxy, a figure icon symbolizing the sale by proxy appears next to the given category or product.

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How do I move a category?

To move (arrange) categories, simply use the long tap gesture to activate the sorting mode and then drag the move icon to move the category up or down. This changes the order in which the categories are displayed on the main screen. Long tap the category you want to move and the sorting icon appears. Now tap the sorting icon of the selected category and drag it to the desired position.

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How do I adjust or delete a created category?

In the Item Management, select the category in the list on the left and then tap the pencil icon Number 1 in the image. A dialog with the properties of the selected category opens, where you can adjust its properties and save them. To delete the category, tap the DELETE CATEGORY Number 2 in the image button in this dialog and then confirm the deletion of the category by tapping OK.

Instead of permanently deleting the category, however, we rather recommend temporarily hiding it by deactivating the option Number 3 in the image, or hiding the category based on a tag, which you can also do via the Dotypos cloud. Once you need a new category, simply unhide it and rename it.

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Note

If you delete a category containing products, you will not lose them. The products from the deleted category will be moved to the default category All Products (special). However, this category is visible only in the Item Management.

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This manual is for informational purposes only and provides no warranties. The specifications given are subject to change without prior notice. Images and diagrams are for illustration only. The appearance and functions of the devices and software may differ depending on the current version of the product and applications.
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