SMS eSuite - Managing Sub-Departments

SMS eSuite - Managing Sub-Departments



Sub-department table

Information

The Sub-department table contains information for groups of items. The eSuite software uses sub-departments to group coded items and direct key sales for reporting.

Instead of directly linking coded items to departments, eSuite uses sub-departments to group items, 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 items or direct key sales. You can also program coded items to follow these settings using the POS table.


Display the Sub-department table

The Sub-department table is available from the launcher in the following eSuite modules: CareManageBuySell, and Batch.

To display the Sub-department table:


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

  1. Click Sub-departments to open the Sub-departments start window.


  1. Select List.


  1. Select a sub-department from the list.

  1. Click Edit in the bottom menu and select Sub-department (F3).



The Sub-department table opens on the desktop.


Create a sub-department

You can create a sub-department from the Sub-department list or the Sub-department table.

To create a new sub-department:


  1. Click  Add in the toolbar.

The new Sub-department table opens on the desktop.

  1. Enter the minimum requirements: sub-department number and description.


  1. Choose the department from the Department field drop-down list.


  1. Enter the required sub-department information.


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


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

  1. Deploy the changes with the Deploy auxiliaries job.


Modify a sub-department

To modify a sub-department:


  1. Open the Sub-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 sub-department

You can add images to sub-departments using the Sub-department images table.

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

The Sub-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 press Enter on your keyboard to save the changes.


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