Settings : Departments Tab Overview (Video)
Article Contents: In this video tutorial, we provide step-by-step instructions on navigating the second tab of the register settings: Department. Below are the key points covered.
Step-By-Step:
Step 1:
What is the Department tab?
The Department tab is where you create and manage departments and sub-departments within Club Caddie. Use it to configure display order, GL account mapping, icons, printer routing, and Kitchen Display System (KDS) settings for each department.
How do you create a department?
The Department tab is where you create and manage departments and sub-departments for your system.Step 2:
You can create new departments by clicking the "Create" button and entering the desired name.
Step 3:
Each department can have sub-departments, which are more specific categories within the main department.
Step 4:
You can assign QuickBooks (QB) accounts or General Ledger (GL) codes to each department and sub-department, ensuring proper mapping of products to the appropriate GL accounts.
Step 5:
Icons can be selected to represent each department, similar to the buttons at the top of the modules.
Step 6:
The order column determines the display order of departments and sub-departments from left to right in the register.
Step 7:
Departments and sub-departments can be enabled or disabled by toggling the Enabled or Disabled option. Disabling a department or sub-department removes it from all areas within Club Caddie, including the register and any reporting views.
Step 8:
The settings button (gear icon) allows you to set up printers and the Kitchen Display System (KDS) for food and beverage operations. This configuration ensures smooth communication between servers, kitchen staff, and bartenders.
Step 9:
KDS lets you view incoming orders on any web-connected device by logging into the Club Caddie web portal (see your administrator for the current URL). It can be used alongside a printer or as a standalone replacement for a printer.