Handling "Unassigned" Categories - Powered By Kayako SupportSuite

Sep 09 2010

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	Handling "Unassigned" Categories

Solution QUESTION - Sales By Department is Wrong In looking at the sales summary, department sales, there is a category named "unassigned" we do not have any unassigned items, but it is showing to have the greatest amount of sales in it for the day. We are guessing that it shows the total sold for the entire day. Please advise us what this should be telling us.

RESPONSE
Every category should be assigned to a specific department. The title "UNASSIGNED" means that the categories are not properly linked to a Named Department. This can be corrected.

1) go to Maintenance: Departments
2) highlight a category below the title "UNASSIGNED"
3) Choose the button "Re-Assign Category [F5]" at the right
4) On the left, choose the department you would like the category to be linked to.
5) On the right, activate "Re-assign Invoice History to Match the New Department/Category"
6) Choose Process [F10]

7) repeat steps 2 through 6 for each unlinked category.
Once you have properly linked categories, then go to Maintenance: Data Utilities Choose Verify Data. Activate INVOICES ONLY (or BOTH) Choose Full Verify Choose "Sync Department/Category Names" Choose Process [F10] Note: this could take a long time depending upon how much invoice history you have. You should plan to run this process when no one else is running PRM. Be sure to log everyone else out of the program.

Article Details

Article ID:

465

Created On:

Nov 25 2009 11:05 AM