Accounting and Department Codes

Before you start adding Categories and Products, we recommend that you enter and establish all your Accounting and Department Codes first. That will give you the ability to select the corresponding Accounting and Department Codes while you create your new Categories, Sub-Categories, and Products.  

To Configure your Accounting Codes:

  1. Navigate to the correct screen by choosing from the menu Configure > Store.  

  2. Scroll to the bottom right of the screen to see this section with the Accounting Code header as shown below. Click the down arrow to expand each section, I've opened the Accounting Codes section. We have added the functionality of separating the accounting codes for each bank.


  1. First, we will add an Accounting Code. Enter the Code on the left and a Description on the right. Adding a Description makes it easy to identify the Code more quickly and is very useful when running reports or searching for orders. Here, we added a new code for Technology Middle School products. Click 'Add' when completed and click 'Save' at the bottom of the page or your changes will not be saved.

  1.  Click the arrow at the top right to expand or contract this window.

To Configure your Department Codes:

  1. Click the arrow at the top right to expand or contract the Departments window.

  1. Next, we will add a Department Code if you choose to use them on your store. Enter a Code and Description like for Spirit Wear which I am adding below. When entered, click the 'Add' button. Click 'Save' at the bottom of the page and you have successfully entered a new code.

  1. You can edit the Accounting and Department Codes as well. Click the blue 'Edit' button to the right of the Department or Accounting code you wish to edit.