Prerequisites
Admin access is required.
Step-by-Step Instructions
Creating a New Department
Manually creating a Department:
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.
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:
Edit a Department
Find the department you wish to modify.
Click on the edit icon next to it.
Update the Department
Make the necessary changes.
Click on Update Department to save the changes.
FAQs and Troubleshooting
Why can't I delete a department?
Departments associated with existing documents (e.g., purchase orders or invoices) cannot be deleted.
What happens if I change a department name?
Changes will be reflected across all documents where the department is used.
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.
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.