A department is a unit of your company, such as Production, Quality Control, Stores, Accounts or HR. Departments let you organise costs, people and approvals by area.
When to use it
At setup, to list your company's departments. After that, add one whenever you create a new team.
Where to find it
Masters > Organization > Department.
The fields on this screen
| Field (on screen) | What to enter | Required |
|---|---|---|
| Department Name | Name of the department, such as Accounts or Production. | Yes |
| Branch | The branch this department sits in. Leave it blank for a company-wide department such as HR. | No |
| Department Ledger | Optional account for capturing the expenses of this department separately. | No |
Adding a record
- Open Masters > Organization > Department.
- Click Add / New.
- Enter the Department Name. Pick a Branch if the department belongs to one.
- Click Save.
Starter departments
Your demo company comes with these: Birgunj Plant: Production, Quality Control, Stores, Maintenance. Pokhara Sales Office: Sales & Marketing. Head Office: Accounts & Finance, Human Resources, Administration.
Tips and common mistakes
- Department names must be unique across the company. If the same function exists at two branches, add the branch to the name (for example "Stores - Plant").
- Leave Branch blank for departments that serve the whole company, like HR.