> ## Documentation Index
> Fetch the complete documentation index at: https://help.vori.com/llms.txt
> Use this file to discover all available pages before exploring further.

# Set Up Departments

> Organize your products into parent and sub-departments, and flag departments that shouldn't count in sales reporting.

<iframe width="100%" style={{ aspectRatio: "16/9" }} src="https://www.youtube.com/embed/WExQ8P0M_JM" title="Set Up Departments in Vori Back Office" frameBorder="0" allow="accelerometer; autoplay; clipboard-write; encrypted-media; gyroscope; picture-in-picture" allowFullScreen />

Departments organize your products into parent and sub-departments so your catalog, reporting, and Point of Sale (POS) flows stay tidy as your store grows. This guide walks through the four things you do on the Departments page: getting oriented, creating a parent department, adding a sub-department under it, and editing an existing department.

## Before You Begin

* Log in to the **Back Office** as an Owner or Manager.
* Make sure your active store is selected in the top-left store switcher. Departments are store-specific, so you create and edit them within the store you're currently viewing.
* Navigate to **Products → [Departments](https://app.vori.com/retail/departments)** in the left-hand menu.

<Note>
  Attributes like taxes, EBT eligibility, and target margins now live in **Product Rules**, not on the department itself. The Departments page is just for organizing your products and controlling what counts in sales reporting.
</Note>

***

## Your Departments Page

The Departments page shows every parent department in your store, with sub-departments grouped underneath. Each row shows its parent, name, status, and whether it's excluded from reporting.

<Frame>
  <img src="https://mintcdn.com/vori/_IH6Rx-AZai7FP3O/images/set-up-departments/grid-overview.webp?fit=max&auto=format&n=_IH6Rx-AZai7FP3O&q=85&s=aa2aa43a42826d301816375153b82df3" alt="Departments grid with Parent Department, Name, Status, and Exclude from Reporting columns" width="1920" height="1080" data-path="images/set-up-departments/grid-overview.webp" />
</Frame>

Use the toolbar above the grid to find what you're looking for:

<Steps>
  <Step title="Search by name">
    Click the search icon in the toolbar and start typing. The grid filters as you type.
  </Step>

  <Step title="Filter by status">
    Use the **Status** pill to show only active or only inactive departments. Active is the default.
  </Step>

  <Step title="Expand or collapse parents">
    Click the chevron next to a parent name to show or hide its sub-departments.
  </Step>
</Steps>

***

## Create a Parent Department

Parent departments are the top-level buckets that organize your catalog — think **Produce**, **Dairy**, **Bakery**. Create one whenever you need a new category that sub-departments can live under.

<Steps>
  <Step title="Open the New Department form">
    Click **Create New** in the top-right corner, then choose **Department**.
  </Step>

  <Step title="Name the department">
    Enter the department name. This is what cashiers, reports, and the POS will show.

    <Frame>
      <img src="https://mintcdn.com/vori/_IH6Rx-AZai7FP3O/images/set-up-departments/new-department-form.webp?fit=max&auto=format&n=_IH6Rx-AZai7FP3O&q=85&s=bc1cce2c4e929c46e50ea4651f58cfcd" alt="New Department form with Department Name, Status, and Exclude from Sales Reporting fields" width="1920" height="1080" data-path="images/set-up-departments/new-department-form.webp" />
    </Frame>
  </Step>

  <Step title="Decide whether to exclude from sales reporting">
    Leave **Exclude from Sales Reporting** off for most departments. Turn it on if this department shouldn't count in your sales totals — see [Exclude a Department from Sales Reporting](#exclude-a-department-from-sales-reporting) for when to use it.
  </Step>

  <Step title="Create the department">
    Click **Create Department**. The new department appears in the grid immediately.
  </Step>
</Steps>

<Tip>
  Flip on **Create More** in the top-right of the form if you're adding several departments in a row. Your settings persist so you only type the name for each one.
</Tip>

***

## Create a Sub-Department

Sub-departments sit under a parent and add more detail to your catalog — for example, **Summer Produce** under **Produce**, or **Yogurt** under **Dairy**.

