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Kristen Hercules
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<!doctype HTML public "-//W3C//DTD HTML 4.0 Frameset//EN">
<html>
<head>
<meta http-equiv="Content-Type" content="text/html; charset=windows-1252">
<meta name="MS-HAID" content="Departments">
<meta name="generator" content="Adobe RoboHelp 2019">
<title>Access Departments Records</title>
<link rel="StyleSheet" href="../qbpos.css" type="text/css">
<link rel="stylesheet" href="../responsive.css?v=20260110083000" type="text/css">
<style title="hcp" type="text/css">
<!--
font.hcp1 { font-weight:bold; }
-->
</style>
<style type="text/css">
/* FORCE ALL FONTS TO 13PT - V3 */
* { font-size: 13pt !important; }
body, body *, p, p *, li, li *, ol, ol *, ul, ul *, div, div *, span, span *, td, td *, th, th *, h1, h2, h3, h4, h5, h6, font, font * {
font-size: 13pt !important;
}
</style>
</head>
<body>
<script type="text/javascript" src="../ehlpdhtm.js" language="JavaScript1.2"></script>
<p class="Help-Heading-1" style="background-color: #008000;">Access Departments Records</p>
<p class="Help-Text"><a source="shell" href="dept_hdi.htm">How do I?</a><img src="../image/yellow_up.gif" alt="Click to display a popup topic" title="Click to display a popup topic" style="border: none;" width="10" height="12" border="0"> <span style="color: #c0c0c0;">|</span> <a href="deptsoverview.htm">Departments Overview</a></p>
<p class="Help-Info-Line">Access your department records in one of these ways:</p>
<ul>
<li class="p-Help-Nested-List" style="font-size: 9pt;">
<p class="Help-Nested-List">From the Inventory menu, select <font class="hcp1">New Department</font> to create a new department record or <font class="hcp1">Department List</font> to view existing departments</p>
</li>
<li class="p-Help-Nested-List" style="font-size: 9pt;">
<p class="Help-Nested-List">With the cursor in the <font class="hcp1">Department</font> field on an item record, click the down arrow to display a list of your departments from which you can choose</p>
</li>
</ul>
</body>
</html>

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<!doctype HTML public "-//W3C//DTD HTML 4.0 Frameset//EN">
<html>
<head>
<meta http-equiv="Content-Type" content="text/html; charset=windows-1252">
<meta name="MS-HAID" content="Departments">
<meta name="generator" content="Adobe RoboHelp 2019">
<title>Add a New Department</title>
<link rel="StyleSheet" href="../qbpos.css" type="text/css">
<link rel="stylesheet" href="../responsive.css?v=20260110083000" type="text/css">
<style title="hcp" type="text/css">
<!--
img.hcp1 { border:none; }
font.hcp2 { font-weight:bold; }
-->
</style>
<style type="text/css">
/* FORCE ALL FONTS TO 13PT - V3 */
* { font-size: 13pt !important; }
body, body *, p, p *, li, li *, ol, ol *, ul, ul *, div, div *, span, span *, td, td *, th, th *, h1, h2, h3, h4, h5, h6, font, font * {
font-size: 13pt !important;
}
</style>
</head>
<body>
<script type="text/javascript" src="../ehlpdhtm.js" language="JavaScript1.2"></script>
<p class="Help-Heading-1" style="background-color: #008000;">Add a New Department</p>
<p class="Help-Text"><a source="shell" href="dept_hdi.htm">How do I?</a><img src="../image/yellow_up.gif" alt="Click to display a popup topic" title="Click to display a popup topic" width="10" height="12" border="0" class="hcp1"> <span style="color: #c0c0c0;">|</span> <a href="dept_structure.htm">Plan Your Departments</a> <font color="#C0C0C0" class="hcp2">|</font> <a href="deptsoverview.htm">Department Overview</a></p>
<p class="Help-Info-Line">To add a new department:</p>
<ol>
<li class="p-Help-Steps" style="font-size: 9pt;">
<p class="Help-Steps">Select <font class="hcp2">New Department</font> from the Inventory menu.</p>
</li>
</ol>
<p class="Help-Indent">Or, if your department list is already displayed, select <font class="hcp2">New</font> <span style="font-weight: bold;">Department</span> from the window toolbar.</p>
<p class="Help-Indent">A blank department form is opened.</p>
<ol start="2">
<li class="p-Help-Steps" style="font-size: 9pt;">
<p class="Help-Steps">Enter a <font class="hcp2">Department</font> name (required).</p>
</li>
<li class="p-Help-Steps" style="font-size: 9pt;">
<p class="Help-Steps">Enter any additional information in the optional <a href="../qbpos_fields/fields01.htm">department fields</a>.</p>
</li>
<li class="p-Help-Steps" style="font-size: 9pt;">
<p class="Help-Steps">Select <font class="hcp2">Save</font> or <font class="hcp2">Save &amp; New</font> (if immediately adding another record).</p>
</li>
</ol>
<p class="Help-Text" style="margin-top: 0; margin-bottom: 0;">&#160;</p>
<p class="Help-Heading-2">Notes:</p>
<ul>
<li class="p-Help-Bulleted" style="margin-left: -20px;">
<p class="Help-Bulleted">If you imported inventory items from QuickBooks, all the imported items were put into a single department named <font style="font-style: italic;">QuickBooks</font>. <a href="../qbpos_qb_data_exchange/financialexchange_reviewdeptcodes.htm">Review</a>, add, or edit departments as needed to make them useful for your purposes. If you edit a department name, be sure to reassign the new name to items in inventory that are in that department.</p>
