Sales Regions

Modified on 12/31/2024 07:52 AM by Sharon Duckett — Categorized as: Help Text, Needs Review, Public, Support

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Sales Regions
   Navigation to the Screen
   Add a new region
   Edit a region
   Delete a region

Sales Regions¶

The Sales Regions edit screen allows users to build the region tree and see the current mapping of the locations, customers, managers, and employees. The region tree is a graphical representation of the region's structure to show how the children and parents relate.

Navigation to the Screen¶

The Regions screen can only be accessed in CDN .Net Thin Client (Utopia)

Add a new region¶

1. Select the appropriate parent to whom the new region will belong.

2. Select the Add New button.

3. Type a name into the Name field.

4. OPTIONAL - Type a description into the Description field.

5. OPTIONAL - Select a state from the State dropdown.

6. OPTIONAL - Select a country from the Country dropdown.

7. Select the Add button.

The Cancel button will stop the new region from being added to the region tree.

Edit a region¶

1. Select the desired region from the region tree.

2. Apply the desired edits to the correct fields in the Edit region of the screen.

3. Select the Save button.

The Cancel button will not apply the changes made.

Delete a region¶

Regions can be deleted if they are not assigned to a user or location and are not a parent to another region.

1. Select the desired region from the region tree.

2. Select the Delete button.

3. Select the OK button on the message.