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How to Manage Departments?

Learn how to add or modify departments in ProcureDesk. This guide ensures that changes reflect across all relevant documents.

Updated over 8 months ago

Prerequisites

  • Admin access is required.

Step-by-Step Instructions

Creating a New Department

Manually creating a Department:

  1. Navigate to Manage Departments

    • Ensure you are logged in with admin privileges.

    • Switch to 'Admin' and select Configuration from the left-side menu.

    • Click on Manage Departments.

  2. Add a New Department

    • Click on Add Department.

    • Enter the required department details.

      • Department code: A unique identifier (e.g., 001).

      • Department Name: The name displayed in the system.

    • Click on Create Department to save.

Creating Departments in Bulk:

You can import departments by filling out the CSV template and uploading it.

  • Select the option "Import From CSV".

  • Click on "Sample CSV" to download the template.

  • Fill in the template and proceed to upload the file.

Modifying an Existing Department:

  1. Edit a Department

    • Find the department you wish to modify.

    • Click on the edit icon next to it.

  2. Update the Department

    • Make the necessary changes.

    • Click on Update Department to save the changes.

FAQs and Troubleshooting

  1. Why can't I delete a department?

    • Departments associated with existing documents (e.g., purchase orders or invoices) cannot be deleted.

  2. What happens if I change a department name?

    • Changes will be reflected across all documents where the department is used.

  3. Can I change the department field label name?

    • Yes, you can change the department field label name.
      Follow these steps: Switch to Admin > Configurations > Company Settings > Purchase Order > Department Label.

  4. I don't see the "Add Department" button but I see Import. What is this for?

    • If you have integrated your ProcureDesk account with your ERP system, you can import departments directly to ProcureDesk.

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