Introduction to Business Unit

Welcome to the Introduction to Business Units guide. While a portfolio represents your overall business entity, a Business Unit is where one operating model is configured. In this section, we will explore how defining units allows you to customize sales order types, invoice templates, labels, catalog behavior, and workflow rules for each distinct line of business.

Inventory & Production Last reviewed 2026-06-25

What is a Business Unit?

A Business Unit is a sub-entity within your broader portfolio designed to manage a unique operating model. Each unit acts as the blueprint for how that line of business behaves, including:

Define Sales Order Types: Specify how orders are categorized for that line of business.
Customize Documentation: Assign specific PDF invoice templates and POS receipt formats tailored to the unit’s needs.
Manage Labels: Set up custom printing rules, such as “Multi-line item labels” or “Package labels,” which may differ from one service to another.
Control Catalog and Workflow Behavior: Decide which service options, price lists, forms, pipelines, and handover flows apply.

Why Setting Up Business Unit is Important?

Configuring your Business Units correctly is vital for several reasons:

Operational Precision: It ensures that a Laundry and Garment Care order does not use the same workflow or labeling logic as a Home Cleaning or Bag Repair order, preventing administrative errors.
Professionalism: By setting up specific PDF invoices and POS receipts for each unit, you provide customers with clear, relevant documentation that matches the service they purchased.
Automated Logistics: Setting up Labels (like the multi-line item labels seen in your system) allows for better tracking of physical items as they move through production and delivery.
Centralized Control: While each unit operates uniquely, having them set up in the Business Portfolios dashboard allows you to oversee all your different business ventures from a single “command center”.

Dry cleaning, wash-and-fold, ironing, stain treatment, and alterations are usually not separate business units by themselves. If they share the same laundry intake, pricing, production, receipt, and handover process, configure them inside the Laundry business unit as service options, catalog items, price-list rows, or workflow rules.