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How to set up departments

  1. When setting up departments, you click on ‘SETTINGS’.
  2. The settings menu bar will appear, and you click on ‘DEPARTMENTS’

  1. You will now be directed to your departments list, where all departments which have been created are displayed.
  2. Click on ‘NEW DEPARTMENT’.

 

  1. The new department set-up page will appear. You can now enter the department name e.g. ‘COLD DRINKS’.
  2. Your ‘TARGET GP MARGIN%’, (target gross profit percentage) can be set here but this is optional and is not required to set-up a department.
  3. Tick the ‘ACTIVE’ box.
  4. Click on ‘SELECT’ bar to display your stock locations.

  1. The stock location list will be displayed with all your stock locations.
  2. You can click the ‘SELECT ALL’ box, which will automatically tick all stock locations.
  3. Click on the ‘OK’ button after selecting the stock location.
  4. After which you click the ‘SAVE’ button to save the new department.

  1. To make sub departments, you will create the department and then you click on the department name, then drag it to the main department name.
  2. When the main department’s name is highlighted in blue, you unclick. and it will then automatically become a sub department.

  1. The department will then automatically become a sub department.
  2. With any changes made, always save the sequence by clicking on the ‘SAVE SEQUENCE’ button.

 

STEP-BY-STEP BREAKDOWN

  1. When setting up departments, you click on ‘SETTINGS’.
  2. The settings menu bar will appear, and you click on ‘DEPARTMENTS’
  3. You will now be directed to your departments list, where all departments which have been created are displayed.
  4. Click on ‘NEW DEPARTMENT’.
  5. The new department set-up page will appear. You can now enter the department name e.g. ‘COLD DRINKS’.
  6. Your ‘TARGET GP MARGIN%’, (target gross profit percentage) can be set here but this is optional and is not required to set-up a department.
  7. Tick the ‘ACTIVE’ box.
  8. Click on ‘SELECT’ bar to display your stock locations.
  9. The stock location list will be displayed with all your stock locations.
  10. You can click the ‘SELECT ALL’ box, which will automatically tick all stock locations.
  11. Click on the ‘OK’ button after selecting the stock location.
  12. After which you click the ‘SAVE’ button to save the new department.
  13. To make sub departments, you will create the department and then you click on the department name, then drag it to the main department name.
  14. When the main department’s name is highlighted in blue, you unclick. and it will then automatically become a sub department.
  15. The department will then automatically become a sub department.
  16. With any changes made, always save the sequence by clicking on the ‘SAVE SEQUENCE’ button.