If you have a large organisation with multiple business units that need to operate independently from one another, you can structure your AroFlo site to suit.
Structuring your site is not necessary if you only have a small team of people. Check your business structure before creating a new Business unit.
Add a business unit
To add a business unit:
In Site Admin, go to Business Units.
Locate the business unit you want to create a new business unit under.
Click Add Business Unit.
Complete the required fields as described in the table below.
Click Add Business Unit at the bottom of the screen.
If you do create additional Business Units you will need to ensure each Unit has the appropriate settings, Task Types, Work Types, etc., configured before you can use it effectively in your business. An easy way to do this is to use the Copy Existing Settings area at the bottom of the Add Business Unit screen.
Enter the name of the company or business unit.
The short name is a prefix used as a reference number for internal tasks. AroFlo generates this for you but you can change it.
Auto generate task ref numbers
Check this box if you want to auto generate task reference numbers.
Select an existing manager from the drop down list.
Phone, Fax, Mobile, Email address, Alternative email address
Enter contact details relating to the business unit. Note: An email address is required.
Used to record a company website URL.
Address, City, State, Postcode, Country
Select an existing address from the drop down list or enter a new address in the fields below.
Copy Existing Settings
To save time when setting up a new business unit, you can use the Copy Existing Settings feature at the bottom of the Add Business Unit screen.
Select the business unit you want to copy from and then select the components you want to copy. The table below explains each component.
Business Unit Settings
Click to view the list of settings that will be copied from the selected business unit to the new one.
Default Image Upload Resolution (Field)
Allow Invoice Payments in Field
Default Invoice Style
Allow Periodic Tasks to Generate on Weekends
Track Tasks With Priority Response Times
SOR List Price Levels
Automatically add New Items to Task
Allow 'Base Users' to view "All Tasks"
Default Quote Type
Prefill "Task Identification" with (select an option)
Allow 'Base' Users to view "Picklist"
Default Signature Type for Compliance Forms
Reported By / Contact Required
Allow Users to Manually Generate New Tasks
Default Task Note Filter
Scan Barcode App
Allow Bulk Invoicing
Show Task / Invoice Email or SMS details in Task Notes
Task Schedule Visibility (0 days means no restriction)
Allow Account Managers on Clients
Use Individual Calendar Resource Settings for this Business Unit
Next Due Date Calculation
Print / Email Defaults for credit notes, invoices, job sheets, purchase orders, quotes, supplier quotes, and risk templates.
Company / Reference Name for Individuals
Frequency Editable in Field [Manager]
Field Default Job Listings (Sets the default listing of all tasks in field)
Inventory movement linked to Users Business Unit
Automatically Generate New Tasks
Cust ON Required
Field Invoice Style
Default Document Upload Filter
Track Inventory on Sales Invoices
Verify line items before Purchase Order status can be changed
Email Note Filter
Allow Editing Assets in Field
Allow Sales Person to Task
Ticking this box will link the selected business unit's clients to the new business unit.
Note: No other settings are copied to the new business unit, such as business-unit-specific client rates or markups, or event messages.
Ticking this box will link the selected business unit's suppliers to the new business unit.
Note: No other settings are copied to the new business unit.
Ticking this box will link the selected business unit's inventory to the new business unit.
Note: Quantities and tracking centres are notcopied, but purchase and sales tax / account codes are.
Ticking this box will link the selected business unit's task types to the new business unit.
Note: It will notcopy checklists, labour charges, defaults, calendar colours, linked compliance forms, etc.
Ticking this box will link the selected business unit's overheads to the new business unit.
Ticking this box will link the source business unit's work types to the new business unit.
Edit business unit details
You can edit business unit settings to change company name, address and contact details or add a logo to the site and payment options used on invoice layouts.
Go to Site Administration > Business Units.
Make changes as required. Refer to the table below for descriptions of additional fields and settings.