Department Groups Overview
Department groups are the collection of the different departments clubbed in one group. Although there are no function-specific options in Department Groups, users can utilize the Dept. 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. But, the department that is already assigned to one department group, will not be assigned to another department group at the same time.
i.e., An icon of the cigarette could be a group of the "Cigarettes," but it will not be part of the "Lighters."
1. Reaching the Department Groups
To reach the "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
By clicking "Department Groups" from the drop-down selection, you will be redirected to the Department Groups listing page.
From here, you can just add/edit/remove the group. You cannot assign the departments from here.
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.
1. Add Department Group: You can add a new department group. You must have at least one Department Group created for Department assignment.
2. Assign Departments: You can assign the departments to the group. You can add/remove the department 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," you will get a pop-up to enter the name of the new group. The name of the groups 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.
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 Dept. Group
You can assign and manage the departments in the group by clicking the "Assign Departments" button.
By clicking "Assign Departments," you will see the "Manage Filter" window to manage the department.
You need to select the department from the left side and move it to the right side. You can remove any department if it is no longer required in the group just by clicking the "remove" (red-crossed) button. The confirmation pop-up will be asked when you remove the department from the "Selected List."
Note: The departments that are selected in one group and if you select the same departments in another group, the departments that are selected in the previous (1st) group will be removed. It means that more than one department can be assigned to the Dept. Group but cannot be selected in multiple Dept. Groups.
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 an organizational functionality; 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.
You can delete the department group from the list by clicking the "Remove" (red-crossed) button. When you click the "Remove" button, an alert will appear on the screen for confirmation to delete the department group.
By clicking the "Yes" button, the department group will be removed. 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.
Note: To remove the department group, you need to remove the departments from the "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.
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.