Synergetic Financial Configuration - Business Units tab

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Last updated: Sept 10, 2021 by Richard Kennedy (Unlicensed)

Use the Business Units tab to set up your business units before using the Sales system or creating a purchase orders. Business units are normally stock locations.
The Business Units tab consists of the following sub-tabs:

Business units are used to separate purchase orders, items, sales and assets from other business units in your organisation's sales entry points. For example, you can have a sales system set up for the book room from which students can purchase books, stationery and some other items. The items that you are selling are set up in Item Maintenance.
There are several separately licensed products within Synergetic that you can elect to purchase to better manage your business units. These include:

  • Support for business unit management.
  • Support for advanced point of sale functionality.
  • Inventory control.
  • Consignment stock sales.

Please Contact Synergetic Management Systems if you would like more information about any of these products.

 Opening the Business Units tab

To open the Business Units tab:

  1. Select Module > System > Finance Configuration Maintenance from the main menu.
    The General tab of the Synergetic Financial Configuration window is displayed.
  2. Click the Business Units tab.
    The Business Units tab of the Synergetic Financial Configuration window is displayed.
    Tip: You can also open the Business Units tab by selecting System > Business Unit Maintenance from the main menu.
    Note: The General sub-tab is displayed. You can also select each of the sub-tabs within the Business Units tab.


Synergetic Financial Configuration - Business Units - General sub-tab key fields and buttons
Fields

Field

Description

Code

Code for the business unit. For example, Uniform and Bookshop.

Note: You can use full stops in business unit codes.

Sale Prices Include Tax

Select if item prices are tax inclusive.

Buttons

Button

Description

Add a new business unit.

Delete the business unit.

Launch the Business Unit Users window to maintain users for the selected business unit. See Business Unit Users window.