How do I add or edit a department?

Departments help you organize your inventory and set rules like taxes or age restrictions. Use this guide to quickly add a new department or make changes to an existing one in XSiteIO or XSite Classic.

VIDEO TUTORIAL

Add a Department in XSiteIO

1. Go to Price Book → hover over Items → click Departments.
2. Click the ‘+’ icon in the top left to add a department.
3. In the Id column, enter a number not already used by another department.
4. In the Name column, type the full department name.
5. Enter a Short Name (e.g., use “BOTDEP” for “Bottle Deposit”).
6. Add a Host Product Code (HPC) if needed.
7. Click the white ‘Add’ button to save.

Edit a Department in XSiteIO

1. Go to Price Book → Items → Departments.
2. Find the department you want to change. Use the search bar or click on it directly.
3. Update any details on the department page.
4. For specific configurations such as age restrictions or tax overrides, click on ‘Additional Options’.
5. Use the toggles next to ‘Sales Restriction’ or ‘Taxes’ to activate these features. A green toggle indicates that the feature is enabled.
6. Click the green ‘Save’ button at the top right.

Add a Department in XSite Classic

1. Go to Price Book → click Departments.
2. Click the ‘+’ icon in the top left.
3. Enter a unique Department Id.
4. Type the full Department Name and Short Name.
5. Add a Host Product Code (HPC) and GL Code if needed.
6. Click the blue ‘Add’ button on the right to save.

Edit a Department in XSite Classic

1. Go to Price Book → click Departments.
2. Click on a department or use the search bar to find it.
3. Make your updates on the department page.
4. Edits can include an age restriction or tax item override.
5. To activate these settings, toggle the switch next to ‘Sales Restriction’ or ‘Taxes’.
6. When the toggle is green, the feature is active and ready for configuration.
7. Save your edits by clicking the blue ‘Save’ button in the top right corner.

Sales Restrictions & Tax Setup

• Turn ON Sales Restriction and choose the age limit (e.g., 19+).
• For taxes, choose TAX 1, TAX 2, or both.
• These settings apply to every item in the department.
• Contact XSite Support if your local tax setup needs custom configuration.