Departments & Categories
Departments and Categories
Departments are the first level of the hierarchy, followed by Categories. Each Department can have an unlimited number of Categories associated with it, making up the two main tiers of the hierarchy.
To access the department and category list, click or tap the Departments & Categories menu option from the Navigation Menu under Inventory. The Department list will appear displaying a list of available Departments.
To edit a Department, click the Edit button for the desired Department on the lookup table. You will then be able to edit the Department Code and/or Department Name.
To create a New Department, click the New Department button on the top left of the lookup table. Enter the Department Code and Department Name and click Save.
Categories can be found by clicking the Edit or View buttons from the main lookup. This will take you to the Department Code and Name, and list all Categories within that Department.
To add a New Category to a Department, click New Category. A pop-up will direct you to enter a Category Code and Category Name. Once complete, click Save.
To edit a Category, click the Edit button next to the desired Category. A pop-up will direct you to edit a Category Code and Category Name. Once complete, click Save.
NOTE: OpSuite recommends that care be taken when setting up the department and category structure to assure that the best possible result is reached. The end goal of creating a solid department and category structure is meaningful reports. The user should spend time thinking about the reports needed for sales, inventory, and other areas. Ideally the system should have 15 - 20 (or less) departments, and 15 - 20 (or less) categories per department. Most users find that the fewer (more defined) departments and categories used, the better, and more meaningful the data.
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