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Business Unit Settings

Please learn about Business Units here.

While some configurations in Primaseller are Company-wide – we have configured some settings to be specific to each Business Unit – in case you have multiple diverse Business Units.

For each Business Unit, you can configure the following:

  • Business Unit Details: You can edit the BU details like Name, Logo, Contact details and addresses.
  • Facilities: Facilities belong to Business Units.
    • You can add a facility using the “Add new facility” button.
    • You can edit an existing facility. The facility details and facility layout can be edited.
  • Tax Configuration
    • Tax Classes
      • New tax classes can be added to this section.
      • You can edit or delete existing tax classes.
      • Tax Classes are used to set up various tax rates that need to be applied when a sale is made and an invoice is generated.
      • Each class specifies a tax name (which will be used on the invoices), a tax rate and whether the tax is to be calculated inclusive or exclusive of the price.
    • Tax Categories
      • You can add a new tax category in this section and assign a tax category code to each tax category.
      • You can also edit or delete existing tax categories.
      • Tax Categories are used when you have different tax rates depending on the type of products you sell.
      • Tax Category Code can also be the HSN code for some countries.
    • Tax Rules
      • You can create Tax Rules to assign a specific Tax Class to each tax Category
      • You can also create tax rules to assign a specific Tax Class to sales from a source or to a destination.
      • You can edit or delete existing tax rules.
    • Tax Application Logic
      • You can configure if tax is applied before discounts or after discounts.
      • You can also configure if order item prices are inclusive or exclusive of taxes.
    • Tax Rule Checker
      • You can check if a tax rule is applicable to a product or an item.
  • Shipping
    • You can add shippers, custom or integrated.
    • You can edit existing shippers.
  • Invoicing
    • Templates
      • You can create a new invoice templates.
      • You can edit templates and edit data that appear on invoices.
    • Sequence Numbers
      • You can configure invoice sequence numbers. Your invoices start from the configured number.
  • Payment Methods
    • You can add and edit payment methods here. These payment methods will be used on channels.
  • Templates
    • You can create and configure Bin labels, Shipment labels, Tote labels, and SKU labels in this section.
  • Advanced BU Settings
    • You can configure BU Specific Timezone, Language and Number Precision here.
Updated on May 9, 2020

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