In the context of B2B organizations, cost centers represent business units or departments linked to a specific organization. This feature allows you to manage and associate relevant cost centers to your organization, making it easy to allocate and analyze financial expenses.
Adding a cost center
To add a cost center through the VTEX Admin, go to Apps > B2B Organizations and Cost Centers > Organizations, or type Organizations in the search bar at the top of the page.
To add a new cost center, follow these steps:
- Click the organization name.
- Click the Cost Centers tab.
- Click
New. Complete the necessary fields about the cost center based on the information below:
- Cost center name: Name of the cost center associated with the organization.
- Phone number: Phone number for contacting the organization.
- Business document: Company registration number, tax identification number, VAT number, or other document.
- State registration: Company state registration number.
- Country: Country where the cost center is located.
- Postal code: Postal code of the cost center's address.
- Street: Name of the street where the cost center is located.
- Number: Number of the address where the cost center is located.
- Additional information: Extra details about the cost center's address.
- Neighborhood: Name of the neighborhood where the cost center is located.
- City: City where the cost center is located. This field is populated automatically based on the postal code entered.
- State: State where the cost center is located. This field is populated automatically based on the postal code entered.
- Recipient: Name of the person who will receive the orders at the address provided.
- Click the
Addbutton. - Click
Saveat the top right of the page after making any changes.
Cost center details
To view, add or edit the details of a cost center in the VTEX Admin, go to Apps > B2B Organizations and Cost Centers >Organizations, or type Organizations in the search bar at the top of the page.
To add a cost center, follow the steps below:
- Click the organization name.
- Click the Cost Center tab.
- Click
Newand complete the form fields. - To add information, click on the cost center and fill in the fields.
- Click
Add.
Cost center form
The form for viewing or editing the cost center is divided into the following sections:
Information fields
On this details page, you can view or edit the following fields:
- Cost center name: Name of the cost center associated with the organization.
- Phone number: Phone number for contacting the organization.
- Business document: Company registration number, tax identification number, VAT number, or other document.
- State registration: Company state registration number.
Addresses
To edit or delete an existing address, click and select Edit or Delete.
If you want to add a new delivery address associated with this cost center, follow these instructions:
- Click the
Add New Addressbutton. Complete the address details:
- Country: Country where the cost center is located.
- Postal code: Postal code of the cost center's address.
- Street: Name of the street where the cost center is located.
- Additional information: Extra details about the cost center's address.
- City: City where the cost center is located. This field is populated automatically based on the postal code entered.
- State: State where the cost center is located. This field is populated automatically based on the postal code entered.
- Recipient: Name of the person who will receive the orders at the address provided.
- Click the
Addbutton. - Click
Saveat the top right of the page after making any changes. - Click
Deleteto remove the cost center.
Custom fields
Custom fields allow users to add information relevant to the company. For more information, go to Custom fields when adding an organization.