The Department Listing Report is used to display a list of all Departments and Categories and some basic information about them.
Generating the Report
- On the top menu bar of Retailer, click on Reports -> Stock Reports -> Department Listing.
Reading the Report
The Department Listing has several columns with different details about each department.
From here you can see the following:
- Department - The name of the department
- % Markup - The markup percentage that is set against the department
- Allow Discount - Whether discounts are allowed by default for items added to that department.
- Upper Limit - Maximum price allowed for sales in that department, designed to stop large amounts being entered accidentally for department sales. (where a price is entered when selling the item)
- Lower Limit - Minimum price allowed for sales in that department, designed to stop small amounts being entered accidentally for department sales. (where a price is entered when selling the item)
- Payout Department - If the department is a Payout Department, i.e allows negative sales.
- Tax Group - What tax group items default to when added in this department, i.e GST or No GST
If you have the Accounting link module turned on, you will also see the following:
- Income Account No - The account number for sales that this department links to in your accounting software.
- Purchase Account No - The account number for purchases that this department links to in your accounting software.
Listing Categories
Click a Department to show Categories for that Department
Click Print, a prompt will appear List all categories for each department?
Exporting the Report
You can export the report to either a PDF document or Excel spreadsheet by using the Preview button and following the below steps:
- PDF - Click on the red PDF button at the top of the report and choose your save destination.
- Excel spreadsheet - Click on the Print button at the top left. Tick 'Print to File' and select 'Xlsx Data File'. Click on the three dots button [...] to choose your save destination. Click OK to save the file.