Reservations II support

Setting Up Department, Sub-Department

Setting Up Departments

1. On the Management Menu, click Inventory Management. The Inventory Management page appears.
2. Click the Edit link next to the Department drop-down list on the right hand side of the page. The Department Management page appears.
3. From the Department drop-down list, select a department to view or edit, or click the Add New button to add a new department.
4. Fill in the following fields:
   1. Department Name – Name of the department.
   2. Store – Select the store to be associated with the department. Select “All” to associate the department with all stores.
   3. GL Account – General Ledger code of the department.
   4. Cost of Goods GL Account – Cost-Of-Good-Sold General Ledger code of the department.
   5. Inventory GL Account – Inventory General Ledger code of the department.
   6. Points: Earn – Used in calculating Loyalty Points earned when items in this department are purchased. Value of 1 means 1 Loyalty Point is earned for every 1 dollar spent. Value of .01 means 1 point is earned for every 100 dollars spent.
   7. Points: Redeem – Used in determining the number of Loyalty Points needed to purchase an item in this department. Value of 100 means 100 Loyalty Points are needed to buy 1 dollar’s worth of items. Value of 10 means 10 points are required to buy 1 dollar’s worth of items.
   8. No Adjustments – Select this check box if adjustments are not allowed for items in this department.
   9. Merchant Account – Select from the drop-down list the credit card merchant account of the store. (Multiple Merchants only).
5. Click Save to save the new department or changes to an existing department.
6. Click Exit to close the page and return to the Inventory Management page.

Setting Up Sub-Departments

1. On the Management Menu, click Inventory Management. The Inventory Management page appears.
2. Click the Edit link next to the Sub-Department drop-down list on the right hand side of the page. The Sub-Department Management page appears.
3. From the Sub-Department drop-down list, select a department to view or edit, or click the Add New button to add a new department.
4. Fill in the following fields:
   1. Sub Department Name – Name of the sub-department.
   2. Department – Name of the department
   3. GL Account – General Ledger code of the sub-department.
   4. Cost of Goods GL Account – Cost-Of-Good-Sold General Ledger code of the sub-department.
   5. Inventory GL Account – Inventory General Ledger code of the sub-department.
   6. Points: Earn – Used in calculating Loyalty Points earned when items in this sub-department are purchased. Value of 1 means 1 Loyalty Point is earned for every 1 dollar spent. Value of .01 means 1 point is earned for every 100 dollars spent.
   7. Points: Redeem – Used in determining the number of Loyalty Points needed to purchase an item in this sub-department. Value of 100 means 100 Loyalty Points are needed to buy 1 dollar’s worth of items. Value of 10 means 10 points are required to buy 1 dollar’s worth of items.
   8. No Adjustments – Select this check box if adjustments are not allowed for items in this sub-department.
   9. Merchant Account – Select a merchant account, if applicable.
5. Click Save to save the new sub-department or changes to an existing department.
6. Click Exit to close the page and return to the Inventory Management page.

Setting Up Manufacturers

• There are 2 ways to access the Manufacturers Management page:
  • From the Inventory Management page
    • On the Management Menu, click Inventory. The Inventory Management page appears.
    • Click the Edit link next to the Manufacturer drop-down list on the right hand side of the page. The Manufacturers Management page appears.
  • From the Global Settings page
    • On the Management Menu, click Global Settings. The Global Settings page appears.
    • Scroll to the Inventory section and then click the Manufacturers link. The Manufacturers Management page appears.

1. From the Manufacturer drop-down list, select a manufacturer to view or edit, or click the Add New button to add a new manufacturer. To delete the manufacturer record, click Delete.
2. Fill in the following fields:
   1. Manufacturer Name – Name of the manufacturer.
   2. Active – Select check box to have manufacturer appear in the Inventory Management page.
3. Click Save to save the new manufacturer or changes to an existing manufacturer.
4. Click Exit to close the page and return to the Inventory Management or Global Settings page.

Setting Up Vendors

There are 2 ways to access the Vendor Management page:

• From the Inventory Management page
  • On the Management Menu, click Inventory. The Inventory Management page appears.
  • Click the Edit link next to the Vendor drop-down list on the right hand side of the page. The Vendor Management page appears.
• From the Global Settings page
  • On the Management Menu, click Global Settings. The Global Settings page appears.
  • Scroll to the Inventory section and then click the Vendors link. The Vendor Management page appears.

1. From the Vendor drop-down list, select a manufacturer to view or edit, or click the Add New button to add a new vendor.
2. Fill in the following fields:
   1. Vendor Name – Name of the vendor.
   2. Active – Select check box to have manufacturer appear in the Inventory Management page.
   3. Address – Street address of vendor.
   4. City, State/Province, Zip/Postal Code
   5. Contact Name – Name of contact person of the vendor.
   6. Phone – Telephone number of the vendor.
   7. Fax – Fax number of the vendor.
   8. Email – Email address of the vendor.
   9. Website – Website address of the vendor.
3. Click Save to save the new vendor or changes to an existing vendor.
4. Click Exit to close the page and return to the Inventory Management or Global Settings page.