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 within 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. |
Region Management
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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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A: Allows you to add a region. To add a new region, you simply need to click on the |
B: Allows you to edit an existing region. To edit it, you simply need to select the region to edit, then click on the |
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C: Allows you to delete a region. To delete it, you simply need to select the region to be deleted, then click on the |
D: This button  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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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. |
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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.
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By clicking on the " Region Definitions " option in 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 edit it, you simply need to select the definition that will be edited, then click on the |
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C: Allows you to delete a definition. To delete it, you simply need to select the definition to be deleted, then click on the |
D: This button allows you to update the clients regions.
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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 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. |
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C: Allows you to specify the region for which the limits will be determined. By pressing the |
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
