Department Setup


As an additional, optional way of grouping items and services, especially for reporting purposes, The Edge offers a department feature.  Departments can include not only inventory (by category), but also repairs, appraisals, custom jobs, and miscellaneous sale lines.  When enabled and used, the departments feature will enable department filter options in searches and reports. 

enlightenedSetting up departments does not work retroactively.  Only those repairs, sales, appraisals, etc. completed after department setup will show up on the report. 

Before you can populate departments, they must be set up as list items for use in various drop-down menus.  

To do so:

  1. Select Administrative > Lists.  This will open the List of Lists window.
  2. Open the Department list.  The departments in the list will appear.  These are departments that are available.


    To edit a department record, double-click the department record.  The List Item window will appear.


    Fields in the List Item window include:

    Short Value

    An abbreviation or code for this department (e.g., 001, DIA, 1001).

    Original ID

    The same as Short Value.

    Long Value

    A description for this department.

  3. Make changes in the List Item window as needed and select OK/Save & Close

If you have no departments defined, where possible, recent versions of The Edge will automatically create departments based on your category setup.   Your System Options will be modified to ensure default departments are created.

For instructions on putting items in departments, see the section entitled Populating Departments

 

Updated on Tue, 28 Sep 2021 by Angela Chiaravalle

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