</li>
<li class="p-Help-Bulleted" style="margin-left: -20px;">
<p class="Help-Bulleted">New departments can also be added directly in the department list using <a href="../qbpos_basic_procedures/basic_list_edit_mode.htm">list edit mode</a>.</p>
</li>
<li class="p-Help-Bulleted" style="margin-left: -20px;">
<p class="Help-Bulleted">(Pro) Only Headquarters can add or edit departments.</p>
</li>
<li class="p-Help-Bulleted" style="margin-left: -20px;">
<p class="Help-Bulleted"><a href="dept_markupcalc.htm">My markup value sometimes changes right after I enter it. Why?<img src="../image/yellow_up.gif" alt="Click to display a popup topic" title="Click to display a popup topic" width="10" height="12" border="0" class="hcp1"></a></p>
</li>
</ul>
<p class="Related-Topics">Related Topics</p>
<p class="Help-Main-Topic-Links"><a href="dept307.htm">Copy a department record</a></p>
<p class="Help-Main-Topic-Links"><a href="dept309.htm">Use a pricing formula for new items</a></p>
<p class="Help-Main-Topic-Links"><a href="dept310.htm">Print department records</a></p>
</body>
</html>

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<!doctype HTML public "-//W3C//DTD HTML 4.0 Frameset//EN">
<html>
<head>
<meta http-equiv="Content-Type" content="text/html; charset=windows-1252">
<meta name="MS-HAID" content="Departments">
<meta name="generator" content="Adobe RoboHelp 2019">
<title>Edit a Department Record</title>
<link rel="StyleSheet" href="../qbpos.css" type="text/css">
<link rel="stylesheet" href="../responsive.css?v=20260110083000" type="text/css">
<style title="hcp" type="text/css">
<!--
font.hcp1 { font-weight:bold; }
-->
</style>
<style type="text/css">
/* FORCE ALL FONTS TO 13PT - V3 */
* { font-size: 13pt !important; }
body, body *, p, p *, li, li *, ol, ol *, ul, ul *, div, div *, span, span *, td, td *, th, th *, h1, h2, h3, h4, h5, h6, font, font * {
font-size: 13pt !important;
}
</style>
</head>
<body>
<script type="text/javascript" src="../ehlpdhtm.js" language="JavaScript1.2"></script>
<p class="Help-Heading-1" style="background-color: #008000;">Edit a Department Record</p>
<p class="Help-Text"><a href="../qbpos_fields/fields01.htm">Department Field Descriptions</a> <font color="#C0C0C0" class="hcp1">|</font> <a href="deptsoverview.htm">Department Overview</a></p>
<p class="Help-Text">&#160;</p>
<p class="Help-Text">You can freely edit department records as needed. However, read the notes below about the effect of editing specific department fields.</p>
<p class="Help-Info-Line">To edit a department record:</p>
<ol>
<li class="p-Help-Steps" style="font-size: 9pt;">
<p class="Help-Steps">Highlight or select the department record you want to modify.</p>
</li>
<li class="p-Help-Steps" style="font-size: 9pt;">
<p class="Help-Steps">Select <font class="hcp1">Edit</font> from the window tool bar.</p>
</li>
<li class="p-Help-Steps" style="font-size: 9pt;">
<p class="Help-Steps">Modify the department fields, as necessary.</p>
</li>
<li class="p-Help-Steps" style="font-size: 9pt;">
<p class="Help-Steps">Select <font class="hcp1">Save</font>.</p>
</li>
</ol>
<p class="Help-Text" style="margin-top: 0; margin-bottom: 0;">&#160;</p>
<p class="Help-Text">If you want to edit multiple records at one time in your department list, you can do so by turning on <a href="../qbpos_basic_procedures/basic_list_edit_mode.htm">list edit mode</a>.</p>
<p class="Help-Text" style="margin-top: 0; margin-bottom: 0;">&#160;</p>
<p class="Help-Heading-2">Notes:</p>
<ul>
<li class="p-Help-Bulleted" style="margin-left: -20px;">
<p class="Help-Bulleted">Editing a department name in the department file does not change the name on item records in inventory. To correct inventory items, you must edit the department name for each item assigned to that department to reflect the new name.</p>
</li>
<li class="p-Help-Bulleted" style="margin-left: -20px;">
<p class="Help-Bulleted">Changes to a department name are automatically reflected in other program areas and on reports.</p>
</li>
<li class="p-Help-Bulleted" style="margin-left: -20px;">
<p class="Help-Bulleted">Editing the margin/markup or tax code does not update existing items in inventory. These values are used only when adding new items to inventory. <a href="dept_markupcalc.htm">My markup value sometimes changes right after I enter it. Why?</a><img src="../image/yellow_up.gif" alt="Click to display a popup topic" title="Click to display a popup topic" style="border: none;" width="10" height="12" border="0"></p>
</li>
</ul>
<p class="Related-Topics">Related Topics</p>
<p class="Help-Main-Topic-Links"><a href="../qbpos_basic_procedures/navigation_find/basic_find_dept.htm">Find a department record</a></p>
<p class="Help-Main-Topic-Links"><a href="dept308.htm">Delete a department</a></p>
<p class="Help-Main-Topic-Links"><a href="../qbpos_inventory/inven404.htm">Edit an item</a></p>
</body>
</html>

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<!doctype HTML public "-//W3C//DTD HTML 4.0 Frameset//EN">
<html>
<head>
