Maintaining your company hierarchy

The Company Hierarchy window shows the stores that are currently set up, along with the warehouses set up in Sage 200 Accounts.

Click + to expand the structure. Click - to collapse the hierarchy structure.

You can change the structure in the hierarchy by dragging and dropping the Region, Area, Warehouse, or Store to another location. Any items attached to the parent item is also relocated.

You cannot move:

• An Area below another Store.
• A Store or Warehouse below another Store or Warehouse.

The amended structure appears in the following sections:

• Sales Enquiry.
• Stock Enquiry.

Open: Retail > Company > Company Hierarchy.

1. Select the region and click Add (or Edit if it is an existing region).

   The Add Region (or Edit Region) window appears.

2. Enter or amend the Region name and company details.
3. Click OK to save the details.

You can only delete a branch from the hierarchy if there are no defined areas in use in the selected region.

1. Select the branch from the hierarchy.
2. Click Delete.

The branch record is removed.