Difference between revisions of "ProDon:Region Management"

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<span style="color: rgb(255, 0, 0);">'''B:'''</span> Allows you to specify how the automations will be programmed for this region type.  
 
<span style="color: rgb(255, 0, 0);">'''B:'''</span> Allows you to specify how the automations will be programmed for this region type.  
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<span style="color: rgb(255, 0, 0);">'''C:'''</span> The " regions "  limits are determined by a postal code range.
 
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<span style="color: rgb(255, 0, 0);">'''D:'''</span> The " regions "  limits are defined by specific cities and provinces.
 
  
 
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By clicking on the "" regions " " option in the "Clients" menu, it is possible to add, remove or edit " regions " .  
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By clicking on the " Region Management " option in the " Clients " menu, it is possible to add, remove or edit regions.  
  
 
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'''<span style="color: rgb(255, 0, 0);">A:</span>''' Allows you to add a region.  
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'''<span style="color: rgb(255, 0, 0);">A:</span>''' Allows you to add a region. To add a new region, you simply need to click on the [[File:Button add plus.png]] button 
  
 
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'''<span style="color: rgb(255, 0, 0);">B: </span>'''Allows you to edit an existing region. To modify it, you simply need to select the region to be edited, then click on the [[Image:Button Edit.png]] button or double-click on the region to modify.  
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'''<span style="color: rgb(255, 0, 0);">B: </span>'''Allows you to modify an existing region. To modify it, you simply need to select the region to modify, then click on the [[Image:Button Edit.png]] button or double-click on the region selected.  
  
 
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<span style="color: rgb(255, 0, 0);">'''C:'''</span> Allows you to remove a region. To remove it, you simply need to select the region to be deleted, then click on the [[Image:Button Minus remove delete.png]] button.  
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<span style="color: rgb(255, 0, 0);">'''C:'''</span> Allows you to delete a region. To delete it, you simply need to select the region to be deleted, then click on the [[Image:Button Minus remove delete.png]] button.  
  
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| width="50%" | <span style="color: rgb(255, 0, 0);">'''D:'''</span> This button [[File:Button Generate transfer.png]] Allows you to update the modifications that you have done in the " Region Management " grid into the active client files in the database.
 
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'''<span style="color: rgb(255, 0, 0);">A: </span>'''Choose one of the [[ProDon:Region Management#Region_Type_Management|four " region types "]] .<br>  
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'''<span style="color: rgb(255, 0, 0);">A: </span>'''Choose one of the four " Region Types " .<br>  
  
 
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'''<span style="color: rgb(255, 0, 0);">B: </span>'''Specify in which country the region is. If the field remains empty, the client's "Country" field should also be empty.  
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'''<span style="color: rgb(255, 0, 0);">B: </span>'''Specify in which country that region is. If the field remains empty, the client's "Country" field will also be empty.  
  
 
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'''<span style="color: rgb(255, 0, 0);">C: </span>'''Enter the wanted code for the region.  
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'''<span style="color: rgb(255, 0, 0);">C: </span>'''Enter the code that you want for the region.  
  
 
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'''<span style="color: rgb(255, 0, 0);">D: </span>'''Enter the name of the region.  
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'''<span style="color: rgb(255, 0, 0);">D: </span>'''Allows you to enter the name of the region.  
  
 
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== Region Definition Management  ==
 
== Region Definition Management  ==
  
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By defining the " regions " , automations will be created: in a client's file, by only entering the city or the postal code, the given region will automatically appear if it has previously been defined.  
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By defining the regions , automations will be created in a client's file, by entering the city or the postal code only, the given region will automatically appear if it has been defined previously.  
  
 
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By clicking on the "" region definitions " " option of the "Clients" menu, it is possible to manage the " region definitions " .  
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By clicking on the " Region Definitions " option in the " Clients " menu, it is possible to manage the "
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Region Definitions " .  
  
 
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'''<span style="color: rgb(255, 0, 0);">B: </span>'''Allows you to edit an existing definition. To modify it, you simply need to select the definition to be edited, then click on the [[Image:Button Edit.png]] button or double-click on the definition you wish to modify.  
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'''<span style="color: rgb(255, 0, 0);">B: </span>'''Allows you to modify an existing definition ". To modify it, you simply need to select the definition that will be modified, then click on the [[Image:Button Edit.png]] button or double-click on the definition you wish to modify.  
  
