Departments

Where to find it: Menu → Departments

The list shows each Department Name and the Category it belongs to.

Find and filter departments

• Search departments… — find a department by name.
• Status tabs — Active, Deleted, All.

Add a department

1. Click Add Department.
2. Fill in the details:

   Field	Required	What it's for
   Department Name	Yes	The reporting line as it appears on sales reports
   Category	Yes	The category this department sits under

3. Click Save.

Edit or delete a department

Click a department row to edit it. Deleted departments move to the Deleted tab and can be recovered.

Import and export

Use Download Template, Import, and Export for bulk changes. Departments are also created automatically when referenced by name during an item import.

Departments vs categories

• Department = the reporting line (where revenue is counted). Every item must have one.
• Category = the display grouping (how items are organised for staff).

Because an item's category is set by its department, getting your departments right is the key to clean sales reporting.