Department Groups
Department Groups Overview
Department groups are a collection of the different departments combined into one group. Although there are no function-specific options in "Department Groups," users can utilize the department groups in the Mass Updates utility in different modules' configurations, such as applying discounts/buydowns and running reports by filtering to get the relevant report data.
Multiple departments can be associated only with the department group. However, a department already assigned to one department group will not be able to be assigned to another department group at the same time.
1. Reaching "Department Groups"
To reach "Department Groups":
- Step 1: Log into Control Center
- Step 2: Choose Point of Sale
- Step 3: Choose Maintenance
- Step 4: Choose Departments
- Step 5: Choose Department Groups
Figure 1.1
Clicking "Department Groups" from the drop-down menu will redirect you to the Department Groups listing page.
Figure 1.2
From here, you can add/edit/remove the group, but you cannot assign the departments.
To assign and manage the department in the group, you will see the "Manage Department Groups" button on the top-right side of the "Departments" listing page. By clicking this button, you will see the window named "Manage Department Groups" to manage the groups and assign the departments.
Figure 1.3
1. Add Department Groups: Here, you can add new department groups. You must have at least one department group created for the department assignment.
2. Assign Departments: Here, you can assign the departments to the group and add/remove them from that group assignment.
3. Edit/Delete: Option to edit the group name and remove the group, respectively.
2. Adding New Department Group
By clicking "Add Department Group," a pop-up will appear asking you to enter the name of the new group. The name of the group depends on how you currently or plan to utilize editing and reporting functions.
You can also add a new group from the Department Groups listing page in a similar way.
Figure 2.1
Enter the name of the department group and click the "Create" button. After clicking the "Create" button, the new group will be added to the list.
3. Assign Departments to Department Group
You can assign and manage the departments in the group by clicking the "Assign Departments" button.
Figure 3.1
By clicking "Assign Departments," you will see the "Manage Filter" window to manage the department.
Figure 3.2
You need to select the department from the left side and move it to the right side. You can remove any department that is no longer required in the group by clicking the Remove (red X) button. When you remove the department from Selected List, a confirmation pop-up will be asked.
After managing the departments for this group, click the "Apply" button, and the departments will be assigned to the group.
4. Edit/Delete Group
Department groups are used only as a way to group like-type departments. They do not contain any important data. As such, they can be freely edited and deleted without concern for data loss.
You can edit the department group name by clicking the Edit button. You can also edit a group from the Department Groups listing page in a similar way.
Figure 4.1
You can delete the department group from the list by clicking the Remove (red X) button. When you click the Remove button, an alert will appear on the screen for confirmation to delete the department group.
Figure 4.2
The department group will be removed by clicking the "Yes" button. But if the departments are already assigned to the group, you will get the "Unable to Delete Department Group" alert pop-up. You can also delete a group from the Department Groups listing page in a similar way.
Figure 4.3
Note: To remove the department group, you need to remove the departments from Selected List primarily. After that, you can delete the department group from the list.5. Select Department Group
When you are creating the department, you will get the mandatory drop-down selection to select a department group from the list.
Figure 5.1
The department and the department group will have a 1:1 ratio, which means you cannot assign the department to more than one group. You can change the group and assign it to another group.
You can assign multiple departments to a department group, but you cannot assign multiple department groups to a department.
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