How to Create, Edit and Delete an Area

How to Create, Edit and Delete an Area

Overview: 

Area is a system function that allows the user to group its Suppliers and Customers by Area. This function can be used to generate various reports by filtering them by Area. 

Procedure:

How to Create Area 

1. In Navigation pane, go to Company > Maintenance > Areas

2. In the Area List View, click Add

3. Supply the fields with data;

• Code: This is a compulsory field with maximum of 20 alphanumeric length
• Name:   This is a compulsory field which you need to indicate the name of the Area
• Type:This is to determine where the area can be used,
  • Both
  • Customer Only
  • Supplier Only
• Active: This is a function to set if an Area is still used. If an Area will not be used anymore, disable the toggle to make as Inactive.
• Default: This is a function that allows you to set the Area as Default in Suppliers and Customers Maintenance based on the Type.

4. Once done, click Submit

How to Edit Area

1. In Area List View, click Code to open.

2. Then Supply the Fields that needs to be edited. Once done, click Submit

How to Delete Area

1. In Area List View, click Delete on the Area

2. When the confirmation message prompted, click Yes

Note: Area can only be deleted if the Area has not been tagged in a Customer and Supplier with Transactions.

Application:

Area can now be used in Customer and Supplier Maintenance.

For further concerns regarding this matter, please contact support to assist you or create ticket thru this link https://support.qne.com.ph