Business Units

Overview:

Business Units enable a chain with multiple Sites to group those Sites into common groups (business units) to identify that the group uses a different accounting system or a different chart of accounts. 

An example of a Business Unit is a Company that has franchisee groups that are setting up their Sites in the same COGS-Well system database. The franchisee group can be identified as a unique Business Unit. Another example is a company that wants to group its Sites by geography (ex. regions or districts) and can use Business Units to identify each geography and assign the Sites accordingly. 

Things to know!

• The Setup function for Business Units will only be available to System Administrators.
• COGS-Well Support normally sets up Business Units for you.
• Business Units do not need to be defined.  This feature is only for special cases where you wish to isolate a unique accounting system or provide an additional grouping for specific Sites that have common or uncommon attributes to other Sites. 
• To run reports for Business Units, you should log in to the desired Business Unit from the Company/Site drop-down menu. 

Business Units:

To access Business Units, use the Sidebar to navigate to the Manage Company menu option and then select this feature. If you have previously set up Business Units, they will display in a "Find Grid" as shown below:

Add: Click the blue "+ Add" button to add a new Business Unit.

Edit/Delete: Click the Edit or Delete button to the right on the row of the Item that you wish to edit or delete.

Business Units:

In the example below, we have selected to add a new Business Unit:

Business Unit Name: Select a name that will enable you to easily recognize the business unit. 

Address, Phone Numbers, and Email: Enter or modify these fields to reflect your business unit. 

Active: You can make a Business Unit inactive, without deleting it permanently, by removing the checkmark in this box.  To reactivate it, put the checkmark back.  

Accounting System Type: The drop-down in this field brings up the Accounting System(s) you can interface with.  Select the appropriate accounting system.

Save, Delete, and Exit

At the bottom of the screen are the Save, Delete, and Exit buttons.

Save - Saves the entry or entries without exiting.

Delete - Deletes the Business Unit. You will be asked, "Are you sure"?

Exit -  Exits without saving any new entries or edits.