A new program Department Maintenance, has been added to BBS Accounting that allows users to assign departments to sales reps and product groups. This is useful for businesses that run several distinctly separate departments within their organisation out of a single warehouse. Departments can be defined based on a set of sales reps (so all sales processed by staff within a department are attributed to that department) or on a set of product groups (so all sales for a set of products is attributed to a department).

 

As such:

1.A sales rep can be assigned a department, and sales made under this sales rep code will be allocated the ‘Sales Department’ on the rep code for reporting purposes

2.A product group can be assigned a department, and all sales made for the product group will be allocated the ‘Product Department’ on the product group for reporting purposes.

 

A sales department may be different to a product department on the same sale and as such both fields are reported on separately – for example, sales departments of New Business, Customer Service, B2C etc could be used if sales teams are structured that way, and product departments of Stationery, Managed Print, Custom Print, Workwear etc could be set up in those departments run separately. In this example, users would be able to report on sales department B2C and product department Stationery to see B2C stationery sales.

 

To create departments, please refer to Department Maintenance for more information.

To assign a department to a sales rep, please refer to Sales Rep Maintenance for more information.

To assign a department to a product group, please refer to Product Group Maintenance for more information.