Divisions
Maintain the divisions your shipments, quotes and users belong to — add, rename, pick the default, and retire the ones nothing uses anymore.
Divisions (/settings/divisions) is the catalog of operating units your company is split into —
branches, business lines, offices. Shipments, quotes and users each carry one, and the picker on
those records reads this list.
The picker existed before this screen did; the catalog behind it could not be filled anywhere. This page is where it is authored.
The list
| Column | What it means |
|---|---|
| Name | What operators see in the pickers. |
| Code | A short identifier, stored upper-case and unique within your company. Optional. |
| Default | The division new records start with. Exactly one row holds it. |
| Records | How many shipments, quotes and users currently carry this division. |
A row that any record still points at is marked In use.
Adding and editing
Add division asks for a Name (required) and a Code (optional). Lower-case codes are
uppercased for you, so mia and MIA cannot become two divisions.
Edit changes the name or the code; every record already assigned to the division follows the change, because they store the division, not its text.
The default division
One division is the default — it is what a new shipment, quote or user gets when nobody picks another. Make this the default division on a row promotes it and demotes the previous holder in the same step, so there is never a moment with two defaults or none.
Deleting
Delete is only available for a division no record carries. A division marked In use cannot be deleted; reassign those records first and the button becomes available. Deletion is permanent — there is no deactivate switch on this catalog, unlike Projects, because a division that still classifies records must keep existing for them.
Related
- Projects — the other classification catalog shipments are filed under.
- Business Scope — the services a shipment carries, which is a different axis from the division that owns it.