diff --git a/docs/pbc/all/customer-relationship-management/202404.0/base-shop/manage-in-the-back-office/company-units/create-company-units.md b/docs/pbc/all/customer-relationship-management/202404.0/base-shop/manage-in-the-back-office/company-units/create-company-units.md new file mode 100644 index 00000000000..cdf1d52779c --- /dev/null +++ b/docs/pbc/all/customer-relationship-management/202404.0/base-shop/manage-in-the-back-office/company-units/create-company-units.md @@ -0,0 +1,55 @@ +--- +title: Create company units +description: Learn how to create company units in the Back Office. +last_updated: Mar 20, 2024 +template: back-office-user-guide-template +originalLink: https://documentation.spryker.com/2021080/docs/managing-company-units +originalArticleId: 6a9bb3d9-ef8f-444e-b5f7-7d6f964792c5 +redirect_from: + - /2021080/docs/managing-company-units + - /2021080/docs/en/managing-company-units + - /docs/managing-company-units + - /docs/en/managing-company-units + - /docs/scos/user/back-office-user-guides/202204.0/customer/company-account/managing-company-units.html + - /docs/scos/user/back-office-user-guides/202200.0/customer/company-account/managing-company-units.html + - /docs/scos/user/back-office-user-guides/202311.0/customer/company-account/managing-company-units.html + - /docs/scos/user/back-office-user-guides/202204.0/customer/company-units/create-company-units.html +related: + - title: Business Units overview + link: docs/scos/user/features/page.version/company-account-feature-overview/business-units-overview.html +--- + +This document describes how to create company units in the Back Office. + +## Prerequisites + +* [Create a company](/docs/pbc/all/customer-relationship-management/{{page.version}}/base-shop/manage-in-the-back-office/manage-companies.html). +* Review the [reference information](#reference-information-create-a-company-unit) before you start, or look up the necessary information as you go through the process. + +## Create a company unit + +1. Go to **Customers > Company Units**. +2. On the **Company Units** page, click **Create Company Business Unit**. +2. On the **Create Company Business Unit** page, select a **COMPANY**. +3. Optional: Select a **PARENT**. +4. Enter a **NAME**. +5. Optional: Enter an **IBAN**. +6. Optional: Enter a **BIC**. +7. Optional: Enter a **PHONE**. +8. Click **Save**. + This opens the **Company Units** page. The created company business unit is displayed in the list. + +## Reference information: Create a company unit + +| ATTRIBUTE | DESCRIPTION | +| --- | --- | +| COMPANY | A company to create the unit for. | +| PARENT | A parent unit for the unit you are creating. | +| NAME | Name. It will be displayed in the Back Office and on the Storefront. | +| IBAN | International Bank Account Number. | +| BIC | Bank Identifier Code. | +| PHONE | Phone of this unit. | + +## Next steps + +To add addresses to the company unit, see [Edit company units](/docs/pbc/all/customer-relationship-management/{{page.version}}/base-shop/manage-in-the-back-office/company-units/edit-company-units.html). diff --git a/docs/pbc/all/customer-relationship-management/202404.0/base-shop/manage-in-the-back-office/company-units/edit-company-units.md b/docs/pbc/all/customer-relationship-management/202404.0/base-shop/manage-in-the-back-office/company-units/edit-company-units.md new file mode 100644 index 00000000000..954d810a438 --- /dev/null +++ b/docs/pbc/all/customer-relationship-management/202404.0/base-shop/manage-in-the-back-office/company-units/edit-company-units.md @@ -0,0 +1,47 @@ +--- +title: Edit company units +description: Learn how to edit company units in the Back Office. +template: back-office-user-guide-template +last_updated: Mar 20, 2024 +redirect_from: +- /docs/scos/user/back-office-user-guides/202200.0/customer/company-account/managing-company-units.html +- /docs/scos/user/back-office-user-guides/202311.0/customer/company-account/managing-company-units.html +- /docs/scos/user/back-office-user-guides/202204.0/customer/company-units/edit-company-units.html +related: + - title: Business Units overview + link: docs/scos/user/features/page.version/company-account-feature-overview/business-units-overview.html +--- + +This document describes how to edit company units in the Back Office. You can add addresses to company units only when editing them. + + +## Prerequisites + +* Optional: [Create company unit addresses](/docs/pbc/all/customer-relationship-management/{{page.version}}/base-shop/manage-in-the-back-office/company-unit-addresses/create-company-unit-addresses.html). They will be needed to assign addresses to the company unit you are going to edit. +* Review the [reference information](#reference-information-edit-a-company-unit) before you start, or look up the necessary information as you go through the process. + + +## Edit a company unit + +1. Go to **Customers > Company Units**. +2. Next to the business unit you want to edit, click **Edit**. +3. Select a **PARENT**. +4. Enter a **NAME**. +5. Enter an **IBAN**. +6. Enter a **BIC**. +7. Enter a **PHONE**. +8. Enter and select **ADDRESSES**. +9. Click **Save**. + This opens the **Company Units** page with a success message displayed. + +## Reference information: Edit a company unit + +| ATTRIBUTE | DESCRIPTION | +| --- | --- | +| COMPANY | A company this unit belongs to. You can define the company only when [creating a unit](/docs/pbc/all/customer-relationship-management/{{page.version}}/base-shop/manage-in-the-back-office/company-units/create-company-units.html). | +| PARENT | A parent business unit of this unit. | +| NAME | Name. | +| IBAN | International Bank Account Number. | +|BIC| Bank Identifier Code. | +| PHONE | Phone of this unit. | +| ADDRESSES | Addresses of this unit. |