In the item Item management » Categories click on the button + Add . If you have already added categories (for example by import), edit the category with the button and use the button 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 or imported back . With the button you can adjust in bulk the properties of several categories.

In the section , you can search for categories or limit the display to only selected tags.

Now specify the properties of the new category, such as its name, color , margin in percent , and optionally add tags . Based on the tags, you can then hide categories on the cash register. Tags can also be added to multiple categories at once using Bulk edit or by import. An individual category can also be hidden by deactivating the Display option in the section .

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 and select the appropriate subject.

For products in the given category, you can select the default VAT rate in the menu , which is based on this tax rate settings. However, the default VAT rate is only applied in the case of an Instant sale. In this section, you also set the default course for products in the given category.

In the section , you can temporarily hide the category, or activate the maximum discount amount and enter it in the field below. This is the maximum discount in percent that the staff can apply to products in this category. You can also set the discount for a specific employee. Finally, save everything by clicking the SAVE button.

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

Name

Category name to be displayed on cash registers

Color

If you want to mark off the category, choose its color from the pattern. The default color of a category is generated automatically when the category is created. This color is then also used for products you add to the selected category in the product list.

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 a custom tag to a category. This is useful, for example, when you need to hide selected categories on a given cash register. In the visibility settings you then define which categories will be hidden based on the tags.

Authorizing entity

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

With this switch, you determine whether the category will be shown or hidden on cash registers. Hiding a category is useful, for example, for a category in which you have ingredients for recipes. You can also hide a category based on a tag in this setting.

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.