<meta http-equiv="Content-Type" content="text/html; charset=windows-1252">
<meta name="MS-HAID" content="Departments">
<meta name="generator" content="Adobe RoboHelp 2019">
<title>Copy a Department Record</title>
<link rel="StyleSheet" href="../qbpos.css" type="text/css">
<link rel="stylesheet" href="../responsive.css?v=20260110083000" type="text/css">
<style title="hcp" type="text/css">
<!--
font.hcp1 { font-weight:bold; }
-->
</style>
<style type="text/css">
/* FORCE ALL FONTS TO 13PT - V3 */
* { font-size: 13pt !important; }
body, body *, p, p *, li, li *, ol, ol *, ul, ul *, div, div *, span, span *, td, td *, th, th *, h1, h2, h3, h4, h5, h6, font, font * {
font-size: 13pt !important;
}
</style>
</head>
<body>
<script type="text/javascript" src="../ehlpdhtm.js" language="JavaScript1.2"></script>
<p class="Help-Heading-1" style="background-color: #008000;">Copy a Department Record</p>
<p class="Help-Text"><a href="../qbpos_fields/fields01.htm">Department Field Descriptions</a> <font color="#C0C0C0" class="hcp1">|</font> <a href="deptsoverview.htm">Department Overview</a></p>
<p class="Help-Text" style="margin-top: 0; margin-bottom: 0;">&#160;</p>
<p class="Help-Text">If an existing department is similar to one you want to add, copy the existing department and edit the copy to reflect the new department information.</p>
<p class="Help-Info-Line">To create a department by copying an existing department record:</p>
<ol>
<li class="p-Help-Steps" style="font-size: 9pt;">
<p class="Help-Steps">In your department list, highlight the department record to be copied.</p>
</li>
<li class="p-Help-Steps" style="font-size: 9pt;">
<p class="Help-Steps">Select <font class="hcp1">Copy</font> from the window toolbar.</p>
</li>
</ol>
<p class="Help-Indent">All the fields from the original department are copied to a new record.</p>
<ol start="3">
<li class="p-Help-Steps" style="font-size: 9pt;">
<p class="Help-Steps">Enter a unique <font class="hcp1">Department Name</font> and modify the other department fields, as necessary.</p>
</li>
<li class="p-Help-Steps" style="font-size: 9pt;">
<p class="Help-Steps">Select <font class="hcp1">Save</font> or <font class="hcp1">Save &amp; New</font> (if immediately adding another record).</p>
</li>
</ol>
<p class="Help-Text" style="margin-top: 0; margin-bottom: 0;">&#160;</p>
<p class="Related-Topics">Related Topics</p>
<p class="Help-Main-Topic-Links"><a href="../qbpos_basic_procedures/navigation_find/basic_find_dept.htm">Find a department record</a></p>
<p class="Help-Main-Topic-Links"><a href="dept306.htm">Edit a department record</a></p>
<p class="Help-Main-Topic-Links"><a href="dept308.htm">Delete a department</a></p>
</body>
</html>

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<!doctype HTML public "-//W3C//DTD HTML 4.0 Frameset//EN">
<html>
<head>
<meta http-equiv="Content-Type" content="text/html; charset=windows-1252">
<meta name="MS-HAID" content="Departments">
<meta name="generator" content="Adobe RoboHelp 2019">
<title>Delete a Department Record</title>
<link rel="StyleSheet" href="../qbpos.css" type="text/css">
<link rel="stylesheet" href="../responsive.css?v=20260110083000" type="text/css">
<style title="hcp" type="text/css">
<!--
span.hcp1 { font-weight:bold; }
-->
</style>
<style type="text/css">
/* FORCE ALL FONTS TO 13PT - V3 */
* { font-size: 13pt !important; }
body, body *, p, p *, li, li *, ol, ol *, ul, ul *, div, div *, span, span *, td, td *, th, th *, h1, h2, h3, h4, h5, h6, font, font * {
font-size: 13pt !important;
}
</style>
</head>
<body>
<script type="text/javascript" src="../ehlpdhtm.js" language="JavaScript1.2"></script>
<p class="Help-Heading-1" style="background-color: #008000;">Delete a Department Record</p>
<p class="Help-Text"><a href="../qbpos_basic_procedures/navigation_find/basic_find_dept.htm">Find a Department Record</a> <font style="font-weight: bold;" color="#C0C0C0">|</font> <a href="deptsoverview.htm">Department Overview</a></p>
<p class="Help-Text">&#160;</p>
<p class="Help-Text">Use this procedure to delete a department that you no longer use. Deleting a department record does not affect existing inventory records or <a href="../qbpos_glossary_of_terms/glossarypage.htm#glossary_historydocs">history documents</a>. The department name remains in place in both of those areas and reports can still be generated for the deleted department.</p>
<p class="Help-Info-Line">To delete a department record:</p>
<ol>
<li class="p-Help-Steps" style="font-size: 9pt;">
<p class="Help-Steps">Highlight the department record that you want to delete.</p>
</li>
<li class="p-Help-Steps" style="font-size: 9pt;">
<p class="Help-Steps">From <span class="hcp1">I Want To..</span>, choose <span class="hcp1">Delete Department(s)</span><span>.</span></p>
</li>
</ol>
<p class="Help-Text" style="margin-top: 0; margin-bottom: 0;">&#160;</p>
<p class="Help-Heading-2">Notes:</p>
<ul style="list-style: disc;">
<li class="p-Help-Bulleted" style="margin-left: -20px;">
<p class="Help-Bulleted">Deleting a department record does not remove the department from item records. If the department is still in place on item records, the item records should be updated to reflect your new department structure.</p>
