How do I add or edit a sub department?

Subdepartments help you group similar items within a department—like different pack sizes of cigarettes. Use this guide to add or edit subdepartments in either XSiteIO or XSite Classic.

VIDEO TUTORIAL

Add a Subdepartment in XSiteIO

1. Go to Price Book → hover over Items → click Subdepartments.
2. Click the ‘+’ button in the top left corner.
3. In the first blank field, type a unique subdepartment number (e.g., use 20-1 if it belongs to Department 20).
4. Type a subdepartment name in the next field.
5. Select the parent department from the dropdown list.
6. (Optional) Add a GL Code if needed.
7. Click the white ‘Add’ button to save.

Edit a Subdepartment in XSiteIO

1. Go to Price Book → Items → Subdepartments.
2. Click the subdepartment you want to edit, or use the search bar to find it by ID or Name.
3. Make your changes on the edit page.
4. Click ‘Save & Close’ to confirm your edits.

Add a Subdepartment in XSite Classic

1. Go to Price Book → click Sub-Departments.
2. Click the ‘+’ button in the top left corner.
3. Enter a unique subdepartment number (e.g., 20-1 for Department 20).
4. Enter a subdepartment name in the next field.
5. Select the parent department from the dropdown list.
6. (Optional) Enter a GL Code.
7. Click the blue ‘Add’ button to save.

Edit a Subdepartment in XSite Classic

1. Go to Price Book → click Sub-Departments.
2. Click the subdepartment you want to update, or use the search bar to find it.
3. Make the necessary changes.
4. Click the blue ‘Save’ button to confirm your edits.