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Manage and set department codes

If you need to set or manage existing department codes, you can do this with a few simple steps.

Written by Cristian Bolba

The department code can be set at 4 levels in Procure Wizard and work in a hierarchy the below outlines where and which supersedes each.

  • Department Level.

  • Mini Market Level.

  • Category Level - of which there are 3 levels to each product.

  • Product Level.

Each is superseded by the next, product level being the top and department being the bottom.

Manage department code within departments level

  1. Click the Admin Cogs icon along the top tool bar.

  2. Click Organisation Administration, then Sites.

  3. Edit the site, then click Departments tab.

  4. Edit the department and set or edit the existing Department Code.

  5. Click Save Settings at the bottom.

Manage department code within mini market level

The below settings work for the normal ordering portal:

  1. Click the Admin Cogs icon along the top tool bar.

  2. Click Mini Markets, then Manage Mini Markets.

  3. Edit the mini market, and stay on the Details tab.

  4. Open the sub header Account Codes and update or set Department Code.

  5. Scroll to the bottom and click Save Settings.

If the New Ordering Portal is used, the following setting needs to be turned on:

  1. Click the Admin Cogs icon along the top tool bar.

  2. Click Mini Markets, then Manage Mini Markets.

  3. Edit the mini market, and stay on the Details tab, scroll to Order placing

  4. Department required has to be ticked.

Manage department code at category level

📌 Note: This can also be done on mass by using the Import/Export tab to export the categories.

  1. Click the Admin Cogs icon along the top tool bar.

  2. Click Mini Markets, then Manage Mini Markets.

  3. Edit the mini market, then click the Categories tab.

  4. Locate the category and click on its Name.

  5. Set or update the Department Code and click Save Settings.

Manage department code at product level

📌 Note: This can also be done on mass by using the Import/Export tab to export the products.

  1. Click the Admin Cogs icon along the top tool bar.

  2. Click Mini Markets, then Manage Mini Markets.

  3. Edit the mini market, then click the Categories tab.

  4. Locate the category and click on its Name.

  5. Drill down to the 3rd level category and click on the Name of the category.

  6. Click the Products tab, update or set the Department Code.

  7. Click Save Settings.

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