Add and Edit Departments

From the dashboard, there are two ways to create a department: from Cash Register or from Inventory Management.

Add a Department from the Cash Register

Click on Cash Register on the Dashboard.

From the Cash Register, you can tap on the + icon in the Departments bar.

A screen will appear to enter the department name, code, and other options.

On the right side, you can add an image to represent the department on the register screen. Tap the image and choose Internet to search Google for a relevant image.

If the department contains only age-restricted items, like alcohol or tobacco, select Age Restriction. Then, choose the age customers must be to purchase this department’s items.

Only select Payout if this is a payout department. This will make all transactions a negative amount for when you need to remove money from the register (for transactions like paying a supplier).

Click on the Settings tab for tax options.

Here you can select a department-wide tax type.

When you are finished, tap Save at the bottom of the screen. Your department has been created!

Add a Department from Inventory Management

Click on Inventory Management from the Dashboard.

Tap on the top left  VisualEditor_-_Icon_-_Menu.svg menu button.

Click on Department in the left sidebar.

Now, tap on the + New Department icon at the bottom of the screen.

A screen will appear to enter the department name, code, and other options.

On the right side, you can add an image to represent the department on the register screen. Tap the image and choose Internet to search Google for a relevant image.

If the department contains only age-restricted items, like alcohol or tobacco, select Age Restriction. Then, choose the age customers must be to purchase this department’s items.

Only select Payout if this is a payout department. This will make all transactions a negative amount for when you need to remove money from the register (for transactions like paying a supplier).

Click on the Settings tab for tax options.

Here you can select a department-wide tax type.

When you are finished, tap Save at the bottom of the screen. Your department has been created!

Edit a Department from Inventory Management

Click on Inventory Management from the Dashboard.

Tap on the top left  VisualEditor_-_Icon_-_Menu.svg menu button.

Click on Department in the left sidebar.

Now, you can search and find the department you’d like to edit.

Tap on the department and you will be able to edit the name, code, tax and other options.

When you are finished, tap Save at the bottom of the screen. Your department has been updated!