Documentation for ProTrack Warehouse 2014.1.

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A Business Unit can be used to segregate different parts of a company and group regions as one unit. These Business Units can be used to filter data within the dashboard.

To access the Business Unit screen:

  1. Log in to ProTrack Warehouse.
  2. Select Business Unit under the Configuration menu. The Business Unit screen appears.


    Fig.1 Business Unit

    TabDescription
    Business UnitDisplays the details of the business unit.
    Assign RegionSelect and displays the regions assigned to the business unit.

    Table 1. Business Unit Tab Descriptions

    FieldDescription
    Business UnitType the business unit name to be displayed on the dashboard components.
    Business Unit IDType the business unit ID, which is alphanumeric. Must be unique.

    Table 2. Business Unit Field Descriptions

Adding Business Unit
  1. Type the business unit name and ID.
  2. Click the 'Assign Region' tab.


    Fig.2 Business Unit - Assigning Region

  3. Click 'Select Region' and a popup screen will appear.


    Fig.3 Business Unit - Selecting Region

  4. Select the check box(s) of each region and click .
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