Entity Types

• In QuickEasy BOS, an organisation must have at least one registered entity.
• A registered entity in this context is an organisation with its own VAT registration number, and possibly income tax and company registration numbers.
• Entity selections and filters are hidden by default if the database only has one registered Entity.
• An organisation may create non-registered entities for each of its Sub-entities, Branches, Divisions, Departments, Stock Locations, Cost Centres, or Tills.
• The following data can be linked to Entities:
  • Static information like Contacts, Customers, Suppliers, and Users.
  • Transactions.
  • Service Manager entries.
  • Tills (point of sale).
• General Settings and Currencies apply to all the Entities. A database can only have one Local Currency and one set of General Settings.

Navigation: Main Menu > Setup > Entities

When creating an entity, it is necessary to select an Entity Type. These are the available types.

Registered

• This Entity Type is used for the top level of the organisation (e.g. the holding company).
• It has its own registration numbers such as company and VAT registration numbers.
• Its parent option will be N/A because it is the Parent.
• Transactions are linked to registered entities.

Division

• A Division is a part of an organisation that is dedicated to a specific task (e.g. AI Development).
• A Division will typically have multiple Departments in it.

Department

• A Department is a section of a business dedicated to a specific task (e.g. Accounting or Human Resources).

Region

• A Region typically refers to divisions or departments that are in a different city or country to the head office.

Branch

• A Branch is an independently run part of the business that is often located away from the head office.
• Transactions and tills (cash registers) can be linked to a branch that has a registered entity as a parent.

Till (Pos)

• Used to identify a specific point-of-sale location.
• Can be linked to any of the other types, but must have a Registered Entity at the top of the chain.

Stock Location

• A Stock Location is a place where inventory is stored (e.g. warehouse).

Cost Centre

• Cost Centres are at the bottom of the hierarchy.
• Cost Centres can be nestled below any of the above-mentioned types by selecting those types in the Parent field.
• Staff and Assets can be linked to Cost Centres.
• The Monthly Costs of the Staff and Assets are updated to appear as the monthly cost of the Cost Centre.
• An Hourly Rate is calculated based on the estimated Productivity of the Cost Centre (Weeks/Annum, Hours/Week). However, a checkbox, Override, allows users to edit the Hourly Rate.
• Assets linked to a Cost Centre are named Workstations.
• Staff linked to a Cost Centre are named Operators.

---

Learn More

---