Departments

To get to Departments, type department into the Convobar, or go to Meevo > Data > Departments.

Departments are a way to organize related services, products, and employees. Departments are used in the Overall/Department Goals and Employee Goals features, as well as in reporting.

Note: If you have Departments configured, Goals will only consider sales where the employee and Service and/or Product Category belong to the same department. Sales that do not match this criteria will not be included in displayed goals totals. 

How do I set up a department?

  1. Create departments in Central Office and assign them Service Categories and Product Categories.
  2. When a department is made available to a location, a location can then assign its employees to the Central Office-created departments. Locations cannot create a department, nor can they edit its assigned Service Categories and Product Categories.

Adding a department

  1. From the Departments search form, select Add New.
  2. Enter a Display Name for the department.
  1. Use the mover to select the Service Categories that belong in this department. 
  2. Use the mover to select the Product Categories that are associated with this department. 
  3. When finished, select Save.

Business Types in Central Office

Business Type: Select one if you configured Business Types. This determines the locations that will have access to this item once it is available.

Reminder: Business Types are a way to categorize locations that offer vastly different services. For example, a Med Spa location would be set to a different Business Type than, say, a hair salon. In this way, Business Types ensure that unrelated data does not appear at a location (such as a Men's Haircut service appearing in a MedSpa's services list). For the vast majority of businesses, Business Types are not necessary.

Make available to locations: Makes this item available to all locations of the selected Business Type. There is no option to exclude this item from a location. Once the item is made available to all locations and saved, the Make available option will not reappear. The only way to remove the item from locations is to delete the record in Central Office. 

Note: If you select a Business Type and make an item available to locations, then after saving, you cannot change from one Business Type to another. However, if All Business Types is an available option for this item, you can at any time change from a single Business Type to All Business Types.

Deleting or undeleting a department

Delete an item if it is no longer needed in any capacity, and you don't anticipate needing it in the future. Most deleted items can be undeleted, and the ones that can't display a warning before Meevo lets you fully delete.

When you delete a department:

  • The department is removed from existing Service Categories, Product Categories, and Employees.
  • It is no longer selectable from any Meevo forms or menus.
  • It does not appear in Meevo search results unless Deleted is selected from the Advanced menu.
  • It may still appear in Meevo reports depending on the report setup criteria.
  • If you deleted the item in Central Office, the item becomes deleted in associated locations as well.
  • Remember that only the owner (as determined by the Owned By field) of the item can delete or undelete it.

To delete or undelete:

Note: Deleting a department also removes its associations with Service Categories, Product Categories, and Employees. If later you choose to undelete, you will have to re-associate Service Categories, Product Categories, and Employees with this department.

  1. Locate and select the department.
  2. Select Delete or Undelete.
    1. If deleting, a confirmation message appears. Select Yes to complete the deletion.
    2. If undeleting, the form becomes active after you select Undelete. Select Save to finish undeleting.