Business units
Set up business units
Add your divisions, such as Screen printing, Embroidery or Promotional products, as business units.
Add a unit for each division you want to report on or brand on its own. Owners and admins only.
Open Business units
Go to Settings → Business units.
Add a unit
Click Add your first unit (or Add unit once you have one).
The Add business unit dialog
Screenshot coming soon
Fill in the details
- Name: what your team calls it, such as "Screen printing". Each name is used once.
- Kind of work: pick a suggestion (Screen printing, Embroidery, DTG / DTF, Promotional products, Signs and banners, Online stores, Other) or type your own.
- Branch: the location it belongs to, or No branch. See Add branches.
- Active: on for a unit you use now.
Add branding, tax and accounting (optional)
The same dialog has Branding, Tax and Accounting. Leave them blank to use the business's own. See Branding and tax per unit and Map units to accounting.
Save
Click Add unit. Repeat for each division.
To change a unit later, open its Actions menu and click Edit, then Save changes.
Start with the divisions you already split in your bookkeeping. You can add more later; up to 100 units per business.