Managing Multiple Branch Offices with "Plants" in Buymanager

This guide explains how to set up and manage multiple company branches or locations within Buymanager using the "Plant" feature.

• Situation: Your company operates with multiple branch offices or distinct locations.
• Feature: Buymanager's "Plant" functionality allows you to represent and manage each of these individual branches as a separate entity within the system.
   

Who is this for & What do you need?

• Audience: This guide is primarily for Administrators or users with Supervisor access rights in Buymanager.
• Prerequisites:
  • You must be logged into Buymanager with Admin privileges.
  • Access to the "Application Settings," "Company," "Supplier," and "Access Management" modules within Buymanager.

---

How it Works: Setting Up a New Branch (Plant)

Let's get your new branch set up! This process involves creating the "Plant" and then associating it with your company.

Part 1: Creating Your New Plant

1. Start Buymanager: Log in as a ADMIN
2. Access Application Settings
3. Navigate to Company Settings
4. Open Supplier Settings
   • Click on the Supplier link. (In Buymanager, "Plants" are managed through the "Supplier" section of company settings).
     
      
5. Find the "Plants" Section:
   • In the Global information section, scroll down until you see the Plants area.
6. Add a New Plant:
   • Click the Add a plant button.
      
7. Initiate Plant Creation:
   • A search/selection window will appear. Click the Create button within this window to define a brand new plant.
8. Enter Plant Details:
   • Fill in the Code (a unique identifier for your plant) and the Company Name (the name of your branch).
9. Confirm Creation:
   • Click OK
     
     
      
10. Configure Plant Global Information:
    • The newly created Plant's page will open. In the Global information section, you can define the correct Currency for this specific branch if needed
      
      
       
11. Save Your Changes:
    • Click Save and close to finalize the creation of your new plant.
       
12. Once your "Plant" save, you will get back to the Supplier List search. Search for your newly create Plan, and Select it.

Note: The plant should automatically added to the plant table with the table "manufacturing plant", which is the type that will allow you to use them as a plant. 

 

How it Works: Assigning User Access to the New Branch (Plant)

For your team members to work with the new branch's data, you'll need to grant them the appropriate access rights.

1. Restart Buymanager:
   • Important: Close and restart Buymanager, ensuring you log in again as a ADMIN. This refreshes the system with your new Plant.
2. Open Application Settings
3. Go to Access Management
4. Start Adding Rights:
   • Click the Add Rights button to launch the access rights wizard.
     
     
      
5. Choose Users:
   • Decide who should have access:
     • Select All users to grant access to everyone.
     • Alternatively, select specific users who need to work with data from this new Plant.
6. Select the New Plant
7. Select Categories:
   • In the next step, select all categories to ensure comprehensive access to the Plant's data.
8. Allow Modifications:
   • Tick the checkbox for Allow user modification. This enables users to make changes within the new Plant's scope.
9. Final Restart:
   • Important: Close and Restart Buymanager one last time. Users will now have the necessary rights to access and work with the new Plant!