Why are Users Not Required to Select a Department?

If you find that users are not being prompted to select a department despite your expectation, it is usually due to your system configuration or the specific access levels of that user.

There are two primary reasons why the department selection might not appear as a required step.

The Setting is Not Enabled in the Branch Profile

The most common reason is that the requirement hasn't been toggled on for your specific branch. Even if departments exist, they remain optional unless specified otherwise.

How to verify this:

  1. Navigate to Manage Branch from the top-right dropdown menu.
  1. Select Branch Profile.
  1. Look for the setting: "Users must select a department when adding items onto an order".
  1. Ensure this is checked and save your changes.

The User does not have access to any Department

If the setting above is enabled, but the user still isn't prompted to pick a department, it is because the user may not have access to any departments

If a user is not assigned to any departments, they will not be able to select any departments. This means that they will not see the department drop-down options, and will not be required to select a department. 

How to Check or Change User Department Access

If you want a user to have a choice (and therefore be forced to select), you must assign them to at least one additional department. You can do this in two ways:

Option A: Via the Users Menu

  1. Go to Manage Branch.
  1. Navigate to the Users section.
  1. Locate the user and click the Edit Access icon (second from the left in the Actions column).
  1. Here, you can see and check off which branches and departments the user can access.

Option B: Via the Departments Menu

  1. Go to Manage Branch.
  1. Navigate to Departments.
  1. Click the Edit (pencil) icon on the right side of the specific department.
  1. Scroll to the user list and check the boxes for the individuals you wish to add to this department.

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