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Knowledge Based Articles

How to Setup Department(s) in the company?

In this section, departments are created for the users as per the company requirements e.g. human resource, sales, marketing etc. To learn how to create a new department, follow the below given steps.

For an instructional demonstration video click here.

1. Go to Full Menu > Configuration > Company Setup > Department
2. Click the 'Add' icon.
3. Fill in the required information.

4. Click ‘Save’ to create it.

To edit: Click on the department in listing and make the required changes.
To delete: 'Tick' mark the department in listing and remove it by clicking on 'Delete' icon.
To enable and disable department: In 'status' column, click on the 'Cross' icon to enable or 'Check' icon to disable the department.
To search the department: Type the name of the department in the search bar and click on 'Search' icon.