How to edit or create GEOGRAPHICAL AREA?


1. In the main menu, Click on MASTER DATA -> GENERAL -> GEO AREAS

2. Click on NEW GEO AREA or click on EDIT  from the list below

3. Insert a NAME

4. Insert CODE

5. Select one of 4 options in the GROUP BY dropdown list and follow the below instructions:

    a. if you wish that the geo area will group areas using countries choose: GROUP BY COUNTRIES

        I. Select the COUNTRIES you want to include in the geo area from the multi-select field

    b. if you wish that the geo area will group areas using states choose: GROUP BY STATES

        I. Select the STATES you want to include in the geo area  from the multi-select field

    c. if you wish that the geo area will group areas using addresses choose: GROUP BY ADDRESSES

        I. Select the ADDRESS TYPE

        II. Select ADDRESSES you want to include in the geo area from the multi-select field

    d. if you wish that the geo area will group areas using postal codes choose: GROUP BY ZIP CODE

        I. Click on NEW GEO AREA ZIP CODE in GEOGRAPHIC ZIP CODES

        II. Select the COUNTRY of the Zip Code Group from dropdown list

        III. Insert the 2 digits code of the ZIP FROM and ZIP TO

        IV. Click on SAVE CHANGES

6. When finished, click on SAVE CHANGES