Omer Farooq: /* Overview */

2014-09-17T12:52:11Z

‎Overview

Omer Farooq: Created page with "= Overview = '''Accounts and Departments''' '''Accounts and Departments - Was the relationship between Departments Products and Accounts explained, focusing on how Departmen..."

2014-09-17T12:49:21Z

Created page with "= Overview = '''Accounts and Departments''' '''Accounts and Departments - Was the relationship between Departments Products and Accounts explained, focusing on how Departmen..."

New page

= Overview =

'''Accounts and Departments'''

'''Accounts and Departments - Was the relationship between Departments Products and Accounts explained, focusing on how Departments can create different report levels with one Accounts, thus eliminating the need for multiple Accounts of the same type?'''

* To view and create '''Departments''' from the Main Menu Select the '''General''' Module.
* Select the '''Departments List''' button and the List of Department screen will open.
* Departments can be created by clicking on '''New''' tab.
* In the '''Department''' window you will be able to define the structure of your Department/Cost Center Tree up to '''4 '''different levels.
1. '''Header Department'''.
2. '''Sub Department 1'''.
3. '''Sub Department 2'''.
4. '''Department Name'''
* '''For Examples''' You have a nationwide Clothing business the '''Header Department''' or Mother Company may be the City that you operate in. In the following example we will use '''Melbourne''' as our '''Header Department''', and create sub-departments under it.
* Select the '''New''' button at the bottom of your '''Department List''' to load the new Department window.
* Enter the name of the new Header Department in the '''Department Name''' field.
* Enter a description for the '''Header Department''' in the '''Description''' field.
* The '''Department Tree View''' will start to populate.
*Select '''Save'''

In each City you may have for example a'''Retail''' section and a '''Warehouse''' section. When creating your '''Departments''' you are able to set these areas of business as '''Sub Departments''', therefore allowing you to report on particular sectors within your business.

* When creating '''Sub Department 1''' select '''New''' from within the '''Department List''' or the top toolbar drop-down as detailed above.
* Select '''Melbourne''' from the '''Header Department''' drop-down.
* Enter the name of the first '''Sub Department''' into the '''Department Name''' field '''E.g. Retail Melbourne''' and note the '''Tree Mode''' structure taking form.
* Enter a description for the '''Sub Department''' into the Description field and select '''Save'''
* In the '''Retail''' store there may be a '''Menswear''' section. These can be created as '''Sub Department 2''' to enable further reporting ability.
* When creating '''Sub Department 2''' you will need to select '''New''' from within the '''Department List.'''
* Select the Header Department '''Melbourne''' from the '''Header Department '''drop-down.
* Select '''Retail Melbourne''' from the '''Sub Department 1''' drop-down.
* Enter the name of the '''2nd Sub Department''' into the '''Department Name''' field '''E.g. Menswear''' and note the '''Tree Mode '''structure is growing deeper.
* Enter a description for the '''Sub Department''' in the '''Description''' field and select '''Save'''

In '''Menswear''' you may have sub sections such as '''Sportswear''', these would appear in the final '''Sub Department.'''

* To create the final '''Sub Department''' you will need to select '''New''' from within the '''Department List'''
* Select the Header Department '''Melbourne''' from the '''Header Department''' drop-down.
* Select Retail '''Melbourne''' from the '''Sub Department 1''' drop-down.
* Select '''Menswear''' from the '''Sub Department 2''' drop-down.
* Enter the name of the final '''Sub Department''' in the '''Department Name''' field.
* Enter a description for the '''Sub Department''' in the '''Description''' field and '''Save'''
* Notice that the '''Department Tree View''' now shows '''4 levels''' of Departments, all indented below each other and also display in Tree format on the main '''Departments List''' screen.

Some additional options are there while creating the Departments that you may want to click.

* Tick the '''Use this shipping address on Purchase Orders''' box and type in the address that goods are to be delivered to directly.
* To make a Department '''Inactive''' un-tick the '''Active''' tick-box at the bottom right of screen. This is '''Automatically''' ticked upon creation of any new department.
* You can make a Department '''Active''' or '''Inactive''' as required as long as there are no transactions posted to the department.
* The '''New''' button at the bottom of the '''Department''' screen allows you to select a new department screen directly from the one you have just created. When you select this new button, the department on screen will be Saved Automatically.

@@ Line 8: / Line 8: @@
 * Select the '''Departments List''' button and the List of Department screen will open.
 * Departments can be created by clicking on '''New''' tab.
-* In the '''Department''' window you will be able to define the structure of your Department/Cost Center Tree up to '''4 '''different levels.
+* In the '''Department''' window you will be able to define the structure of your Department/Cost Center Tree up to '''4''' different levels.
 . '''Header Department'''.
 . '''Sub Department 1'''.
 . '''Sub Department 2'''.
 . '''Department Name'''
 * '''For Examples''' You have a nationwide Clothing business the '''Header Department''' or Mother Company may be the City that you operate in. In the following example we will use '''Melbourne''' as our '''Header Department''', and create sub-departments under it.
 * Select the '''New''' button at the bottom of your '''Department List''' to load the new Department window.

9. Accounts and Departments - Revision history

Omer Farooq: /* Overview */

Omer Farooq: Created page with "= Overview = '''Accounts and Departments''' '''Accounts and Departments - Was the relationship between Departments Products and Accounts explained, focusing on how Departmen..."