SETTING UP NEW DEPARTMENTS

SOLVED

I am trying to set up a new department  and even though the instructions in Help refer to gong to Setup/Settings/General Accounts/Departments I don't have the option for Departments under the General Accounts.  It's not grayed out - just not there. 

Where could I check if I am in Single user mode as some posts indicate  this could be the issue.  OR are there any other ideas how to resolve this?

Thanks very much

  • 0

    Hi Ninanamoru

    Since you do not see Departments there it tells me you are using Sage 50 Pro. Departments are only in Sage 50 Premium and Sage 50 Quantum.

    Jo Anne

  • 0 in reply to The Software Coach

    Thanks for that - I guess that would be it.

    Do you have any other suggestions what to use in Sage Pro to track invoices, accounts for our 2 locations separately but  which  I could pull reports for come YE etc.

    Many thanks

  • 0 in reply to ninanamoru

    Hi Ninanamoru,

    You may consider setting up the 2 locations as 2 different projects.  When you do purchase and sales, you can allocate expense and revenue to the 2 projects.

    When you need to know the revenue and expense of individual location (or project), you can go to Reports, Project, Income.

    Hope this helps

  • 0 in reply to Keith L

    As Keith suggested, you should set up Projects.  

    Even if you had an Edition of Sage 50 that had Departments available, you would need to use Projects if you both locations use common or shared:

    - products or services, or

    - Employees, or

    - customers, or

    - vendors.

    Think of Departments like how an auto dealer works - There could be separate New and Used vehicle departments, a Parts department, a Service department, and an Auto Body shop, maybe a building / lot maintenance department.

    The sales people don't sell parts (but do sell accessories) so you can divide everything along lines of different SKUs, Employees, Customer records, and Vendors.  

    Using Departments to keep track of separate business locations could work, but only the extent that the 4 ways of dividing departments automatically are possible.  If you can't divide up all 4, the report results will be mixed together, and might not be useful.

  • 0 in reply to RandyW

    Thank you for your help - I will give projects a try.

  • 0 in reply to ninanamoru
    verified answer

    Hi Minanamoru,

    If any suggestions provided in this thread is able to help you resolving your issue, would you please click the 'Yes' button to the question - 'Did this answer the question?'  The thread will be marked as answered, which will benefit other users who have the same issue.  Thanks a lot.