Turn on Sales by Department
Modified on: Sun, 2 May, 2021 at 10:24 PM
This guide shows you step-by-step how to turn on sales by departments and how to add them.
Departments are for additional info for your daily Sales records if they came from restaurant dine-in, Catering or from 3rd Party Delivery sales.
Since this feature is just an additional breakdown by Department of your daily Sales, both values need to be the same or it will produce a notification message: Oops! The department total and net total should match.
How to setup your Departments
On the homepage, hover your cursor over to your account profile picture and click on it.
Once clicked, a drop-down menu will appear with different options. Click on “Settings”.
On the setting page, look for “Departments” and toggle on the enable button (see below). The button will be highlighted in blue to show it’s enabled .
Next, click on “Adjust Departments” to add/edit departments.
On the Departments page, you can add departments by either clicking on the green "+" button or by pressing the Tab key on your keyboard. Departments can also be deleted by clicking the "-" button .
Enter the name of the Department by typing in the text box (highlighted in green). In real cases, these should be named something like: Restaurant, 3rd Party Delivery, Catering, Bar, etc.
You can re-order departments by clicking and holding the sort button(see below), then dragging it up or down.
Click on "Save" to finish. (NOTE: Clicking "Back" without saving will ignore all changes made.)
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