Create a New Business Unit

Create a New Business Unit

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. 

  1. Create Business Unit 
  2. Create Divisions 
  3. Assign Users to Divisions 
  4. Create Workflows
  5. Check all settings

You can copy suppliers & Products from one Business Unit to another but they are completely ring-fenced sections of Zahara. 

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