Regions
Purpose
Regions can be used to group your locations together.
Typically, regions are set up to allow reporting on or viewing a geographic group of locations, e.g. - New South Wales "NSW" or Queensland "QLD".
Regions are commonly used on the reservation sheet to filter reservations by a Location or Region as below.
In this example the Locations are displaying in the top of the drop down box, and the Regions that have been setup are displaying at the bottom of the list.
When a Location is selected, it will display the reservations/vehicles for that location only.
When a Region is selected it will display all reservations/vehicle for any locations that have been assigned to the selected Region.
This article shows you how to setup you Regions - linking the Locations to the Region is explained in the Regional Locations article.
Accessing Regions
The Regions tab can be found under the location submenu in the System Setup.
System Setup > Locations > Regions
Adding and Viewing a Region record
On the Regions page, a list of your current regions will be displayed. To view an existing record, click on the Region name in red text. To add a new region, click "Add Region".
On the New Regions page, enter the region name. Click Submit to save the new record.
You will be taken back to the the main Region page, where you will see the newly-added record.
Once the region is created you can link the associated locations on the Regional Locations screen.
Update or Delete a Region record
The below article is just a generic guide on how to update or delete a record:
Updating and Deleting a RecordImportant Articles
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