Page History: Sales Regions
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Page Revision: 01/16/2012 02:07 PM
Regions
The Regions edit screen is designed to allow the user to build the regions tree and see the current mapping of the locations, customers, managers and employees. The regions tree is a graphical representation of the regions structure in order to show the children and parents and how they relate to eachother.
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 that the new region will belong to.
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 unapply un changes made.
Delete a region
Regions can be deleted if they are currently not assigned to a user or location and if they 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.
