The Business Unit function allows you to create multiple commercial identities under a single VAT number.
- If you have several shops in different locations, you can enter different data per Business Unit/shop such as address, phone number, logo etc.
- If you manage several brands in your business, you can give them different commercial names as long as they remain under one VAT number.
To access the administration of Business Units, click on the submenu "Business Units" in the Settings module. Here you can manage the list of Business Units or add a new Business Unit by clicking on Add.
1. Main entity
The main entity is made up of the data you enter in the general information of your company.
2. Standard settings
It is possible to set a default Business Unit for:
You can do this by clicking on the Users submenu in the Settings module. Then click on Dropdown in the list of users and choose the action "Edit". Here you can then define the Business Unit.
- Customer account level: select a customer account in the CRM and go to the "Financial" tab. Here you can also define the Business Unit.
3. Adjustments per documents
You can also adjust the Business Unit per document. You can do this by clicking on the grey bar "Settings" of the document. If you wish, you can now change the Business Unit.