Departments are a way to categorize items or lots in the system, creating and managing them just takes a few steps.
Create Departments
Within Settings a user with permission to administer Departments can create parent and child departments. These departments are then associated with Items during the item creation process.
The departments can be used to filter or sort the Item Library. Ex: Shellfish, Finfish, Frozen later when interacting with items across the system.
If you carry a lot of items in a given department, you may want some departments nested under a Parent Department to organize them.
Ex: Parent = Shellfish
Ex: Children = Mussels, Clams, Oysters, Scallops.
How to Create Departments:
Settings > Departments > Add a Department > Fill in Form > Save
Using Departments
When you create an item, you can assign it to a department. If you edit a department, then all the items that use that department will also be updated.
Places where departments can be used:
- Item Library Filters
- Live Inventory Filters
- iOS app > filter lists of items and lots by department