Profit Centers

A profit center represents the sales of a specific business type within your business-at-large. For example, you may have an automotive service, a repair business, and a body shop in the same facility–all of which are part of the same company. Since these are all distinctly identifiable businesses, it's likely that you want to track the sales for each of the them separately. After defining each of the Master Profit Centers, you can organize each of them further by service category.

 

It's important to be careful in the initial setup of any profit center to ensure that business results are organized such that they will be meaningful to the user. The impact of this setup will propagate throughout the program, and the setup also forms the basic structure for reporting.

 

Watch the following video as a supplement to reading this article:

 

Profit Centers

 

In this article, you'll find explanations for managing, adding, editing, deleting, and changing the display order of profit centers.

 

Accessing Profit Centers

To manage profit centers, do the following:

  1. Click on the Setup button in the ribbon.

  2. In the left window pane, locate Location Setup > Sales Departments.

  3. Click on Profit Centers item to display a listing of profit centers in the right panel.

 

 

Change the Display Order for Profit Centers

  1. Access the Profit Centers feature as given in the instructions above.

  2. To change the list order, click on a profit center and drag it to the position in the listing that you need it to be.

  3. Click the Save button in the ribbon.

 

NOTE: This impact will flow throughout the program wherever the profit centre list is displayed.

 

Add a Profit Center

  1. Access the Profit Centers feature as given in the instructions above.

  2. Click the Add command button in the ribbon.

  3. Enter the Name of the new profit center in the popup window.

  4. Click OK to commit your changes and close the popup window.

Edit a Profit Center

  1. Access the Profit Centers feature as given in the instructions above.

  2. Click on the Profit Center you wish to edit.

  3. Click the Edit button in the ribbon.

  4. Change the Name of the profit center.

  5. Click OK to commit your changes and close the popup window.

Delete a Profit Center

  1. Access the Profit Centers feature as given in the instructions above.

  2. Click on the profit center that you need to delete.

  3. Click the Delete button in the ribbon.

  4. Click Yes to confirm that you want to delete the profit center.