Creating, moving and deleting categories

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Creating, moving and deleting categories

Categories are used for the transparent management of products. It is recommended to create the categories prior to creating the products themselves and then inserting the products directly in individual categories.

You can also manage the categories in Dotypos Cloud.

 

How do I create a category?

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On the main screen of Dotypos, click on the icon to open the 01 Side menu 02 and select Item Management.

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In the top right corner of the open page, click on the button + ADD NEW 01 and from the displayed menu select Category 02.

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Select the name of the category and then click on 01 to select the category color. For items in this category you can set a uniform VAT rate by clicking on the pull-down menu 02. However, if you have already set the rate for each product, the rate given to the product will apply. The newly created product will take over the tax for the category. The category rate will be automatically used for Instant saleif you set this category as name of the sold item.

Keep activated the option Display on  Main screen, otherwise the category will not be displayed in the cash register. It is useful to hide the category when you e.g. want to insert into this category products (ingredients) for warehouse ingredients. Then you do not have to hide each product (ingredient) individually.

If you have products in the given category that do not have to be “fiscalized”, activate the option Don't perform fiscalization in the section 03. This way, no products in this category will be recorded at sale. When issuing the order, in the settlement dialog you will see a note that some items will not be “fiscalized” (recorded). The option Don't perform fiscalization is available also in product properties. This means you can activate it for the whole category or for one product.

If you want all products in the specific category to be “fiscalized” (recorded) to another subject than the one defined in the EET settings, check the option Sell by proxy  and select the subject from the list which you added into Managing EET subjects in advance. When issuing an order in the settlement dialog , a note will be displayed that the document for the selected product of this category will be issued by proxy.

Save the new category by clicking on SAVE 04.

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When selling by proxy, you will see a figure icon next to the specified category or product, this is the symbol for sale by proxy. The icon also indicates the option Don't perform fiscalization.

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How do I move a category?

To transfer (arrange) categories, just use the gesture long clicking to activate the arranging mode and then drag the icon for category transfers to move it up or down. This changes the order of categories displayed on the main screen. Long click the category you want moved and the sorting icon appears. Now click on the sorting icon next to the selected category and drag it to the desired location.

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How do I adjust or delete a created category?

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Go to Item management, select the category on the left-hand side list and click on the pencil icon 01. A dialog with the properties of the selected category appears, here you can adjust its properties and save it. To delete, click in this dialog on the button DELETE 02 , then confirm the category deletion by clicking on Yes.

Instead of permanently deleting, we rather recommend hiding the category by deactivating the option 03. Once you need a new category, just uncover and rename it.

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If you delete a category containing products, you will not lose them. Instead, products in the deleted category will be moved to the default category All. However, this category is visible only in item management.

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