Company Product Details: Departments

The product must be associated with at least one department before it can be ordered by Vendor Order, Master Order, Commissary Order, or Customer Order.

Note: If a “Default Company Department” is selected in the Preferences screen, associations between products and the default department will be created automatically. If the “Use Single Company Department” preference is checked, this tab will not be visible at corporate or at locations.  See "General Preferences" for more information.

 

1. Under the Products menu, click Company Products.
2. To edit a product record, click on the Product Name hyperlink.

• All tabs are visible by default. To show/hide a tab, click on the Menu icon and select the Tabs option.  From the pop-up menu, check to show or uncheck to hide the desired tab(s).

3. Click on the Departments tab.

4. To add one or more departments:

1. click the Plus (Add) icon.
2. Click to select the appropriate department(s) from the list on the right. To select more than one, press and hold the CTRL key when clicking. If necessary, use the Funnel (Filters) icon to filter the list.
3. Click the [<] (Add) button to add the selected option(s) or click the [<<] (Add All) button to add them all.
4. When finished, click the (X) (Close) or (>) (Collapse) button in the selection panel to close/collapse it.
   If you collapse the panel, you can use the (<) (Expand) button to reopen it.

5. Click the Disk (Save) icon to save your changes.
6. To download and print these settings, click the Printer (Export) icon and select the desired options.
7. If necessary, click on any other tab as needed to configure settings on that tab. If not, skip to the next step.
8. When finished, click the X (Close) icon to return to the summary screen.

 

If necessary, you can click on a row and click the Trash Can (Delete) icon to remove it.

 

 

 

 

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