Populating Departments


By Category

Inventory can be assigned to a department by category.  Specifying a department in a category will override the default department System Option assignment (if any).

To assign a category to a department:

  1. Select Inventory > Categories > List.  A list of categories will appear.
  2. Double click or edit the category you want to assign.
  3. From the Department drop-down menu on the General tab, select the department to which you want this category assigned.  All items in the category will be assigned.


     
  4. Select OK/Save & Close to save your changes.

By Repair SKU

Services such as repair tasks can be assigned to a department, but they must be predefined repair SKUs.  Specifying a department on a service will override the default department system option assignment (if any).

To assign a service to a department:

  1. Select Administrative > Repair > Repair SKUs.
  2. Double click or edit the repair SKU you want to assign
  3. From the Department drop-down menu on the General tab, select the department to which you want this service assigned.
  4. Select OK/Save & Close.

By Miscellaneous Sale Line

Miscellaneous (MISC) sale lines can be assigned to a department.  Specifying a department in a miscellaneous sale line will override the default department system option assignment (if any).

To assign a miscellaneous sale line to a department:

  1. Select Administrative > Misc Sale Lines.
  2. Double click or edit the miscellaneous sale line you want to assign.
  3. From the Department drop-down menu on the General tab, select the department to which you want this miscellaneous sale line assigned.
  4. Select OK/Save & Close.

 

 

Updated on Fri, 05 Mar 2021 by Angela Chiaravalle

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