SMS eSuite - Managing Departments

SMS eSuite - Managing Departments



Department table

Information

The Department table contains information for groups of items like taxability or restrictors. Some points of sale, especially cash registers, use department keys to sell non-coded items. The eSuite software uses departments to group coded items and direct key sales for reporting.

Instead of directly linking coded items to departments, eSuite employs sub-departments to group items and then links the sub-departments to departments. This approach facilitates an additional report level, enabling the regrouping of item codes in a more specific manner.

Sub-departments have individual settings, including taxability or maximum and minimum entries for sales and voids. These settings are applicable when performing coded item or direct key sales.


Display the Department table

The Department table is available from the launcher in the following eSuite modules: CareManageBuySell and Batch.

To display the Department table:


  1. Click the down arrow in the Dimensions entry to expand its menu.

  1. Click Departments to open the Departments start window.


  1. Select List.


  1. Select a department from the list.

  1. Click Edit in the bottom menu and select Department (F3).








The Department table opens on the desktop.


Create a department

You can create a department from the Department list or the

Department table.

To create a new department:


  1. Click on  Add in the toolbar.

The new Department table opens on the desktop.


  1. Enter the minimum requirements: department number, description, and group.



  1. Enter the required department information.


  1. Click Save in the toolbar or press Enter on your keyboard to save and close the Department table.


  1. Refresh the grid from the bottom menu of the department list to see the new entry.


Modify a department

To modify a department:

  1. Open the Department table for the record that you want to edit.
  2. Modify as required.
  3. Click  Save in the toolbar or press Enter on your keyboard to save the changes.


Add an image to the department

You can add images to departments using the Department images

table.


  1. In the department list, select the department to which you want to add images.
  2. Click Edit in the bottom menu and select Images.

The Department images table opens on the desktop.

  1. Click  Add in the toolbar to activate the table fields.

  1. Enter the image type, angle, and size.
  2. Click on Browse and select an image.


  1. Click on  Save in the toolbar or select Enter on your keyboard to save the changes.

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