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
Add
button. - Click
Save
at 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
New
and 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 Address
button. 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
Add
button. - Click
Save
at the top right of the page after making any changes. - Click
Delete
to 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.