This article contains step-by-step instructions on how to create a new sub-department.
Step 1: Click on the Gear Wheel icon on the top right corner of the screen.
Click on Register Settings in the left-hand menu and then click on the Department tab.
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.