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Create and Manage Departments

Creating New Departments

  • This document covers a step-by-step guide to configuring a new, or editing an existing, department in the Basket point of sale system. This will require admin access to complete. If you do not not have the correct permissions please reach out to your IT administrator for assistance.
  • Using the navigation drop-down menu, on the upper left hand corner of the screen, select Admin > Departments.

The empty form on the left half of the screen is for creating a new department. Fill out each entry accordingly.

Tip! Sub departments can be created for reporting purposes. Departments created as sub departments will have their sales and purchases summed into parent departments.

EXAMPLE: The bakery department in your store has a retail bakery department that sells prepackaged baked goods on shelves, a service department that makes custom cakes when ordered, and a coffee bar that sells fresh cups of espresso. Each is tracked separately, but they all belong to the bakery department. The service and retail bakery departments would be sub to the bakery department, and the espresso shop would be a sub sub under the service bakery department. 

  • Fill out the form accordingly.
  • Department Name: The name of the department can be whatever you want, though, it is advised to keep a consistent, detailed, and efficient naming convention across all stores.
  • Labor Department: This ties the department to a labor number for tracking labor costs. This option is only needed if you are using a 3rd party labor tracking system.
  • Department Number: This number acts as the system ID which sales and other reporting functions are tied to.

Tip! If a department changes names, the name can be changed in the system, but the department number stays the same, since it is used for reporting.

  • Purchasing Options: These 3 options allow you to track purchases for this department alone, the department and its sub departments, or not track purchases at all.
  • Projections Check-boxes: Checking the sales or labor projection boxes will turn on projection tracking for that department. (See section on Projection Tracking for more info.)

Once a department has been successfully created and appears on the right hand side of the screen, you can edit or delete it using the respective icons to the right of the department’s name.

Alert! It is not advised to delete a department, even if it closes, because it will delete all of the sales info tied to that store. The delete function should only be used if a mistake is made during the initial set-up process.

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