Admin > Settings > Create Business Unit
As part of your sign-up, you will create your first Business Unit. We think of these as separate companies or separate Business Units.
Example, you are a Care Home provider. You have the same divisions – house-keeping, kitchen, maintenance in each of your homes, but each home is different. In this instance, you might create a new Business Unit for each care home. This would be the same if you were a Pub or Restaurant group.
You create a new business unit in the tenancy Admin > Settings. You then create Divisions and Users accordingly.
As a rule of thumb, create one Business Unit per company in your accounts system. Read the Planning Guide
to under stand how Business Units work.
Once you create a Business Unit, Create the Divisions to go with it and then assign users to the Divisions.
- Create Business Unit
- Create Divisions
- Assign Users to Divisions
- Create Workflows
- Check all settings
You can copy suppliers & Products from one Business Unit to another but they are completely ring-fenced sections of Zahara.