Settings - Register Settings - Department - Create new Sub department and Category

Settings - Register Settings - Department - Create new Sub department and Category

Article Contents: 
This article contains step-by-step instructions on how to create a new sub-department.

Step-by-Step:

Step 1:  Click on the Gear Wheel icon on the top right corner of the screen.
Step 2:  Click on Register Settings in the left-hand menu and then click on the Department tab.



Step 3:  Click on the department drop down menu for a list of previously created departments. For demonstration purposes,  a sub-department called "Bags" is being created under the "Merchandise" department.





Step 4: Select the Department name in the drop-down, then type your desired Sub-Department name in the second drop-down. If a Chart of Accounts is used for accounting, please select the desired GL Account that this sub-department needs to route to. Once completed, in the Action section, click the Create button



Step 5: After creation, the sub-department can be viewed within the Department tab. 



Step 6: From the left hand menu in the settings, please select "Manage Roles" where you'll give access to the new sub-department to each role that needs access. 



Step 7: For each role that needs access to the new sub-department, you'll want to click "Department Permissions" and toggle on the new sub-department. Click Done.



Step 8: After completion, logout and log in again and your newly created sub-department will appear. 

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