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Divisions are typically how a business is divided into departments, areas (geographic locations) or profit centers. You may have Clients that have different products for their different Divisions. Chase allows you to set up these Divisions for reporting purposes.


Here's a visual demonstration for adding a Division


Below are steps to show you how to add a Division.

Step-by-step guide



  1. Open the Client you want to edit.

    Select Clients on the Ribbon, and then select the client from the list on the Search dialog.
  2. Select the Divisions tab near the bottom of the screen and click the Add Division button.



     

  3. A blank row is added. Enter the details of the new division in the fields on the blank row.
    1. Enter the Division name. 

      The Product Count field value will automatically increase when a Product is added to the Client.

    2. To indicate that this is an active Division, check the Active field checkbox.  

      To block the Division from being used, uncheck the checkbox.  By default, whenever you add a division the Active field checkbox is checked. 
  4. Save changes made to the Client Details screen.