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How Do I Add A New Department/Category/Group?

This section explains how to add new department, category and group codes and then how to create a valid combination from these codes. It does not go to the subgroup level (which is optional). If you need to add subgroups, simply follow the same instructions as when you add a new group.

1

Select the Items task from the Main Menu.

2

Start the Dept/Cat/Groups option from the Items menu.

3

First of all check to see if the department already exists by scrolling through the codes in the Departments grid. If it does go to step 7.

4

Click the btnSmallNew.gif (1125 bytes) button above the Departments grid.

5

Enter a code to identify the department.

6

Press the tab key and enter a description for the department.

7

Check to see if the category already exists by scrolling through the codes in the Categories grid. If it does go to step 11.

8

Click the btnSmallNew.gif (1125 bytes) button above the Categories grid.

9

Enter a code to identify the category.

10

Press the tab key and enter a description for the category.

11

Check to see if the group already exists by scrolling through the codes in the Groups grid. If it does go to step 15.

12

Click the btnSmallNew.gif (1125 bytes) button above the Groups grid.

13

Enter a code to identify the group.

14

Press the tab key and enter a description for the group.

15

You have now entered the actual codes. You now need to set up the combination.

16

At the top of the tree on the left side of the form you see a 'SYSTEM' box. Click on it to highlight it or click the + symbol to expand the folder.

17

Scroll through the Departments grid to find the code you have just added.

18

Click down on the department code BUT DON'T RELEASE THE MOUSE BUTTON.

19

Drag the cursor across to the SYSTEM box. Once the cursor is on top of the box, release the mouse button. The department code should be added to the tree.

20

Scroll through the Categories grid to find the code you just added.

21

Click down on the category code BUT DON'T RELEASE THE MOUSE BUTTON.

22

Drag the cursor across to the department code you just added. Once the cursor is on top of the department code, release the mouse button. The category code should be added to the tree.

23

Scroll through the Groups grid to find the code you just added.

24

Click down on the group code BUT DON'T RELEASE THE MOUSE BUTTON.

25

Drag the cursor across to the category code you just added. Once the cursor is on top of the category code, release the mouse button. The group code should be added to the tree.

26

Click the Save button.

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