Managing Regions for Customers and Customer Locations

This video explains how to manage Regions in 10X ERP, either by auto-calculating based on States or Countries or by manually assigning Regions to Customers. It shows how to create and edit Regions in the Admin module, apply them to individual Customer Locations, and override them on the Customer Level if warranted.

• Open Admin → Settings to Access the ‘Regions’ Tab.
• Create or Edit Regions by Adding Country and State Data for Auto-Calculation.
  • Add or Delete States to Refine the Boundaries of Each Region.
• Create Manual Regions Without Using the Auto-Calculation Feature if desired.
• Assign or Override Regions at the Customer and Customer Location Level.
• Note: This can be managed and updated using the Customer and Customer Location Import Files en masse.