 
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'''<span style="color: rgb(255, 0, 0);">C: </span>'''Allows you to remove a definition. To remove it, you simply need to select the definition to be deleted, then click on the [[Image:Button Minus remove delete.png]] button.  
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'''<span style="color: rgb(255, 0, 0);">C: </span>'''Allows you to delete a definition. To delete it, you simply need to select the definition to be deleted, then click on the [[Image:Button Minus remove delete.png]] button.  
  
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| width="50%" | <br>
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| width="50%" | '''<span style="color: rgb(255, 0, 0);">D: </span>'''This button [[File:Button Generate transfer.png]] allows you to update the clients regions.
 
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Revision as of 13:56, 13 July 2018

Region Management

CAUTION : This document is for VERSION 5 of Prodon. To go to the document for version 4, click here.


WARNING : This document is currently being edited/revised, it is possible that some parts are missing or obsolete.


Introduction

In the software, there are three notions related to regions : " Region Types ", " Regions " and " Region Definitions ".

" Region Types " allow you to specify the kind of regions, for example: administrative region, touristic region, etc. The " Regions " allow you to build the regions list and to specify their types, for example: Niagara, Durham, etc. The " Region Definitions " allow you to set up the postal code range or the cities on one region.

These functions are all accessible in the " Clients " menu of the software's home page.
Prodon5 Region Management 001.png


Region Types Management

The four default " region types " are: Region, Touristic region, Administrative region and County.

If you click on the " Region Types " option in the " Clients " menu, it is possible to customize the " region types " by double-clicking on the one you wish to edit (e.g. County).

Prodon5 Region Management 002.png


Prodon5 Region Management 003.png

A: Allows you to rename the region type (e.g. rename "County" for "Regional Municipality").

B: Allows you to specify how the automations will be programmed for this region type.

Region Management

By clicking on the " Region Management " option in the " Clients " menu, it is possible to add, remove or edit regions.

Prodon5 Region Management 004.png

A: Allows you to add a region. To add a new region, you simply need to click on the Button add plus.png button

B: Allows you to modify an existing region. To modify it, you simply need to select the region to modify, then click on the Button Edit.png button or double-click on the region selected.

C: Allows you to delete a region. To delete it, you simply need to select the region to be deleted, then click on the Button Minus remove delete.png button.

D: This button Button Generate transfer.png Allows you to update the modifications that you have done in the " Region Management " grid into the active client files in the database.



Prodon5 Region Management 005.png

A: Choose one of the four " Region Types " .

B: Specify in which country that region is. If the field remains empty, the client's "Country" field will also be empty.

C: Enter the code that you want for the region.

D: Allows you to enter the name of the region.

Region Definition Management

By defining the regions , automations will be created in a client's file, by entering the city or the postal code only, the given region will automatically appear if it has been defined previously.


By clicking on the " Region Definitions " option in the " Clients " menu, it is possible to manage the "

Region Definitions " .

Prodon5 Region Management 006.png

A: Allows you to add a region.

B: Allows you to modify an existing definition ". To modify it, you simply need to select the definition that will be modified, then click on the Button Edit.png button or double-click on the definition you wish to modify.

C: Allows you to delete a definition. To delete it, you simply need to select the definition to be deleted, then click on the Button Minus remove delete.png button.

D: This button Button Generate transfer.png allows you to update the clients regions.


Prodon5 Region Management 007.png
 Prodon5 Region Management 008.png

A: Allows you to indicate the type of region to be defined. The type also determines the method to use in E, whether the limits are determined in accordance with a city or with postal codes.

B: The country determines the " regions " available in C. It is impossible to modify it after  a region.

C: Allows you to specify the region for which the limits will be determined. By entering the reference number, the desired region will appear.

D: If the wanted region has not previously been created, you can create a new one by clicking on the Button add plus.png button.

E: It is with these boxes that the rule to use can be created. To modify the method of defining the " regions " (By city, province and country or By postal code and country), see Region type management.

In the example on the left, all the clients who live in "St-Catharines" will automatically be attributed the "Niagara" administrative region.

In the example on the right, all the clients having postal codes between L1G 0A0 and L1G 9Z9, will automatically be attributed the "Durham" tourist region.




Document name: ProDon:Region Management
Version : 4.6.5.5


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