Department Items - Creating a New Department Item


Step     Action

  1.      Select {Settings} and then select {Department Items} under Dockets. The

             page should open on the Search tab.

  2.      Select {New} under Search-Department Items. A New Department Item 

          page will open.

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  3.       Complete the Configuration fields.

Field
Description
Name
Enter Name of department item.
Group
Select a Group from the drop-down menu.
Department
Select the Department section from the drop-down you want the Department Item to show under.

Note: These options can be modified. (See General-Department Item Groups)
Online Name
Enter in the Online Name you want your customers to see, if you offer them different finishing options.
Lock To
Select a Lock To from the drop-down menu, if applicable.
Note: These options can be modified. (See Department Items-Lock To Formulas)
Supply
Select a Supply from the drop-down menu, if applicable.
Note: These options can be modified. (See Inventory-Supplies)
Taxable

Default set to Yes.

Indicates whether this item contributes to the taxable total when attached to an order item.

Discountable

Default set to Yes.

Indicates whether this item is discountable when attached to an order item.
Commissionable

Indicates whether this item contributes to the commissionable total when attached to an order item with a commission.

Default Timer Rate Select a Default Timer Rate from the drop-down menu, if applicable.
Description

Enter instructions on how you want this particular Department Item to work, or you can use this for a description on the invoice if you want it to show on a detailed invoice.

GL Revenue Account

Select an account option from the drop-down that you would like the price of the Press posted to.

Note: These options can be modified. (See Accounting-GL Revenue Account)


  4.      Select {Save}. The page will now show the name of the new department 

             item.

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  5.     Select X to close pop-up results window. 

 

             Note: The option to add additional department item information will be available 
          once the Configuration information has been saved and the edit department 
          page generated. (See Department Items-Production, Department Items-Cost 
          Per Piece, Department Items-Cost Per Hour, Department Items-Price Per 
          Piece, Department Items-Price Per Hour)