Creating a Zone (District)

Overview

A zone is an assigned area that may contain multiple stores. Multiple stores can be selected by pressing the control key and then selecting the stores user wishes to group as a zone.

Details

Each zone must have its own unique Name. This will show up in all reports and filters so you should name them carefully. If you try to create a zone with an existing name a popup will displayed asking you to confirm this activity.

The zone has to be assigned to a specific Venue. Zones cannot consist of stores in multiple venue.

Each zone must be assigned to an Administrative Employee who has a Venue Manager role. If you have not already created an employee with this role you must do so first. The Zone Manager that is assigned to a zone may be modified at any time.

Select that Stores that make up the zone, to select multiple stores press the "Control" key and click on the store. Stores within a zone can be modified at any time. A store can be multiple zones if necessary.

Access

Access to this function at an enterprise level is limited by default to the System Administrator and Financial users only. Accounting, store managers, warehouse general managers as well as zone managers and human resource managers may modify zone settings at Venues or Store assigned to them.