Retail Audit

    5. Creating business areas


    Meaning of the term

    Business areas reflect the organizational structure of the company. It is possible to draw an analogy between the system's business areas and the company's departments. For example, HR Department = HR business area, Logistics Department = Logistics business area. Business areas are used to define user permissions. To start working, add users to the existing "Operations" business area (created in the system by default).

    Initially, the system has 3 basic business areas. You can't delete them, but you can rename them as you like:

    1. 1001 Operations.Only a Region level user, who is in the "Operations" business area (new name is not important, the main thing is that this business area has the number 1001) will be considered a regional manager (director). Similar to the Division level user.
    2. 1002 Not defined. Users not related to the "Transactions" and "Store managers" business areas are added to this business area.
    3. 1003 Store managers. This is an automatic business area for the "Store managers" level users. As soon as a user is assigned the status of a "Store manager" in the system, he is automatically included into the "Store managers" business area. From now on, the tasks of the manager will be created based on the audit results of his store. In order to assign the status of a "Store Director" to a user, enter the sub-block of the "Users" menu, open the list of users, select the necessary user and check the"Store manager" item in the user card.

    If necessary, you can add additional business areas. For example (HR, Quality Control, Security Service). 

    For initial setup, add users to the existing "Operations" business area.

    Creation procedure

    Creation procedure is described in detail in the article:

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