<Steps>
  <Step title="Open the New Sub-Department form">
    Click **Create New** in the top-right corner, then choose **Sub-Department**.
  </Step>

  <Step title="Name the sub-department">
    Enter the sub-department name.
  </Step>

  <Step title="Pick the parent department">
    Click the **Parent Department** dropdown and select the parent this sub-department belongs under. You can type to narrow the list.

    <Frame>
      <img src="https://mintcdn.com/vori/_IH6Rx-AZai7FP3O/images/set-up-departments/new-sub-department-form.webp?fit=max&auto=format&n=_IH6Rx-AZai7FP3O&q=85&s=1f2e017c3a368be6ee0825497a8770c9" alt="New Sub-Department form with Summer Produce name entered and Produce selected as parent" width="1920" height="1080" data-path="images/set-up-departments/new-sub-department-form.webp" />
    </Frame>
  </Step>

  <Step title="Save">
    Click **Create Sub-Department**. The sub-department appears in the grid, grouped under its parent.
  </Step>
</Steps>

***

## Edit an Existing Department

Open any department to rename it, move it under a different parent, or change whether it counts in sales reporting. Changes save automatically as you make them.

<Steps>
  <Step title="Open the department">
    In the grid, hover over the department row and click **Open**.
  </Step>

  <Step title="Rename the department">
    Click the department name field and type the new name. The change saves when you click outside the field.
  </Step>

  <Step title="Move it to a different parent">
    Click the **Parent Department** dropdown and pick a different parent. Type to narrow the list if you have many departments.

    <Note>
      You can only change the parent on a sub-department that has no sub-departments of its own. If the dropdown is disabled, move any sub-departments out from under this department first.
    </Note>
  </Step>

  <Step title="Flip the Exclude from Sales Reporting toggle">
    Turn it on to keep this department out of your sales totals, or off to include it. Changes apply to all reports immediately.

    <Frame>
      <img src="https://mintcdn.com/vori/_IH6Rx-AZai7FP3O/images/set-up-departments/edit-department-form.webp?fit=max&auto=format&n=_IH6Rx-AZai7FP3O&q=85&s=c51e79536da268d9083e2c70d87188fe" alt="Edit Department form showing Juices under Dairy Case with Exclude from Sales Reporting turned on and a success toast" width="1920" height="1080" data-path="images/set-up-departments/edit-department-form.webp" />
    </Frame>
  </Step>
</Steps>

***

## Exclude a Department from Sales Reporting

Some departments ring up like regular sales but don't represent revenue you want counted — third-party gift cards are the classic example. When a customer pays $50 for a Visa gift card, that's a pass-through, not $50 of grocery revenue.

Turning on **Exclude from Sales Reporting** keeps those transactions out of your End-of-Day totals and sales reports, so your numbers reflect actual store revenue.

<Tip>
  Common candidates: third-party gift cards (Visa, Happy Card, Blackhawk), lottery tickets, and money orders. Anything the store is effectively just a pass-through for.
</Tip>

***

## Deactivate or Reactivate a Department

You can deactivate a department once it no longer has any active or inactive products in it. To reactivate, open the department, change its status back to **Active**, and your team can start using it again.

<Note>
  If the status dropdown is disabled, there are still products tied to this department. Move those products to another department first.
</Note>

***

## Quick Reference

| Term                             | What it means                                                                                                                             |
| -------------------------------- | ----------------------------------------------------------------------------------------------------------------------------------------- |
| **Parent department**            | A top-level category like Produce or Dairy. Holds one or more sub-departments.                                                            |
| **Sub-department**               | A child of a parent department, like Summer Produce under Produce.                                                                        |
| **Exclude from Sales Reporting** | A toggle that keeps a department's sales out of EOD totals and sales reports — useful for pass-through items like third-party gift cards. |
| **Product Rules**                | Where tax rates, EBT eligibility, target margin, and other product attributes live now. Separate from the Departments page.               |


## Related topics

- [Set Up and Manage Product Rules](/product-and-product-catalog-management/product-catalog-and-bulk-management/product-rules.md)
- [Setting Up Quick Food Service Counters](/whats-new-in-vori/in-alpha-quick-food-service/setting-up-quick-food-service-counters.md)
- [Set Up Variable Weight Barcodes](/product-and-product-catalog-management/product-creation-and-set-up/set-up-variable-weight-barcodes.md)
