Configuring System Region Assignment

For clients using regions, there are two region configuration settings to choose from. Administrators can use the Configurations App setting Region Assignment to choose how regions should be managed. Options include:

Manual: Staff manually assign regions per customer.
By ZIP Code: When the list of regions is set up in the Customers App, staff associate each region to a ZIP code range. Once this setup is complete, the system automatically assigns the region to a customer record, based on that customer's ZIP code.

This configuration—Region Assignment—is under the Configurations App, under the Data Entry section.