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Utilizing Item Departments

  • Last Updated: January 9, 2025

Merchants can use Departments for a higher level of insight into their business profitability.

  • Note: If you need assistance configuring these settings in Exatouch, reach out to our tech support team.

Departments are a type of custom variable in Exatouch that can be assigned to items and categories. They can be used to give merchants a higher level of insight into the profitability of their business, such as seeing revenue versus non-revenue sales, or the success of seasonal items.

Once Exatouch support activates Departments in the system, all items or categories must have a department assigned to them to sell them in the Register. Users can assign departments three separate ways:

  1. Per item
  2. By category
  3. In bulk

Create Departments in Custom Variables

Before assigning departments to items or categories, merchants must define types of departments in Custom Vars. For more information about variables, refer to Define Custom Variables.

    1. From Home, tap Settings > Preferences and then select the Custom Vars tab.
    2. Tap Add Line.
    3. Fill in the description and ID. Make sure to select a default department
    4. Tap Save.

    • Tip! Users can also update the custom department variables by tapping the gear icon next to any Department dropdown.


Assign Departments to Items

Users can update the department of individual items through the Tax & GL tab in Item Details.

    1. From Home, tap Items > Item Details.
    2. Select the Tax & GL tab.
    3. Select a Department from the dropdown.
    4. Tap Save.


Assign Departments to Categories

Users can update the department of existing categories by tapping the Department dropdown in Categories.

    1. From Home, tap Items > Categories.
    2. Select a Category from the list.
    3. Select a Department from the dropdown.
    4. Tap Save.

    • Tip! Repeat steps 2 through 4 to assign an item to a Subcategory.


Assign Departments in Bulk

Merchants can assign departments in bulk through the Modify All List Items button in Item List. For more information on this screen, refer to Modify Items in Bulk.

  1. From Home, tap Items > Item List.
  2. Tap the Advanced Items Search and select the category to be updated.
  3. Tap the Modify All List Items button.
  4. Tap the Department dropdown and select the appropriate department from the list. Example: Revenue, Non-revenue, or Seasonal.
  5. In the window that displays, tap Yes.
  6. Tap Save.


Define Departments Field in Excel Inventory Import

Merchants are now able to define departments within the Exatouch Retail Import spreadsheet for more accurate tracking.

Run a Departmental Sales Report

When merchants run transactions that include items and/or categories assigned to departments, the analytics for those reports can be found in Sales Report > Departmental Sales Report.

  1. From Home, tap Reports > Sales Report.
  2. Tap the Departmental Sales Report tile.

The Departmental Sales Report displays, which includes information for each department and category within the department.

For more information, refer to Sales Report Summaries.





  • Note: If you have any questions about menu building or any issues uploading files, please contact Product Success at product-success@electronicpayments.com.

Popular With

Grocery/C-StoreLiquorRetail

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Related Topics

  • Items Reports
  • Adding & Managing Items
  • Item Categories & Subcategories
  • Sales Reports
  • Reports
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