Set Up Business Areas (1205 onwards)

Created by Migration Bot, Modified on Fri, 23 Oct at 2:31 PM by Migration Bot

Originally written by John Hardwick, last updated Jan 30, 2026, on the Swan Retail knowledge base (FRS).

Business areas allow reporting of store activity by geographical or business areas.

Menu Location: System Admin > Sales > Set Up Business Areas

Click the NEW button or New on the side panel to generate a new record.
Click the icon to amend an existing record.
Click the icon to remove the selected record.
Once in amend / insert more, click the to save changes or to abort the action.
Click the CLOSE button, or Back option on the side panel to leave the page (or select another option from the menu)

Item	Description
Description	Specify the name of the business area.
Company	When operating with multi-companies, specify the company this business area is part of. See Set Up Company (1205 onwards)
Report Web Application Name	This field allows the distribution of reporting across multiple processes. This field will be set by Swan should you experience a report performance issue.
LOCATIONS	Clicking, opens the list of locations (for the specified company) and allows them to be allocated to the business area.

Locations

Clicking LOCATIONS opens a list of locations and allows the location to be added to the business area.

Choice available are

Add as a selling Branch to the BA - The Location must be able to create sales.
Add as a Distribution Centre - The location must be marked as DC.
Add as a Dock - The location must be marked as a ‘dock’
Add as an Invoice branch

See Set Up Locations (1211)

It is not possible to link a selling branch to more than one business area, however it is possible that a DC, port or invoice location can exist in more than one BA.

It is only possible to set a single invoice location per BA.

If a location is moved from one business area to another the sales order history associated with the location is also moved.

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