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How To Create Departments

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Using departments is a good idea.

BACKUP
You should make a backup before proceeding.
No one else should be using PFW, or at least not attempting to create inventory or make sales.

SYSTEM SETUP
1) Go to File: System: System Setup
2) Choose Inventory on the left side
3) Choose Use Departments on the right side
4) Choose OK [F10] to save changes

CREATING DEPARTMENTS
1) Go to Utilities: Departments
2) Choose ADD Department
3) Fill in...
Department Code = an abbreviation of the department name
Description = the name of the department
Auto SKU = (optional)
4) Choose OK

ASSIGNING CATEGORIES TO A DEPARTMENT
1) Highlight the newly added department
2) Choose Assign Category [F2] button to the right
3) This opens the category list.
--- If the category you want does not exist, choose Add Category and create one.
4) Highlight the desired category and choose Select in the lower left

PFW UPDATES
By selecting a category for a department, PFW will ask if you want to update and change sales history to reflect the new department / category assignment. Answer Yes. This may take some time if you have had a lot of invoice sales of the inventory assigned to the category.


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