Manage Department/Sub Department/Category

SETTINGS: MANAGE DEPARTMENT / SUB-DEPARTMENT / CATEGORIES

Article Contents: This article explains Manage Department/Sub Department/Category.

Step-by-Step:  
Step 1: Click on "Settings" then click on "Register Settings".
 
 
Step 2: Click on the "Department" tab.
 
 
Step 3: Click on the "Manage Department". You can manage the department according to "Account Name" and "Classification Name", also you can sync that department to Quickbooks software.
 
 
Step 4: Click on the "Manage Sub Department". You can manage and "Add" the sub-department according to "Account Name" and "Classification Name", also you can sync that sub-department to Quickbooks software.
 
 
Step 5: The "Manage Category" button will give you the ability to add or edit a category.
 

    • Related Articles

    • Manage Inventory Categories (Video)

      This article offers a step-by-step guide on how to add, edit, and delete categories in the Inventory Center, which is part of the settings module. Step-By-Step: Step 1: To start, click the Settings icon at the top right corner of the screen and ...

    • SETTINGS: DEPARTMENTS TAB OVERVIEW (VIDEO)

      Article Contents: In this video tutorial, we provide step-by-step instructions on navigating the second tab of the register settings: Department. Below are the key points covered. Step-By-Step: Step 1: The Department tab is where you create and ...

    • SETTINGS: DEPARTMENT - CREATE A NEW SUB-DEPARTMENT AND CATEGORY

      Article Contents: This article contains step-by-step instructions on how to create a new sub-department. Step-by-Step: Step 1: Click on the Settings icon on the top right corner of the screen. Then click on Register Settings in the left-hand menu and ...

    • SETTINGS: DEPARTMENT - CREATE NEW DEPARTMENT

      Article Contents: This article contains a step-by-step guide on how to create a new department for the register. Step-By-Step: Step 1: Click on the Gear Wheel Icon on the top-right hand corner of the screen. Step 2: Click on the “Register Settings” ...

    • Department Visibility

      Article Contents: This article contains step-by-step instructions on how to add or hide departments from users by utilizing the role manager. Step-By-Step: Step 1: Click the Gear Wheel icon from the top right corner of the screen. Click Manage Roles ...