Regions provide a way of categorising/grouping locations. They can be used for areas smaller than the state level, or to span states. Utilising regions for cross-border activities, can be useful where a location close to the border is treated as part of the adjacent state.
Open the Configuration Manager by choosing Manage > Configuration from the menu. The Configuration Manager displays an alphabetically ordered explorer tree.
Adding a new region
- Right-click Region and choose Add new region.
This will open the Region Wizard:
- Enter the Region name.
- Optionally, enter a Code to identify the region.
- Do not make this region available for use indicates if the region should be archived. If ticked, the Region will be added/moved to the Archived regions branch.
- Optionally, provide a Description for the region.
- Click Next and then Finish.
Editing an existing region
- Expand Regions.
- Right-click the region and choose Edit region.
This will open the Region Wizard, where you can make changes.
Deleting a region
- Expand Regions.
- Right-click the region and choose Delete region.
- Click Yes when asked to confirm the delete.
If an error occurs, the Region has likely been used previously and is included in historical data. In this case, you will need to archive the code to remove it from active use.
Viewing the region report
This report will detail all the regions, including those that have been archived.
- Right-click Regions and choose Show region report.
The report will be displayed in a new tab/window.
RELATED: Locations (Configuration)