Regions

To access the list of regions in the system, select Org. structure in the Administration section of the menu and click on the Regions tab.

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This screen displays the list of regions existing in the system. To search a region, enter a part or whole of its full name and click the Search button. To display only active regions, check Active regions only.

Create a region

To add new region, click on the Create region button. The menu to create a new region will appear.

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On this screen, enter a region name, select a division from the dropdown list, click on the Create button to continue adding more regions, or click Create and close.

Edit information about the region

To view/edit information about a region, click on it in the list of regions. A panel will open with information about the region.

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Edit the name of the selected region in the Info tab, make it active/inactive, select a regional manager and a division from the drop-down list. After making changes, press Enter to save.

View the list of stores in the selected region in the Stores tab.

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Click on the Selection of responsible tab to assign the users responsible for the selected region.

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Assign or unassign a user to the region by switching the Responsible option on or off.