You are viewing an old version of this page. View the current version.

Compare with Current View Page History

« Previous Version 2 Current »

The default order category is Main. If necessary, you can select a different order category for your order.
For an order category, you can define order types and set currency restrictions.

We recommend not to change the name of the main order category, but to create new categories.

Creating an order category

  1. Go to the menu Order > Order categories
  2. Right-click in the free space and select New Order Category
  3. Specify a name for the new category and set its status to Active
  4. Fill in the required category properties
  5. Save the changes.

Order Category Properties

Main Section: 

  • Code – a unique code of the directory element in the system. It is assigned automatically, but can be changed manually;
  • Name – the name of the directory element;
  • Status – the status of the directory element;
  • StoreHouse code - code of the place of sale in StoreHouse

Basic Section:

  • Default OT - in this field, select the order type from the list that will be selected by default when using this order category

Printing Section:

  • Department code — the code of the fiscal registrar department. Available for editing only under a dealer account.

Usage of order types Section — this group of properties defines the order types allowed for use of the described order category: the flag is set — the type is allowed for use, the flag is cleared — the type is prohibited for use

The Currency Restrictions section — this group of properties defines the currencies allowed for settlements when using the described order category: the flag is set — the currency is allowed for use, the flag is cleared — the currency is prohibited for use

Restrictions Section:

  • Right Level - the right to work with an element at the cash register.

Visual Type Section:

  • Background color — the background color of the button. You can select a color from the list or from the palette, which is called by double-clicking the left mouse button in the property value area;
  • Arrange Style — the relative position of the image and text;
  • Image — selecting an image for the object;
  • Text color — the color of the text. You can select a color from the list or from the palette, which is called by double-clicking the left mouse button in the property value area.

To automatically assign an order category, you must configure its usage.

  • No labels