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Department

The Department section enables users to define and manage organisational units that oversee orders, styles, or costing processes. Departments are essential for structuring workflows, segmenting reporting, and assigning responsibility across teams.

Department

Each department represents a functional or business unit (e.g., Menswear, Footwear, Kidswear) and can be linked to costings, orders, or styles. These assignments help filter records, apply default settings, and generate department-level performance metrics.

The Department section allows you to create a consistent set of organisational units that can be assigned and tracked across order records, styles, and costings. These departments help ensure that responsibility is clearly defined and provide visibility into performance by business unit.

Department

Quick Check - Before You Start
  • You can edit Site Settings › Orders › Department
  • Align department names with finance and HR reporting structures
  • Prefer Disable for reorganisations where historical orders must keep their old department label

Managing Departments

Add Department

  1. Click the Add New button at the top left.
  2. Enter the department name and any required metadata.
  3. Click Save to add the department.

Add Department

Edit Department

  1. Click the pen icon next to the department you'd like to modify.
  2. Make the required updates to the department name or associated settings.
  3. Click Save to apply the changes.

Edit Department

Delete Department

Common Pitfall

Deleting departments can break filters and attribution on existing orders. Disable when you need to retire a unit but preserve history.

  • Single delete: Click the trashcan icon next to a department and confirm the deletion.

Single Delete Department

  • Bulk delete: Use checkboxes to select multiple departments, then confirm deletion.

Bulk Delete Department

Other Actions

  • Filter – View departments by Status (Enabled or Disabled). Filter
  • History – Export a detailed log of department changes and version history for auditing purposes. History
  • Export – Download the complete list of departments in .xlsx format. Export

Other Actions

Table Flexibility

Users can tailor the table layout using the following controls:

Feature Description
Sort by Ascending or Descending Reorder departments alphabetically or by creation date.
Pin Column Lock important columns in place while scrolling.
Autosize This Column Automatically resize the specific column to fit its content.
Autosize All Columns Applies autosizing on all columns.
Choose Columns Show or hide individual table columns.
Reset Columns Return the table to the default configuration.

Customisable Table

Tips
  • Use consistent naming conventions to align with company reporting structures and make departments easy to filter across order records.
  • Disable unused departments instead of deleting them to retain historical context and maintain audit trails.
  • Export department history to support audits or organisational reviews.
  • Regularly review department lists to ensure they align with current organisational structure and business objectives.
  • Document department purposes and responsibilities to help team members understand reporting lines.
  • Use consistent terminology across departments to improve searchability and reporting accuracy.

Troubleshooting

Why is a department missing when I assign orders?

It may be Disabled or spelled differently from finance’s expectation.

Steps to resolve:

  1. Open Site Settings › Orders › Department
  2. Use Filter to show Disabled rows and enable or rename as approved
Why do dashboards split the same team across two departments?

Duplicate names or abbreviations behave as separate values.

Steps to resolve:

  1. Export the list and consolidate naming with leadership
  2. Disable duplicates after migrating records
How do I audit department changes?

Steps to resolve:

  1. Download History when available
  2. Save Export files before reorganisations