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. 

Process: 
  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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