Setting up your Business Unit

How to Add a New Business Unit

Step 1: Navigate to the Console

Click on the Settings button and select Business Unit.

You will see a list of your current business units. To add a new one, you must switch to the 2.0 Console.

Click on the Business Icon located on the sidebar.

Step 2: Create the New Unit

In the 2.0 Console Business Unit page, click the Plus (+) button to add a new unit.

Several business type options will appear; select the service that matches your business needs.

Once created, return to the 3.0 Console or use this link: Business Units Settings.

Step 3: Configure Your Business Unit

On the Business unit page, you can manage the following:

1. Three-Dot Menu: Click this to edit the Business Name, Logo, or Code, or to delete the unit.
2. Sales Order Types: Choose your preferred order type template.
3. PDF Invoice: Select the template used for digital invoices.
4. Receipt: Select the template for customer receipts.
5. Labels: Choose the template for items and packaging.

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Template Configuration Guides

Sales Order Types

Select the order types for your POS or Online Store. Note that templates must be created before they can be selected.

Guide: Configure Order Types

PDF Invoice

Choose the PDF template for invoices and receipts used in your store.

Guide: Configuring PDF Invoice Templates

Receipt

Select the receipt templates for POS and Online orders.

Guide: Configuring Receipt Templates

Labels

Choose the specific templates for Item Labels and Package Labels.

Guide: Configuring Label Templates