Create or Edit Departments & Vendors in Harbortouch Retail

Description: Organize and track your inventory items/SKUs with Departments & Vendors in the HT-Retail POS system. Review the functions to create, edit and maintain vendors and departments below. 

• Adding or Editing a Department
• Adding a New Vendor
• Modify an Existing Vendor
• Assigning Vendors and Departments

For information on creating or editing items to assign these to, visit the SKU Overview article.

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Adding or Editing a Department

To add or edit a department, log in to the POS system with manager credentials and select Setup from either the navigation bar along the top or from the home screen. Once there, select the Inventory Settings > Inventory tabs:

1. To add a new department:
   • Enter the New Department name.
   • Press the green Add button.
2. To edit an existing department:
   • Highlight the department from the list on the left.
   • Select either Rename or Delete to make the changes.

Important: A Department cannot be deleted if there are existing SKUs assigned. The SKUs would first have to be assigned to another department prior to being deleted.

Adding a New Vendor

1. To add a new vendor, log in to the POS system with manager credentials and select Vendors from either the navigation bar along the top or from the home screen.
2. Once on the Vendors screen, select the green Add New Vendor button in the top left of the screen.
3. This will open the Add New Vendor window. Enter at least the vendor name under the Identity section; however, it is recommended that you enter as much information as you have available.
   
4. When all applicable information has been entered, press Save Changes in the lower right of the window.

Modify an Existing Vendor

1. To modify an existing vendor, log in to the POS system with manager credentials and select Vendors from either the navigation bar along the top or from the home screen.
2. Select the vendor to modify from the list shown.
   
3. Once selected, the bottom of the screen will populate with all current vendor information. Make the necessary edits and select Save Changes to commit the modifications.

Important: A Vendor cannot be deleted if there are existing SKUs assigned. The SKUs would first have to be assigned to another vendor prior to being deleted.

Assigning Vendors and Departments

To assign a vendor or department to an existing SKU, log in to the POS system using manager credentials and select Inventory from either the navigation bar at the top or the home screen.

1. Select the SKU you wish to assign to.
2. In the bottom left, select the second box next to Vendor or Department.
3. Double-click the Vendor or Department from the list.

Repeat this process for each Vendor or Department. Once all are assigned, select Save in the lower right.

Important: A department or vendor must first be added to the system before assigning to a SKU.