</li>
</ul>
<p class="Related-Topics">Related Topics</p>
<p class="Help-Main-Topic-Links"><a href="dept306.htm">Edit a department</a></p>
<p class="Help-Main-Topic-Links"><a href="dept302.htm">Add a new department</a></p>
</body>
</html>

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<!doctype HTML public "-//W3C//DTD HTML 4.0 Frameset//EN">
<html>
<head>
<meta http-equiv="Content-Type" content="text/html; charset=windows-1252">
<meta name="MS-HAID" content="Departments">
<meta name="generator" content="Adobe RoboHelp 2019">
<title>Use a Department Pricing Formula for New Items</title>
<link rel="StyleSheet" href="../qbpos.css" type="text/css">
<link rel="stylesheet" href="../responsive.css?v=20260110083000" type="text/css"><object id="hhctrl" classid="clsid:ADB880A6-D8FF-11CF-9377-00AA003B7A11" width="0" height="0" vspace="0" hspace="0" border="0" type="application/x-oleobject"></object>
<style title="hcp" type="text/css">
<!--
font.hcp1 { font-weight:bold; }
-->
</style>
<style type="text/css">
/* FORCE ALL FONTS TO 13PT - V3 */
* { font-size: 13pt !important; }
body, body *, p, p *, li, li *, ol, ol *, ul, ul *, div, div *, span, span *, td, td *, th, th *, h1, h2, h3, h4, h5, h6, font, font * {
font-size: 13pt !important;
}
</style>
</head>
<body>
<script type="text/javascript" src="../ehlpdhtm.js" language="JavaScript1.2"></script>
<p class="Help-Heading-1" style="background-color: #008000;">Use a Department Pricing Formula for New Items</p>
<p class="Help-Text"><a href="../qbpos_inventory/inven410.htm">Item Price and Cost</a> <font color="#C0C0C0" class="hcp1">|</font> <a href="deptsoverview.htm">Department Overview</a></p>
<p class="Help-Text">&#160;</p>
<p class="Help-Text">Point of Sales pricing formula can be used to calculate item prices when they are first added or received into inventory.</p>
<p class="Help-Text">When a new item is added and assigned to a department with a predefined <a class="popupspot" href="JavaScript:hhctrl.TextPopup('Gross profit expressed as a percentage; one way to express the relationship between item cost and price. /r/nMargin % = [(Price Cost)/Price] X 100.','Arial,10',15,10,00000000,0xc0ffff)" style="color: #008000;">margin</a> or <a class="popupspot" href="JavaScript:hhctrl.TextPopup('Alternate way to express profit; straight markup by n% over cost.','Arial,10',15,10,00000000,0xc0ffff)" style="color: #008000;">markup</a>, Point of Sale will calculate your regular price from the average unit cost by applying the specified margin/markup. Prices for your other <a class="popupspot" href="JavaScript:hhctrl.TextPopup('Up to four optional item prices, each a markdown from your regular price. Different price levels can be used to offer special prices to customer groups (employees, VIPs, resellers), to have promotional sale prices, to offer wholesale prices, and so on.','Arial,10',15,10,00000000,0xc0ffff)" style="color: #008000;">price levels</a> are calculated based on the <a href="../qbpos_company_preferences/sysprefs05.htm">price level markdowns</a> defined in company preferences.</p>
<p class="Help-Text">&#160;</p>
<p class="Help-Note"><span style="font-weight: bold;">Note</span>: The ability to see cost fields, including margin and markup and other fields related to cost, can be controlled by <a href="../qbpos_secadmin/secadminoverview.htm">security rights</a>. If you do not have the right to view item costs, the fields will be masked like this "*****". This right affects cost fields in inventory and on all documents and reports.</p>
<p class="Help-Info-Line">To define a default department margin or a markup:</p>
<ol>
<li class="p-Help-Steps" style="font-size: 9pt;">
<p class="Help-Steps">Display the department record.</p>
</li>
<li class="p-Help-Steps" style="font-size: 9pt;">
<p class="Help-Steps">Enter a margin value in the <font class="hcp1">Margin %</font> field or a markup value in the <font class="hcp1">Markup %</font> field. Entering either results in the other being calculated and auto-filled by Point of Sale.</p>
</li>
</ol>
<p class="Help-Indent"><a href="dept_markupcalc.htm">My markup value sometimes changes right after I enter it. Why?</a><img src="../image/yellow_up.gif" alt="Click to display a popup topic" title="Click to display a popup topic" style="border: none;" width="10" height="12" border="0"></p>
<ol start="3">
<li class="p-Help-Steps" style="font-size: 9pt;">
<p class="Help-Steps">Select <font class="hcp1">Save</font>.</p>
</li>
</ol>
<p class="Help-Text" style="margin-top: 0; margin-bottom: 0;">&#160;</p>
<p class="Help-Heading-2">Notes:</p>
<ul>
<li class="p-Help-Bulleted" style="margin-left: -20px;">
<p class="Help-Bulleted">The department pricing formula is applied only to <font style="font-style: italic;">new</font> items (previous price = $0) added to inventory. It is not applied to the prices of existing items when item costs change.</p>
</li>
<li class="p-Help-Bulleted" style="margin-left: -20px;">
