The configuration of order categories can affect the assignment of tax policies, the availability of currencies at the cash register, the importation of requests—expense documents—into StoreHouse, etc.
Let's look at each point in more detail.

Assignment of tax policies

Order categories and order types may have different tax schemes. Tax policy is a set of tax rates applied to calculate the tax amount in an order, depending on the selected order category and order type.
A tax group includes tax policies arranged in order of priority.

Example:

The restaurant uses a standard menu, but a different tax rate must be used for the Delivery order type.
In the tax group used, you can add another tax policy with an exception, for example, by order type, which will need to be selected when creating an order. If order types are not used, perform the same settings for the order category. 

In the Tax Groups dictionary, a tax policy is defined for each group.

  • To exclude by order type in a group, add a new tax policy.

  • In the properties of the new tax policy, specify the Order Type or Order Category and select the desired tax rate. If necessary, change the payment method and tax type.
    When adding a new tax policy with restrictions on order types or categories, it is important that the first policy in the list remains the one without restrictions.

All changes related to tax rates are applied only after the Closing of the Common Shift.

Availability of currencies at the cash register

Using order categories and order type, you can organize the availability of currencies at the cash register.

Example:
The catering network operates with a unified menu and consists of two divisions: a Children's Café and a Restaurant. Each division is an independent legal entity and maintains its accounting under different taxation schemes.
Let's assume that:

  • In the Children's Café, guests can only be served at a table
  • In the Restaurant, guests can be served at a table or order takeaway food.

The order category is set as an order attribute automatically and cannot be changed by a station worker unless he has the Change order category right. Thus, a waiter working in a Restaurant cannot indicate the Children's Cafe division in the order data.
The Ruble currency is accepted in all divisions and for all types of orders.

Additional payment terms:

  • At the Children's Café, tokens may be accepted as payment.

  • The currency accepted in the Restaurant is Payment Card. The currency Credit Card is accepted in the Restaurant only for takeaway orders.

For each order category, in accordance with our terms and conditions, we will set restrictions (X):

We will also set currency restrictions for each type of order:

If you combine the data from the first and second tables, you can get a resulting table that presents all possible combinations of categories and order types and clearly shows which currencies are allowed and which are prohibited in a given case:

Importing requests into StoreHouse

The principle of generating requests, i.e., expenditure documents, depends on the value of the parameter Point of Sale—either by restaurants or by order categories.

When importing by order categories, you can work with their automatic assignment or select them manually at the cash register.
This setting is required if the same dish, scanned at this station, should be written off in some cases from one department, and in other cases from another.

If a restaurant uses several locations for product sales, each of which is written off separately, you should create the number of order categories based on the number of points of sales.
When importing into StoreHouse 4 or 5, separate expense documents are generated for each order category. The r_keeper order category is the point of sales for StoreHouse.

Example:

A separate write-off from the warehouse occurs for each floor.
In the Order Categories directory, it is necessary to create two order categories: 1st Floor (Bar) and 2nd Floor (Bar), and link them to cash servers. Upon importing sales data from r_keeper 7 into StoreHouse, the following expenditure documents will be generated:

Selecting an order category and order type in the order being created

The order category is assigned automatically—in accordance with the rules of use defined in the Usage of Order Categories directory. If necessary, the order category can be changed by a station employee, if he has the Change order category right, during the process of creating an order in the New order form.

With the standard settings, after creating an order, even an empty one, the order category cannot be changed. An exception is using the Change order category after creation parameter.

The order type "Not Selected" always exists in the system, does not appear in the list of order types, and cannot be deleted.

The order type is assigned automatically if specified in the order category property of the OT by default. If this order category property is not filled in, the order type Not selected will be selected.

It is possible for a station employee to change the order type in the Edit order form if they have the Change order type right. The selection is made from the list of types allowed for the order category, included in the used trade group.
Allowed order types are defined in the Usage of Order Types order category property group.

Scheme for selecting a category and order type:
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It is possible to view reports by categories and order types - Revenue reports, Dish consumption reports, etc.