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Creating a Department

How to configure department level settings

Kayla Jew avatar
Written by Kayla Jew
Updated over 4 months ago

Implementing department-level settings will significantly streamline the process of adding new items to your product file, improving overall operational efficiency.

When activating or editing department settings, you can choose to enable, disable, or exclude each attribute as needed.

Setting

Definition

Example

Enable

Turning on an attribute

If EBT is Enabled, it will add the EBT flag to all items in the department.

Disable

Removes attribute and does not allow for item-level change.

If Taxes are Disabled, you won't be able to apply taxes at the item level, and any taxes previously applied will be removed.

Exclude

Does not force enable or disable department-level settings. Changes can be made at the Product-level.

If Containers is Excluded, you can add a container at the Product-level.

🚨Department-level settings will override any current item-level settings.

Create New Parent Department

Steps:

  1. Tap Create New in the top right corner

  2. Select Department

  3. Enter Department name

  4. Add regulatory federal & state assistance attributes

  5. Set Product attributes

  6. Set Taxes, Bottle Deposits, and Containers

  7. Set Target Margin

  8. Review selected attributes for Department, Save.

Create New Sub-Department

Steps:

  1. Tap Create New in the top right corner

  2. Select Sub-Department

  3. Select Parent Department from the drop-down

  4. Enter name for the Sub-Department
    (can add multiple through +Add a Sub-Department)

  5. Review Sub-Departments, Save

Note: Once a Sub-Department is created, it inherits attributes from the Parent Department.


Edit Department Attributes

Steps:

  1. Tap Edit

  2. Edit attributes

  3. Save

Note: Any changes made to the Parent Department will be reflected in the Sub-Department. However, changes to the Sub-Department level will not affect the Parent Department.

Toggling off(i.e exclude) an attribute will not affect current items. It will only apply to items added to the Department thereafter.

If you wish to remove an attribute, make sure to disable it.

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