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 ". | ||
− | " 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 | + | " 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 | + | '''<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 " . | + | '''<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 == | ||
− | By defining the regions , automations will be created | + | 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 | + | '''<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]] | + | | [[File:Prodon5 Region Management 007.png|538x538px]] |
− | | [[File:Prodon5 Region Management 008.png|538x538px]] | + | | [[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);">''' | + | '''<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 | + | '''<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 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 | + | <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 [[Image:Button add plus.png]] button in the region selection window. |
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− | '''<span style="color: rgb(255, 0, 0);">D | + | '''<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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− | In the example on the left, all the clients who live in " | + | 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 | + | 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 08:29, 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. |
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). |
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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
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.
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 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 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