<p class="Help-Bulleted">If you prefer not to use Point of Sales pricing formula, do not enter a margin or markup on the department record. Manually enter item prices as you add items to inventory.</p>
</li>
<li class="p-Help-Bulleted" style="margin-left: -20px;">
<p class="Help-Bulleted">Margin and markup can be edited in inventory for individual items as necessary. Just <a href="../qbpos_inventory/inven410.htm">edit</a> the <font class="hcp1">Margin %</font> or <font class="hcp1">Markup %</font> fields of individual item records.</p>
</li>
</ul>
<p class="Related-Topics">Related Topics</p>
<p class="Help-Main-Topic-Links"><a href="dept306.htm">Edit a department</a></p>
</body>
</html>

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<!doctype HTML public "-//W3C//DTD HTML 4.0 Frameset//EN">
<html>
<head>
<meta http-equiv="Content-Type" content="text/html; charset=windows-1252">
<meta name="MS-HAID" content="Departments">
<meta name="generator" content="Adobe RoboHelp 2019">
<title>Print or Export your Department List</title>
<link rel="StyleSheet" href="../qbpos.css" type="text/css">
<link rel="stylesheet" href="../responsive.css?v=20260110083000" type="text/css">
<style title="hcp" type="text/css">
<!--
font.hcp1 { font-weight:bold; }
span.hcp2 { font-weight:bold; }
span.hcp3 { font-weight:normal; }
-->
</style>
<style type="text/css">
/* FORCE ALL FONTS TO 13PT - V3 */
* { font-size: 13pt !important; }
body, body *, p, p *, li, li *, ol, ol *, ul, ul *, div, div *, span, span *, td, td *, th, th *, h1, h2, h3, h4, h5, h6, font, font * {
font-size: 13pt !important;
}
</style>
</head>
<body>
<script type="text/javascript" src="../ehlpdhtm.js" language="JavaScript1.2"></script>
<p class="Help-Heading-1" style="background-color: #008000;">Print or Export your Department List</p>
<p class="Help-Text"><a href="../qbpos_basic_procedures/printing/basic243.htm">Printing Basics</a> <font color="#C0C0C0" class="hcp1">|</font> <a href="deptsoverview.htm">Department Overview</a></p>
<p class="Help-Info-Line">To print or export your department list:</p>
<ol>
<li class="p-Help-Steps" style="font-size: 9pt;">
<p class="Help-Steps">Display your department list and select those you want to include in the output:</p>
</li>
</ol>
<ul>
<li class="p-Help-Nested-List" style="list-style: disc;">
<p class="Help-Nested-List">If including all departments, you do not need to make a selection. Ensure the list filter is set to display <span class="hcp2">All Departments</span>.</p>
</li>
<li class="p-Help-Nested-List" style="list-style: disc;">
<p class="Help-Nested-List">To include a subset of your list, <a href="../qbpos_basic_procedures/basic262.htm">filter</a> the list first or select those you want included. <a href="../qbpos_basic_procedures/basic_list_multiselect.htm.htm">How do I select multiple departments?</a><img src="../image/yellow_up.gif" alt="Click to display a popup topic" title="Click to display a popup topic" style="border: none;" width="10" height="12" border="0"></p>
</li>
</ul>
<ol start="2">
<li class="p-Help-Steps">
<p class="Help-Steps">Select <font class="hcp1">Print departments <span class="hcp3">from the Print menu or</span> <span class="hcp2">Export to Excel</span> <span class="hcp3">from the I Want To menu</span></font>.</p>
</li>
<li class="p-Help-Steps">
<p class="Help-Steps">If printing, in the Print Departments dialog, select:</p>
<ul>
<li class="p-Help-Indent" style="list-style: disc; margin-left: -20px;">
<p class="Help-Indent"><span class="hcp2">Print all departments</span> to include all departments currently displayed in the list</p>
</li>
<li class="p-Help-Indent" style="list-style: disc; margin-left: -20px;">
<p class="Help-Indent"><span class="hcp2">Print selected departments</span> to include only the departments selected</p>
</li>
</ul>
</li>
</ol>
<p class="Help-Indent" style="margin-left: 67px;">A preview of the department list is displayed. Select <span class="hcp2">Print</span> to finish.</p>
<p class="Help-Indent">If exporting, follow the on-screen prompts. Select <span class="hcp2">Help</span> on the export dialogs for more information.</p>
<p class="Help-Text">&#160;</p>
<p class="Related-Topics">Related Topics</p>
<p class="Help-Text"><a href="../qbposimp/export_datawizard.htm">Export List Data</a></p>
</body>
</html>

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<title>dept_example</title>
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<body>
<script type="text/javascript" src="../ehlpdhtm.js" language="JavaScript1.2"></script>
<p class="Help-Heading-2">Example Department Structure</p>
<p class="Help-Text">This is a popup topic and has been hidden.</p>
<p class="Help-Text">This shoe store example uses a name and a two -character code to identify each merchandise department.</p>
<ul>
<li class="p-Help-Bulleted" style="margin-left: -20px;">
<p class="Help-Bulleted"><font class="hcp1">Department Name:</font> Use an easy to remember name that makes sense to you and your employees. This name is used when working with items, filters, and reports.</p>
</li>
<li class="p-Help-Bulleted" style="margin-left: -20px;">
