How to create departmental reports

TABLE OF CONTENTS

• Video Guide
• Text Guide
  • Enable Departments
  • Create Department 
  • Create Report from Department

Video Guide

Text Guide

Enable Departments

1. In the Stock & Accounting module, click System in the top left, then System Options.

2. Select the General Settings tab.

3. Tick Enable Pilot Mode.

4. Save and Close.

Create Department 

1. Under the Reports tab, click Department Config.

2. Click Add.

3. Enter the Name of the department.

4. Select Data Source and Type.

Data Source: Can choose data source, Accounts is usually the simplest to work with.

Can Select the type depending on what department you are doing(e.g. Stock/Sales, Parts, or Service)

5. Add in all of the accounts you want to appear for the report.

Click into the Sales Acct Code field and then press the Drop down arrow to select the account

Then do the same for the COS acct code you want associate with that Account. 

6. Keep doing this for all associated Sale and Cost of Sale accounts, you can then select the Other Income Accounts, and Expense Accounts to add any additional accounts in the same manner.

7. If you want the report to be for only one branch you then need to select the branch in the dropdown for each account added. Note: The tick boxes for branch in the top section will currently not calculate correctly.

8. You may also set up the accounts to be allocated based on a percentage(e.g. Sales department is 70% of advertising), you can set this in the allocation % column.

9. Save the department when finished.

Create Report from Department

1. Under the Reports tab, select My Reports.

2. Add New Group if there isn't one already that you would like to put the report into.

3. Add Department Report for each department created.

4. Select which report you want to run and then choose the date range, then press Re-Run Report.

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