Categories

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Categories

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 the creating the products themselves.

Use the function Batch selection 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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Dotypos Cloud also supports a batch import of categories 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 LISTS » CATEGORIES click on the blue button +ADD 01. If you have already added categories (for example by import), 02 edit the category with 03 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 default category ALL PRODUCTS.

The appropriate buttons in the heading let you export the categories 04 or import them back 06. With the button 05 you can modify in bulk the preferences of multiple categories.

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Now you can specify the attributes of the new category, e.g. its name, 01margin or 02 VAT rate 03. You can further set if you want the category display in the cash registers 04 or if you need all products in the category to be permanently sold (“fiscalized”) by someone else (a proxy). In this case, you first need to toggle the switch 05 and then select from the pop-up menu the proxy. Finally, save everything by clicking on SAVE 06.

The only required entry in the category is the name. A full specification of all of the attributes of a category can be found below.

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Description of category attributes

Name

Category name to be displayed on cash registers

Category number

Internal category label (created automatically)

External label

Here choose any numeric category label.

Margin

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

Default VAT rate

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

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.

Sale by proxy

The switch activates the option to choose an ERS subject for sale by proxy. When activated, all products in the category will be sold by the chosen proxy.

ERS subjects for sale by proxy

Select the subject for sale by proxy. If the switch Sell by proxy is in the position ON, it will be applied to the whole category.

Do not “fiscalize”

By shifting the switch, no product in this category will be “fiscalized” (recorded) during the sale. You can also exclude only a specific product from the “fiscalization.”

List of colors

If you want to mark off the category, choose its color either from the pattern or color spectrum display.

Color spectrum

Displays a color spectrum for category color selection

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