Difference between revisions of "ProDon:Region Management"

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In the software, there are three notions related to regions :  " Region Types ", " Regions " and " Region Definitions ".  
 
In the software, there are three notions related to regions :  " Region Types ", " Regions " and " Region Definitions ".  
  
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" 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.  
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" 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 within one region.  
  
 
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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);">B: </span>'''Allows you to edit an existing region. To edit it, you simply need to select the region to edit, 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);">A: </span>'''Choose one of the four " Region Types " .<br>
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'''<span style="color: rgb(255, 0, 0);">A: </span>'''Choose one of the four " Region Types ".  
  
 
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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 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 defining the regions, automations will be created : the region will appear automatically when entering the city or the postal code in a clients file if it has been predefined.  
  
 
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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);">B: </span>'''Allows you to edit an existing definition. To edit it, you simply need to select the definition that will be edited, then click on the [[Image:Button Edit.png]] button or double-click on the definition you wish to edit.  
  
 
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| [[File:Prodon5 Region Management 007.png|538x538px]]<br>
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| [[File:Prodon5 Region Management 007.png|538x538px]]  
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| [[File:Prodon5 Region Management 008.png|538x538px]]<br>
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| [[File:Prodon5 Region Management 008.png|538x538px]]
 
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'''<span style="color: rgb(255, 0, 0);">A:</span>'''<span style="color: rgb(255, 0, 0);"> </span>Allows you to indicate the type of region to be defined. The type also determines the method to use in <span style="color: rgb(255, 0, 0);">'''E'''</span>, whether the limits are determined in accordance with a city or with postal codes.  
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'''<span style="color: rgb(255, 0, 0);">A:</span>'''<span style="color: rgb(255, 0, 0);"> </span>Allows you to indicate the type of region to be defined. The type also determines the method to use in <span style="color: rgb(255, 0, 0);">'''D'''</span>, whether the limits are determined in accordance with a city or with postal codes.  
  
 
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'''<span style="color: rgb(255, 0, 0);">B:</span>''' The country determines the " regions "  available in <span style="color: rgb(255, 0, 0);">'''C'''</span>. It is impossible to modify it after&nbsp; a region.  
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'''<span style="color: rgb(255, 0, 0);">B:</span>''' The country determines the " regions "  available in <span style="color: rgb(255, 0, 0);">'''C'''</span>. It is impossible to edit it after&nbsp; a region.  
  
 
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<span style="color: rgb(255, 0, 0);">'''C:'''</span> Allows you to specify the region for which the limits will be determined. By entering the reference number, the desired region will appear.  
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<span style="color: rgb(255, 0, 0);">'''C:'''</span> Allows you to specify the region for which the limits will be determined. By pressing the [[File:Button Selection 3 dots.png]] button you can select the region you want. If the wanted region has not previously been created, you can create a new one by clicking on the&nbsp;[[Image:Button add plus.png]] button in the region selection window.  
  
 
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'''<span style="color: rgb(255, 0, 0);">D: </span>'''If the wanted region has not previously been created, you can create a new one by clicking on the&nbsp;[[Image:Button add plus.png]] button.
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'''<span style="color: rgb(255, 0, 0);">D: </span>'''It is with these boxes that the rule to use can be created. To edit the method of defining the " regions "  (By city, province and country or By postal code and country), see [[ProDon:Region Management#Region_Type_Management|Region type management]].  
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'''<span style="color: rgb(255, 0, 0);">E: </span>'''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 [[ProDon:Region Management#Region_Type_Management|Region type management]].  
 
  
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In the example on the left, all the clients who live in "St-Catharines" will automatically be attributed the "Niagara" administrative region.  
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In the example on the left, all the clients who live in " Victoriaville " will automatically be attributed the " Centre-du-Québec " administrative region.  
  
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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.  
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In the example on the right, all the clients having postal codes between A0A 0A0 and A0A 9A9, will automatically be attributed the " Centre-du-Québec " tourist region.  
  
 
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Revision as of 07:29, 16 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 within 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 edit an existing region. To edit it, you simply need to select the region to edit, 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 : the region will appear automatically when entering the city or the postal code in a clients file if it has been predefined.


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 edit an existing definition. To edit it, you simply need to select the definition that will be edited, then click on the Button Edit.png button or double-click on the definition you wish to edit.

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 D, 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 edit it after  a region.

C: Allows you to specify the region for which the limits will be determined. By pressing the Button Selection 3 dots.png button you can select the region you want. If the wanted region has not previously been created, you can create a new one by clicking on the Button add plus.png button in the region selection window.

D: It is with these boxes that the rule to use can be created. To edit 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 " Victoriaville " will automatically be attributed the " Centre-du-Québec " administrative region.

In the example on the right, all the clients having postal codes between A0A 0A0 and A0A 9A9, will automatically be attributed the " Centre-du-Québec " tourist region.




Document name: ProDon:Region Management
Version : 4.6.5.5


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