Department Items - Creating a New Department Item



Overview

Departments Items can be used to add additional charges to a job. They can be graphics, finishing, misc charges, etc. Items can be priced by time and/or piece, linked to supplies for depletions, and tracked with timers.


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.

  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 No.

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

Discountable

Default set to No.

This indicates whether this item is discountable when attached to an order item.
Commissionable
Default set to No.

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

Inventory Warning
Default set to No.

This indicates whether an inventory warning will be triggered if the department item supply is unavailable when trying to post the order.


Note: This field is only visible when a supply has been added to the department item.

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.

 

             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 )