Buyer: How to Set Up Business Units
Begin by clicking "Settings" then "Business Units" on the left-hand side menu.
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Here you will see your current Business Units, you can View, Edit, Disable, Delete, and Create New Sales Offices on this dashboard.
- The View action can be used to view the Business Unit details.
- The Disable action can disable the Business Unit, making it unavailable to the rest of the application.
- Both the create and edit pages enable filling out the Business Unit information.
Above the list of Business Units is a link to create a new Business Unit. Business Unit information can be edited using the Edit action.
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Fill out the Information to create your Business Unit. Items marked with an asterisk must be completed. Be sure to click save to save the Business Unit.
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