Before you begin: This user guide details the steps for creating and managing Business Units. To learn more about Business Units, see the FAQs below.
How to Create a Business Unit
1] On the left side menu click Admin and then click Business Units.
2] The Users screen appears.
3] In the upper right, click the Add Business Unit (i.e., plus sign) icon.
4] The New Business Unit screen appears.
5] Enter a name for the business unit in the Name textbox.
6] Optionally enter your company's ID for the business unit in the External Business Unit ID textbox.
7] In the Type area, select either the Single Business Unit radio button or the Group of Business Units radio button.
8] If you choose Group of Business Units, you will have to select one or more members for the group from the Member Business Units dropdown menu.
9] If you change your mind and need to remove a Business Unit from the group, click the "x" to the right of the Business Unit name.
10] In The Status area, select either the Active or Inactive radio button.
11] To enable an inventory calendar, slide the control to the right.
12] To enable and in/out status board slide the control to the right.
13] To add branding assets for the business unit, click the Branding tab at the top. Otherwise, go to step 19.
14] if you already have existing business unit branding loaded, you can select it from the Use existing business unit branding dropdown menu on the right.
15] To upload a business unit logo, click the upload logo icon. NOTE: image must be of format PNG.
16] Navigate to the image on your local machine and click Open.
17] To upload a PowerPoint template, click the upload PowerPoint Template icon. NOTE: template must be of format POTX.
18] Navigate to the template on your local machine and click Open.
19] Click Save at the bottom of the page.
How to Import/Export Business Units
20] To export Business Units from TapClicks, navigate to the Business Units screen.
21] In the upper right, click the Download Business Units (i.e., down arrow) icon.
22] The Business Units, as a CSV file, can be found in the default download folder.
23] Navigate to the Business Units screen.
24] In the upper right, click the Upload Business Units (i.e., up arrow) icon.
25] Click Download CSV Guide to download the Business Units template you'll need for importing. The template will appear in your default download folder.
26] Fill in the CSV Guide with the Business Units you want to import.
27] Click Choose File.
28] Navigate to the file on your local machine and click Open.
29] Click Upload. The details of your CSV file will appear on the Business Units screen.
How to Edit/Delete Business Units
30] Navigate to the Business Units screen.
31] To locate the Business Unit to edit, either scroll through the list or enter the Business Unit name into the search box in the upper left (results appear automatically).
32] On the far right, click the Edit (i.e., pencil) icon.
33] The edit Business Unit screen appears (which is similar to the new Business Units screen).
34] Make the desired edits.
35] Click Save at the bottom of the screen.
36] Navigate to the Business Units screen.
37] To locate the Business Unit to delete, either scroll through the list or enter the Business Unit name into the search box in the upper left (results appear automatically).
38] On the far right, click the delete (i.e., trash can) icon.
|NOTE: You may find that some icons are grayed out. That means you cannot delete these Business Units for one of the following reasons:
39] When the confirm delete popup appears, click Ok.
What are Business Units and why do I need them?
Business Units are used when you require separate branding for groups of clients that are managed through the same TapClicks instance. For example, assume that a supermarket chain is using TapClicks to generate sales reports for their branches in New York, SF, and Boston. Each city has a separate Account Manager, and each branch has numerous customers and products to be included in the report. In such a case, the supermarket chain will be the parent brand but each Account Manager will use a separate Business Unit to generate city-specific reports.
Can I import/export Business Units?
Yes. TapClicks has an import/export feature for Business Units. This feature will help you when you need to import/export in bulk. Please note that you can use only CSV file format for importing/exporting Business Units.
Can a Business Unit Admin manage multiple Business Units?
Yes, a Business Unit Admin can manage multiple Business Units. The way you would go about doing this is to create a group of Business Units.
Can I deactivate a Business Unit and if so, how?
Yes, a Business Unit can be deactivated. You might want to deactivate a Business Unit that is no longer relevant.
A Business Unit cannot however be deactivated while clients, client groups, or users remain assigned to it. So, these entities must all be reassigned to another Business Unit or deactivated prior to deactivating the Business Unit.
You deactivate a Business Unit in the Status area of the Edit Business Unit screen. But, the status option is grayed out if you still have client groups, clients, or users associated with that Business Unit. Helper text under the question mark reminds you why the Business Unit cannot be deactivated. Once all the attached clients, client groups, and users have been correctly reassigned or deactivated, the status option becomes available and you can then choose the Inactive radio button to deactivate the Business Unit.
After it is made inactive, that business unit will no longer be available in the client assignment dropdown or other areas where Business Unit assignments are managed and in the Business Unit selector in Orders/Workflow.