User Manual
×
Menu

Department Setup

This screen displays all the departments set up in the system. Departments can be added, edited or deleted and descriptions and types changed.
On initial setup, some registers allow you to import the departments, they will need to be assigned types. To see the Department Types go to3.
 
If you think you need to make changes in these screens but are not sure, please contact Support.
 
 
Department Setup
1

Department Grid Navigation

1. Department Grid Navigation 
Insert new, Delete and Save entries in the Department grid. Please see Grid Navigation instructions here.
The 'Change Dept Code' button is for changing Department codes after the Departments have been used in the Pricebook or even in the Shift and Daily work. For instructions go to Change Department Code.
2

Grid Headings

2. Grid Headings
These are the columns for the Departments. Please see sections listed below for a full description. To sort the grid using the different columns, please see instructions on sorting here.
3

Department Type

3. Department Type 
Choose the Department Type from the list.
Expense               For expense items - a department with this type will be used in Invoices and Payouts to handle fees on invoices
Fuel                      Assigned to Fuel Sales departments. Gives the departments the ability to track gallons
Game Winners    For a department that tracks Lottery and Lotto winners paid out of the register
Inventory              Most common type - used for departments where store counts will be done and inventory tracked.
Kerosene             For stores that sell Kerosene. Allows Fuel functions like gallon tracking
Lottery                  Used for the Lottery sales department.  This allows inventory tracking on Lottery tickets.
Lotto                     Used for the Lotto sales department. No inventory functions.
Non-Inventory       Used for Sales tracking, bit no inventory functions.
Over/Short            Used for the department that tracks the over/short - can use more than one.
Payment               Future Use - will be used to track customer payments at the register.
Payout                  Used to track Payments for items or services out of the register. Can have more than one.
Propane                For stores that sell Propane. Allows Fuel functions like gallon tracking
Tax Collected       Used for departments that track the sales tax collected. Can have more than one.
Tender                  Used for Departments that track the different types of Payments taken at register, like Cash, Cr Cards etc. Can have more than one.
 
4

Department Code

4. Department Code 
Department codes are user definable. We suggest you use the department code in your register, or, if My Pricebook will tie back to a home office, that the home office provide a list of Department codes.
5

Description

5. Description
Description, Please make this match your register or home office list.
6

Department Group

6. Department Group
Optional field that allows you to a assign a group ID to a Department.  This will be used in for sorting in reports.