Departments - The Edge

WHAT IT IS

The Departments feature is an additional, optional way of grouping items and services, especially for reporting purposes.

WHAT IT DOES

When enabled and used, the Departments feature will enable department filter options in searches and reports. Departments can include not only inventory (by category), but also repairs, appraisals, custom jobs, and miscellaneous sale lines.

HOW IT WORKS

Before you can populate departments, they must be set up as list items for use in various drop-down menus.
To do so:

Select Administrative > Lists. This will open the List of Lists window.
Open the Department list. The departments in the list will appear. To edit a department record, double-click the department record. The List Item window will appear. Fields in the List Item window include:

Short Value: An abbreviation or code for this department (001, DIA, 1001, etc.)
Original ID: The same as Short Value.
Long Value: A description for this department.

Make changes in the List Item window as needed and select OK/Save & Close. If you have no departments defined, where possible, recent versions of The Edge will automatically create departments based on your category setup. Your System Options will be modified to ensure default departments are created.

EXPAND YOUR EDGE EDUCATION

Interested in learning more about the departments feature? Click the button below to launch our Edge User site and log-in to read more on how to populate departments by category, by repair SKU, or my miscellaneous sale line. Then explore the rest of the site and empower your business through webinars, articles from The Edge Knowledgebase, or discussions with fellow Edge users.