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| − | ACSelecting Departments
| + | '''Selecting Departments''' |
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| − | Do you know how to select different departments for different reports? | + | Do you know how to select different '''Departments''' for different reports? |
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| − | · Select the Report as required
| + | *Select the '''Report''' as required |
| − | · Select the Departments button or Tick the "All" option
| + | *Select from the '''Departments''' drop down menu or tick the '''All''' option |
| − | · Select the required departments for this report
| + | *'''Sub Totals''' would be used typically to sub the selected departments |
| − | · Sub totals would be used typically to sub the selected departments
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| − | ERP Departments allow you to separate different aspects of your business into Cost Centres. Departments
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| − | allow a Company to report on specific areas of their business without the need to create additional accounts within
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| − | the Chart of Accounts structure. You can run Profit & Loss Reports by each Department to enable you to analyse
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| − | your business accounts on multiple levels. Your lists can be accessed by Department if required. Departments
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| − | allow you to combine multiple cost centre records into the one database, as you are able to Report on every
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| − | Departmental level required.
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| − | Departments also allow you to separate your Product List by Department (Cost Centre/Outlet); you are able to
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| − | set different Price Levels by Department; Separate Stock levels by Department; run BAS Reports by Department etc.
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| − | Note: The word 'Classes' within ERP is another term for 'Departments'.
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| − | How To View and Create Departments
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| − | · Select the General tab
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| − | · Select the Departments List button
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| − | · Like all ERP lists, you have the ability to search for data by selecting the column from the drop-down menu,
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| − | (or clicking into the column itself), and entering the start of the text you are looking for. The Department list
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| − | does not have the F5, F6, F7 capability at this point in time.
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| − | · As per other ERP lists you can filter by selected data within the Departments List (see sorting and filtering).
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| − | A couple of handy features on this screen are:
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| − | · Number of Records
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| − | · Current Filter - This tells you exactly what column you have filtered on and what your selection criteria was,
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| − | i.e. Column "ClassName" (DepartmentName), = "Default". Therefore any entries in the Department Name column
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| − | that = 'Default' would be filtered.
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| − | · Double click to Drill Down into any Department, e.g. Burleigh, to view and/or edit the details.
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| − | · Note that the 'Department Name' is greyed-out. This cannot be changed after it has been created and saved.
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| − | · Select the Radio button to view the criteria of the list you wish to view.
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| − | · Active Classes
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| − | · Inactive Classes
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| − | · All Classes
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| − | There are 2 ways in to create new departments:
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| − | · Firstly by clicking on the 'New' button from the Departments List screen
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| − | · Secondly by selecting 'General and then 'Department' from the top menu bar in ERP
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| − | On the Department Form you will be able to define the structure of your Department/Cost Centre Tree.
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| − | These can be broken down to 4 levels if required:
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| − | · 'Header' Department
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| − | · 'Sub Department 1'
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| − | · 'Sub Department 2'
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| − | · 'Department Name' (Department you are creating now)
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| − | Refer below for further instructions
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| − | For example, if you have a nationwide Clothing business the Header Department may be the City that you
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| − | operate in. In the following example we will use Melbourne as our Header Department, and create sub-departments
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| − | under it.
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| − | · Select the 'New' button at the bottom of your Department List to load a new Department form.
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| − | · Enter the name of the new Header Department in the 'Department Name' field.
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| − | · Enter a description for the Header Department in the 'Description' field.
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| − | · The 'Department Tree View' will to populate. The Department Tree View presents a diagrammatic outlook of
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| − | the Department
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| − | Hierarchy and will grow as more department levels are added.
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| − | · Select 'Save'.
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| − | · Open the newly created 'Melbourne' Department from the Department List by double-clicking on it.
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| − | When creating a Department you have a few additional choices you can make simply by ticking the appropriate box:
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| − | (Please refer to the help pages for Quote, Sales Order and Repair for further information).
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| − | · 'Use this shipping address on Purchase Orders'
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| − | (If this is ticked a separate delivery address could be used for that specific department on Purchase Orders, so that
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| − | goods are delivered there directly)
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| − | · Create a Purchase Order with products attributed to the 'Melbourne' Department.
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| − | · This Employee's default department is 'Melbourne'.
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| − | · Select 'Choose Template'
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| − | · Select 'Purchase Order Ship To' Template
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| − | In each City you may have a 'Retail' section, and a 'Warehouse' section. When creating your Departments you are
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| − | able to set these areas of business as Sub Departments, therefore allowing you to report on particular sectors within
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| − | your business.
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| − | · When creating 'Sub Department 1' you will need to:
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| − | · Open a new department form from within the Department List or the top toolbar drop-down as detailed above.
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| − | · Select the Header Department, "Melbourne" from the Header Department drop-down.
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| − | · Enter the name of the first Sub Department into the 'Department Name' field, e.g. "Retail (Melbourne)".
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| − | Note: The Tree Mode structure taking form.
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| − | · Enter a description for the Sub Department into the 'Description' field.
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| − | · Select 'Save'.
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| − | In the Retail store there may be a 'Menswear' and a 'Ladies Wear' section. These can be created as 'Sub Department
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| − | 2' to enable further reporting ability.
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| − | · When creating Sub Department 2 you will need to:
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| − | · Open a new department form from within the Department List or the top toolbar drop-down as detailed above.
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| − | · Select the Header Department, "Melbourne" from the Header Department drop-down.
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| − | · Select "Retail (Melbourne)" from the Sub Department 1 drop-down.
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| − | · Enter the name of the 2nd Sub Department into the 'Department Name' field, e.g. "Menswear (R-M)".
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| − | Note: The Tree Mode structure is growing deeper.
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| − | · Enter a description for the Sub Department in the 'Description' field.
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| − | · Select 'Save'.
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| − | In Menswear you may have sub sections, for example 'Suits', 'Casual' or 'Sportswear'. These would appear
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| − | in the final Sub Department.
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| − | · To create the final Sub Department you will need to:
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| − | · Open a new department form from within the Department List or the top toolbar drop-down as detailed above.
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| − | · Select the Header Department, "Melbourne" from the Header Department drop-down.
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| − | · Select "Retail (Melbourne)" from the Sub Department 1 drop-down.
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| − | · Select "Menswear (R-M)" from the Sub Department 2 drop-down.
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| − | · Enter the name of the final Sub Department in the 'Department Name' field.
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| − | · Enter a description for the Sub Department in the 'Description' field.
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| − | · select 'Save'.
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| − | · Notice that the 'Department Tree View' now shows 4 levels of Departments, all indented below each other.
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| − | · The new Departments also display in Tree format on the main Departments List screen.
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| − | To create more Departments and Sub Departments, simply follow the steps above.
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| − | · To make a Department 'In-active', un-tick the 'Active' tick-box at the bottom right of screen. This is automatically
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| − | ticked upon creation of any new department.
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| − | You can make a Department active or in-active as required, so long as there are no transactions posted to the
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| − | department. e.g. Products attributed to the Department, Invoices outstanding, etc.
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| − | · The 'New' button at the bottom of the Department screen allows you to select a new department screen directly
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| − | from one you have just created. When you select this new button, the department on screen will be saved automatically.
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