Setting up a Business Unit

This article will describe the properties of the Tide Business Unit.

When setting up the business unit, make sure the corresponding address has been set up in CRM. More information about this process can be found in this article Create an address in CRM.

You can reuse the same address for multiple business units, but best practice is to create a separate address for every business unit as this will otherwise also restrict you to work with the same Sales Channel

Business unit consists of 6 main configuration blocks

General
E-mail
Numbering
Portals
Task generation
Documents

Next

General

Main information about your Business Unit

General

Field	Description	Mandatory
Name	The name of the business unit. Eg. The name of your brand, division,..	Yes
Logo	Upload the logo that will be used throughout the system e.g. for offers, confirmation, travel documents,...	No
Parent POS	In case you want to BU to inherit the properties of a parent BU, you can selected it here.	No
Main Branch	WIP
Sale type (None-EU /EU)	Configure the default sales type for non EU en EU bookings. More details	No
Commission excludes VAT	Indicates whether the calculated commission does or does not include Value Added Tax.	No
Margin excludes VAT	Indicates whether the margin is calculated excluding VAT.	No
Invoice payment reference	The payment reference format you would like to use on the corresponding documents	No
Address	The Tide CRM address that you have created for this Business Unit. This address will also have the link to your sales channel. (See architectural overview here	No

Sale type (None-EU /EU)

For more information about sales types see Sale types

The first field enables you to configure the default sale type in case you're booking a non EU VAT destination.
The second field enables you to configure the default sale type in case of a EU VAT booking/destination.
The third field indicates whether the user is allowed to modify these values in the booking.

Commission excludes VAT

Inherit: depending on the configuration inherits this setting from either Account or
parent Business Unit
Yes: the commission is calculated excluded VAT
No: the commission is calculated inlcuded VAT

Margin excludes VAT

Inherit: depending on the configuration inherits this setting from either Account or
parent Business Unit
Yes: the margin is calculated excluded VAT
No: the margin is calculated included VAT

Invoice payment reference

Inherit:
- depending on the configuration inherits this setting from either Account or
  parent Business Unit
[DossierNumber]:
- the booking number will be used as payment reference
[Invoice number][File number][First letters of main booker's last name]:
- Custom reference format which is
Structured payment reference (OGM)

The Structured Payment Reference (OGM) is a specific format used to create a standardized reference for payments associated with bookings. This reference helps in the easy identification and reconciliation of transactions, ensuring accuracy and efficiency in financial processes.

Configuration

Field	Description	Mandatory
Standard selling price card code	Standard price card code that will be used when creating a product	No
Global invoicing		No
Sell Currency	Currency that will be used for selling prices	No
Payment terms	Default payment terms	No
Cancellation Policy	Default cancellation policy	No
Option duration	Option Duration	No

Cache

System fields to be configured by a Tide system engineer.

Email

Email addresses & Email templates

Field	Description	Mandatory
Request handling email	Email address from which availability request will be sent	No
Invoice email	Email address from which invoices will be sent	No
Email for travelers	Email address from which clients will be contacted.	No
Email template request	Template that will be used to request availability with the supplier for products that are on request.	No
Email template confirmation	Template that will be used to confirm to booking with the supplier (IDM process).	No
Email template modification	Template that will be used to inform the supplier that the booking has been changed.	No
Email template cancellation	Template that will be used to inform the supplier that the booking has been cancelled.	No
Email template customer		No
Email template base		No

Numbering

Set the format of the numbering system you would like to use in Tide.

Applicable to all numbering format configurations in Tide such as File numbering, invoice numbering, Credit Note numbering, Supplier numbering and Self billing numbering.

The numbering format configuration consist of 3 parts viz.

Prefix: A desired fixed prefix that can be assigned at the beginning, can be alpha - or numerical.
Start number: The initial number at which the numbering sequence begins.
Suffix: A desired suffix that can be assigned at the end

Invoice and credit notes follow each other

Specify whether you want invoices and credit notes to share a single numbering sequence or to have distinct numbering orders. Our recommendation is sequential numbering of invoices and credit notes, so indicator should be left enabled.

When the indicator is enabled

INV001
INV002
CR003
INV004

When the indicator is disabled

INV001
INV002
CR001
INV003

Portals

Coming Soon: Stay tuned for updates on the upcoming features and functionalities related to Portals.

Task Generation

For more information about tasks

Create a task

Follow up tasks

Next chapter: Set up a Catalogue