ProDon:Region Management
| 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. |
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Region Types Management
The four default " region types " are: Region, Touristic region, Administrative region and County.
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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. |
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C: The " regions " limits are determined by a postal code range. |
D: The " regions " limits are defined by specific cities and provinces. |
Region Management
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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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A: Allows you to add a region. |
B: Allows you to edit an existing region. To modify it, you simply need to select the region to be edited, then click on the |
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C: Allows you to remove a region. To remove it, you simply need to select the region to be deleted, then click on the |
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A: Choose one of the four " region types " . |
B: 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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C: Enter the wanted code for the region. |
D: Enter the name of the region. |
Region Definition Management
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 clicking on the "" region definitions " " option of the "Clients" menu, it is possible to manage the " region definitions " . | |
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A: Allows you to add a region. |
B: Allows you to edit an existing definition. To modify it, you simply need to select the definition to be edited, then click on the |
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C: Allows you to remove a definition. To remove it, you simply need to select the definition to be deleted, then click on the |
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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. |
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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 |
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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
