You assign an account or contact to a specific geographic area using regions. You can use Region Groups, Region Categories and Region Classes to create a hierarchy for your regions. Region Groups, Region Categories and Region Classes are helpful for reporting, marketing and sales purposes.
When you assign a region to an account or contact, the region group, category and/or class are automatically assigned as well.
The highest level you can configure is a region group, followed by a region category, region class and then the region. For example:
Region Group: North America
Region Category: Mexico
Region Class: North
Region: Durango
Groups, categories and/or classes are are not required add a region.
Add a Region Group, Category or Class
To create a region group, category or class:
- Click the appropriate link (Region Groups, Region Categories or Region Classes) from the Main Menu.
- Click the Add button. The Add window opens.
- Enter the necessary information:
- Description - Name of the group, category or class.
- Status - Select Active to make the group, category or class available for selection when adding a new region.
- Click OK.
Add a Region
After creating any necessary region groups, categories and classes, you can create the regions and assign them to the appropriate region groups, categories and classes. To add a region:
- Click the Regions link from the Main Menu. The Regions page opens.
- Click the Add button. The Add Region window opens.
- Enter the necessary information:
- Description - Name of the region.
- Group - The region group for the region.
- Category - The region category for the region.
- Class - The region class for the region.
- Sort Order - Order the region displays in the drop-down for an account or contact.
- Code - Unique alphanumeric value used by the system.
- Click OK.
Change the Description of a Group, Category, Class or Region
You can change the description of a group, category, class or region after you have already created it. When you change the description of a group, category, class or region, it updates in all existing accounts and contacts. If you don't want to update existing accounts and contacts, then you must add a new group, category, class or region.
- Click the link for the applicable screen (Region Groups, Region Categories, Region Classes or Regions) from the Main Menu.
- Select the option to edit.
- Right-click and select Edit.
- Make the desired change.
- Click OK.
Delete a Group, Category, Class or Region
If you want to remove a group, category, class or region from the system completely, you can delete it. Once a group, category, class or region is deleted, you cannot recover it.
- Click the link for the applicable screen (Region Groups, Region Categories, Region Classes or Regions) from the Main Menu.
- Select the option to delete.
- Right-click and select Mark for Delete.
- Click the Save button at the bottom of the screen. The Replace window opens.
- Select the new value to replace the deleted value from the drop-down.
- Click OK.
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