<p class="Help-Bulleted"><font class="hcp1">Department Code</font>: An abbreviated format for your departments that is printed on price tags and in certain other areas where space is limited.</p>
</li>
<li class="hcp2">
<table cellspacing="0" width="402">
<tr class="hcp3">
<td style="width:31.34%;" class="hcp4">
<p class="Help-Text" style="text-align: right;"><font class="hcp1">Character 1</font><font class="hcp1">:</font></p>
</td>
<td style="width:68.66%;" class="hcp4">
<p class="Help-Text">The first character designates a major merchandise area. In our shoe store, one major merchandise area is <font class="hcp5">Men's Shoes</font>; designated by an M.</p>
</td>
</tr>
<tr class="hcp3">
<td style="width:31.34%;" class="hcp4">
<p class="Help-Text" style="text-align: right;"><font class="hcp1">Character 2</font><font class="hcp1">:</font></p>
</td>
<td style="width:68.66%;" class="hcp4">
<p class="Help-Text">The second character identifies a category within the major merchandise area. In our shoe store, the category of athletic shoes in the mens shoes area is designated by an A.</p>
</td>
</tr>
</table>
</li>
</ul>
<p class="Help-Text">In this example, the code for the department named "Men's Shoes Athletic" is <font class="hcp5">MA</font>.</p>
<p class="Help-Text">Our entire department structure looks like this:</p>
<ol>
<li class="hcp2">
<table cellspacing="0" width="252">
<tr class="hcp3">
<td style="width:64.29%;" bgcolor="#E6E6E6" class="hcp4">
<p class="Help-Text"><font class="hcp6">Department Name</font></p>
</td>
<td style="width:35.71%;" bgcolor="#E6E6E6" class="hcp4">
<p class="Help-Text"><font class="hcp6">Code</font></p>
</td>
</tr>
<tr class="hcp3">
<td style="width:64.29%;" class="hcp7">
<p class="Help-Text">Mens Shoes Athletic</p>
</td>
<td style="width:35.71%;" class="hcp7">
<p class="Help-Text">MA</p>
</td>
</tr>
<tr class="hcp3">
<td style="width:64.29%;" class="hcp7">
<p class="Help-Text">Mens Shoes Dress</p>
</td>
<td style="width:35.71%;" class="hcp7">
<p class="Help-Text">MD</p>
</td>
</tr>
<tr class="hcp3">
<td style="width:64.29%;" class="hcp7">
<p class="Help-Text">Mens Shoes Casual</p>
</td>
<td style="width:35.71%;" class="hcp7">
<p class="Help-Text">MC</p>
</td>
</tr>
<tr class="hcp3">
<td style="width:64.29%;" class="hcp7">
<p class="Help-Text">Womens Shoes Athletic</p>
</td>
<td style="width:35.71%;" class="hcp7">
<p class="Help-Text">WA</p>
</td>
</tr>
<tr class="hcp3">
<td style="width:64.29%;" class="hcp7">
<p class="Help-Text">Womens Shoes Dress</p>
</td>
<td style="width:35.71%;" class="hcp7">
<p class="Help-Text">WD</p>
</td>
</tr>
<tr class="hcp3">
<td style="width:64.29%;" class="hcp7">
<p class="Help-Text">Womens Shoes Casual</p>
</td>
<td style="width:35.71%;" class="hcp7">
<p class="Help-Text">WC</p>
</td>
</tr>
<tr class="hcp3">
<td style="width:64.29%;" class="hcp7">
<p class="Help-Text">Childrens Shoes</p>
</td>
<td style="width:35.71%;" class="hcp7">
<p class="Help-Text">CS</p>
</td>
</tr>
<tr class="hcp3">
<td style="width:64.29%;" class="hcp7">
<p class="Help-Text">Footwear Hosiery</p>
</td>
<td style="width:35.71%;" class="hcp7">
<p class="Help-Text">FH</p>
</td>
</tr>
<tr class="hcp3">
<td style="width:64.29%;" class="hcp7">
<p class="Help-Text">Footwear Accessories</p>
</td>
<td style="width:35.71%;" class="hcp7">
<p class="Help-Text">FA</p>
</td>
</tr>
</table>
</li>
</ol>
<p class="Help-Heading-2"><font class="hcp1">Notes:</font></p>
<ul>
<li class="p-Help-Bulleted" style="list-style: disc; margin-left: -20px;">
<p class="Help-Bulleted">If you want even more detailed departments, add a third letter to the code, e.g. "Mens Athletic Shoes Running" or <font class="hcp5">MAR</font>, etc.</p>
</li>
<li class="p-Help-Bulleted" style="list-style: disc; margin-left: -20px;">
<p class="Help-Bulleted">You dont have to use the same number of characters for every department code. For example, the "Childrens Shoes" department above could have a code of C.</p>
</li>
</ul>
<p class="Help-Text"><font class="hcp5">Click anywhere to close this window</font><font class="hcp5">.</font></p>
</body>
</html>

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<p class="Help-Heading-1">Merchandise Departments: How do I?</p>
<p class="Help-Text">This is a popup topic and has been hidden.</p>
<p class="Help-Main-Topic-Links"><a href="dept301.htm">View my department records</a></p>
<p class="Help-Main-Topic-Links"><a href="dept302.htm">Create a new department</a></p>
<p class="Help-Main-Topic-Links"><a href="dept309.htm">Use department pricing formulas</a></p>
<p class="Help-Main-Topic-Links"><a href="../qbpos_basic_procedures/navigation_find/basic_find_dept.htm">Find a department record</a></p>
<p class="Help-Main-Topic-Links"><a href="dept306.htm">Edit a department</a></p>
<p class="Help-Main-Topic-Links"><a href="dept308.htm">Delete a department</a></p>
<p class="Help-Main-Topic-Links"><a href="dept310.htm">Print my department list</a></p>
<p class="Help-Text" style="margin-top: 0; margin-bottom: 0;">&#160;</p>
<p class="Help-Text"><font class="hcp1">Click anywhere to close this window</font><font class="hcp1">.</font></p>
