RB User Guide > Entities > Business Units

Entering general BU information

Enter business unit location and contact information.

Continued from Setting up business units or Updating business units.

1. In the General pane of an Edit BU window, enter text or make selections:

   • *BU Name

     Required. Name is required, but does not have to be unique.

   • *BU ID

     Required. Unique ID is required, maximum 10 characters. See Best Practices: Business Unit ID.

   • Address

     Street address only. City, state, zip code and country have their own fields/drop-downs.

     After entering the full address, you can view the location and get directions by clicking  and selecting a map from the drop-down.

   • Directions

     Any instructions entered here will appear in the Directions field of a Job window in the Calendar if the job will be at the business unit’s office.

   • City/State/Country/Zip

     You do not need to enter the city, state or country. Enter the postal code (zip code) in Zip, then click the field’s . RB will automatically populate the other address fields.

   • Phone

     Business unit’s main phone number

   • Fax

     If the business unit has a fax number.

2. Click Save.

Reference

• Best Practices: Business Unit ID

Step-by-step instructions

• Setting up business units
• Updating business units