Difference between revisions of "ProDon:Region Management"

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The [[File:Prodon5 Region Management Lightning Button.png]] button will generate all of the possible codes from the 3 first characters.  
 
The [[File:Prodon5 Region Management Lightning Button.png]] button will generate all of the possible codes from the 3 first characters.  
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| colspan="2" |'''<span style="color: rgb(255, 0, 0);">E: </span>'''If the region wanted was not created earlier, you can confirm the addition of the one that you are consulting and create another region right away by clicking on the  [[File:Button add plus.png]] button.
 
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Revision as of 10:51, 10 August 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 which regions will be available in C. It is impossible to edit it after a region is selected.

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.

The Prodon5 Region Management Lightning Button.png button will generate all of the possible codes from the 3 first characters.

E: If the region wanted was not created earlier, you can confirm the addition of the one that you are consulting and create another region right away by clicking on the Button add plus.png button.


Document name: ProDon:Region Management
Version : 5.0.5


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