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<p class="Help-Heading-1">Department Markup Calculations</p>
<p class="Help-Text">popup; has been hidden</p>
<p class="Help-Text">While you can enter a <font class="hcp1">Markup %</font> to specify your desired profit margin, Point of Sale always uses the department <font class="hcp1">Margin %</font> value for its pricing calculations. When you enter a markup percentage, Point of Sale will round it, if necessary, so that the resulting margin value is a whole number (i.e. no decimal places).</p>
<p class="Help-Text"><font style="font-style: italic;">Example: You enter a markup percentage of 40 %. Point of Sale calculates the nearest corresponding margin (whole number) to be 29. It then calculates backwards from the 29 % margin and displays your markup as 41%.</font></p>
<p class="Help-Main-Topic-Links">&#160;</p>
<div style="width: 100%; position: relative;" id="footer">
<p>&#160;</p>
<p class="Help-Note" style="background-color: #f5f5f5;"> &#160;Additional online resources. Internet connection required.</p>
<p class="Help-Text"><a title="POS User Community Web Site - opens in new browser window" href="http://www.qbinproduct.com/community/help/pos" target="_blank">Point of Sale User Community</a> Connect with other Point of Sale users and experts to ask questions and share advice.</p>
<p class="Help-Text"><a title="POS Support Web Site - opens in a new browser window" href="http://www.quickbooks.com/support" target="_blank">Point of Sale Support Web Site</a> Search our Knowledge Base of frequently asked questions, learn about available updates, or research other support options.</p>
</div>
</body>
</html>

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<head>
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<title>Select Department</title>
<link rel="StyleSheet" href="../qbpos.css" type="text/css">
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<style title="hcp" type="text/css">
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<script type="text/javascript" src="../ehlpdhtm.js" language="JavaScript1.2"></script>
<p class="Help-Heading-1" style="background-color: #008000;">Select Department for Item Record</p>
<p class="Help-Text"><a href="dept302.htm">Add a Department</a> <font color="#C0C0C0" class="hcp1">|</font> <a href="deptsoverview.htm">Department Overview</a></p>
<p class="Help-Info-Line">To select and list a department on an item record:</p>
<ol>
<li class="p-Help-Steps" style="font-size: 9pt;">
<p class="Help-Steps">Use normal sort, search, or filter procedures to <a href="../qbpos_basic_procedures/navigation_find/basic_find_general.htm">locate</a> the department record.</p>
</li>
<li class="p-Help-Steps" style="font-size: 9pt;">
<p class="Help-Steps">Double-click the department or highlight the row and choose <font class="hcp1">Select</font> from the bottom toolbar.</p>
</li>
</ol>
<p class="Help-Bulleted" style="margin-left: 5.75pt;">While in your department list you have complete capabilities to add a new department or edit an existing one. After adding or editing a department record, choose <span style="font-weight: bold;">S</span><font class="hcp1">ave &amp; Select</font> to both save the department and return it to the item record with which you were working.</p>
<p class="Help-Text" style="margin-top: 0; margin-bottom: 0;">&#160;</p>
<p class="Related-Topics">Related Topics</p>
<p class="Help-Main-Topic-Links"><a href="dept_structure.htm">Plan your departments</a></p>
<p class="Help-Main-Topic-Links"><a href="dept306.htm">Edit a department</a></p>
</body>
</html>

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<title>Plan your Departments</title>
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<p class="Help-Heading-1" style="background-color: #008000;">Plan your Departments</p>
<p class="Help-Text"><a href="dept302.htm">Add a Department</a> <font style="font-weight: bold;" color="#C0C0C0">|</font> <a href="deptsoverview.htm">Department Overview</a></p>
<p class="Help-Text">&#160;</p>
<p class="Help-Text">The number of merchandise departments you use will depend on how you plan to evaluate sales performance and on your buying strategy. You can put all merchandise into a single department, but you may want to consider the benefits of setting up a more detailed department structure. Carefully planned departments allow you to view, edit, conduct physical counts, or run reports for selected groups of merchandise.</p>
<p class="Help-Info-Line">Consider the following when planning your departments:</p>
<ul>
<li class="p-Help-Bulleted" style="margin-left: -20px;">
<p class="Help-Bulleted">How do you want to break out sales, merchandise, and purchasing reports?</p>
</li>
<li class="p-Help-Bulleted" style="margin-left: -20px;">
<p class="Help-Bulleted">Do you want to be able to <a href="../qbpos_glossary_of_terms/glossarypage.htm#glossary_filters">filter</a> your item list for purposes of changing prices, printing price tags, or conducting <a href="../qbpos_glossary_of_terms/glossarypage.htm#glossary_PI">physical inventory</a> counts by merchandise categories?</p>
