To access the list of regions in the system, select Regions in the Administration section of the left menu.
This screen displays the list of regions existing in the system in a table. To search a region, enter a part or its full name and click Search. To display only active regions, check Active regions only.
Create a region
To add a new region, click New region. The window of creating a new region will open.
On this screen, enter a region name, select a division from the drop-down list, and click Create region. Click Cancel to cancel.
Edit information about the region
To view/edit information about a region, click on it in the list of regions, the panel for viewing the information about a region will open.
In the Info tab, you can edit the name of the selected region, make it active/inactive, select a regional director and a division from the drop-down list. Then click Save changes.
In the Stores tab, you can view the list of stores in this region.
To edit the assignment of responsible persons for the selected region, go to the Responsibles tab.
- Select a business area or leave it blank to select all business areas.
- To select responsible persons for the region, drag the responsible person from the list of available users to the list of selected users using the arrows (single selection) and select all available users. For your convenience use the search.
- To deselect auditors, drag an auditor from the list of selected users to the list of available users using the arrows (single selection) and select all available users. For your convenience use the search.
Click Save changes to save the changes.