</li>
<li class="p-Help-Bulleted" style="margin-left: -20px;">
<p class="Help-Bulleted">Do you have categories of merchandise that are taxed differently or that you price differently than others?</p>
</li>
<li class="p-Help-Bulleted" style="margin-left: -20px;">
<p class="Help-Bulleted">Point of Sale can maintain a virtually unlimited number of departments; however too many departments can result in too much detail on reports, which makes it difficult to get useful, consolidated data. It is recommended that you define only as many departments as you need to effectively manage your merchandise purchasing and reporting.</p>
</li>
</ul>
<p class="Help-Heading-2">Department Codes</p>
<p class="Help-Text">While not required, department codes provide an efficient way to locate a department record and can be useful when you wish the item department to be included on price tags where space is limited. Department codes can be one to three alphanumeric characters of your choosing.</p>
<p class="Help-Text"><a href="javascript:void(0);" id="a1" onmouseover="if (parseInt(navigator.appVersion) >= 4 &amp;&amp; typeof(BSPSPopupOnMouseOver) == 'function') BSPSPopupOnMouseOver(event);" class="BSSCPopup" onclick="BSSCPopup('dept_example.htm');return false;">View an example department structure</a><img src="../image/yellow_up.gif" alt="Click to display a popup topic" title="Click to display a popup topic" style="border: none;" width="10" height="12" border="0"></p>
<p class="Help-Text" style="margin-top: 0; margin-bottom: 0;">&#160;</p>
<p class="Related-Topics">Related Topics</p>
<p class="Help-Main-Topic-Links"><a href="dept306.htm">Edit a department record</a></p>
<p class="Help-Main-Topic-Links"><a href="../qbpos_basic_procedures/navigation_find/basic_find_dept.htm">Find a department record</a></p>
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<p class="Help-Heading-1" style="background-color: #008000;">Departments Overview</p>
<p class="Help-Text"><a source="shell" href="dept_hdi.htm">How do I?</a><img src="../image/yellow_up.gif" alt="Click to display a popup topic" title="Click to display a popup topic" width="10" height="12" border="0" class="hcp1"> <font style="font-weight: bold;" color="#C0C0C0">|</font> <a href="dept_structure.htm">Plan Your Departments</a></p>
<p class="Help-Text">&#160;</p>
<p class="Help-Text">In most retail businesses, related merchandise is grouped into <font style="font-style: italic;">departments.</font> Establishing and using departments is a good way to monitor sales performance, manage inventory, and run meaningful reports, which will help you to make informed buying decisions. A well-designed department structure will also save you time and give you greater flexibility when conducting a physical inventory, changing prices, and printing tags.</p>
<p class="Help-Text">How many departments should you have? That depends on the level of detail you wish to see on reports and how you want to work with categories of items with tasks, such as changing prices or talking inventory. Use the <span style="font-weight: bold;">Plan Your Departments</span> link above for some ideas and guidance on this important decision.</p>
<p class="Help-Text">Each department must be identified by a unique department name. Departments can also be identified by a <a class="popupspot" href="JavaScript:hhctrl.TextPopup('One to three character code that identifies a department. This code is printed on tags and can be used to provide a narrower column in lists and on reports.','Arial,10',10,10,00000000,0xc0ffff)" style="color: #008000;">department code</a> which can be used to search for a department record and is printed on price tags. Each item added to your inventory then must be assigned to one of your departments. Department options, such as default tax codes and profit margin/markup are automatically suggested when you assign new items to a department in inventory. Assigning inventory items to departments allows Point of Sale to track and report on the merchandise in each department as it is ordered, received, and sold.</p>
<p class="Help-Text"><a href="javascript:void(0);" id="a1" onmouseover="if (parseInt(navigator.appVersion) >= 4 &amp;&amp; typeof(BSPSPopupOnMouseOver) == 'function') BSPSPopupOnMouseOver(event);" class="BSSCPopup" onclick="BSSCPopup('dept_example.htm');return false;">View an example department structure</a><img src="../image/yellow_up.gif" alt="Click to display a popup topic" title="Click to display a popup topic" width="10" height="12" border="0" class="hcp1"></p>
<p class="Help-Text">(Pro) Remote stores can view department records and use them to filter reports, but only Headquarters can add or edit departments.</p>
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<p class="Related-Topics">Related Topics</p>
<p class="Help-Main-Topic-Links"><a href="../qbpos_fields/fields01.htm">Department field descriptions</a></p>
<p class="Help-Main-Topic-Links"><a href="../qbpos_secadmin/secadmin01.htm#secadmin_midtopic_10">Security rights for departments</a></p>
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