Use the Regional Processing feature to
organize sales and inventory information into groups based on location for reporting purposes, and
restrict employee access to data by region and/or district, or a pre-defined list of locations (that is, location restrictions).
Regional Processing restriction by district or region is not available to Cloud (Formerly called SaaS - Software as a Service) A version of STORIS in which the system software is located on a server machine maintained by STORIS, thus relieving clients of the burden of purchasing and maintaining their own servers. Clients communicate with the server via a wide-area network connection. users. However, Cloud users can use the location restriction feature to apply security restrictions, and regional/district pricing is available as well.
To segregate sales information, use the District Settings. To segregate inventory information, use the Region Settings. You can use one or both. For example, you can set up sales districts of stores in the north and south of the state, and an inventory region of all warehouses in the entire state.
You can apply location restrictions even if Regional Processing is not active on your system.
First, you create regions and/or districts via the Region Settings and District Settings routines, respectively. Regions and districts are geographically associated with the zip code you enter for each. During this process, you assign the stores and warehouses you want to include in each region/district.
After you establish your sales districts and/or inventory regions, you can view sales and inventory information by district and region using STORIS' various reports and inquiries. You can also set selling prices by district and calculate landed costs by region using the Vendor and Product regional subsidiary routines.
In addition to organizing data along geographical lines, Regional Processing allows you to restrict access to data along geographical lines. For example, you can allow employees to access data in their own region/district only, while restricting them from accessing data associated with regions or districts outside their own.
The Advanced Settings tab in the General System Control Settings includes the following fields you use to activate Regional Processing.
Licensing tab - The Regional Processing module has settings on this tab for Active and Licensed. The Regional Processing module can only be set to Active if it has been Licensed. In addition, in order to activate Regional Processing, all warehouse locations must have Districts and Regions set up (non-null). If they are not all set up an error message ‘All Warehouse Locations must have Districts and Regions set up to activate Regional Processing’ displays.
Regional Processing - This field on the Miscellaneous tab indicates whether or not Regional Processing is active. The Restriction settings are available for update when the Regional Processing module is active (checked) and unavailable when Regional Processing is not active.
Restrict Customer Lookup – To activate this feature, Regional Processing must be active. If you activate this feature, the system restricts the look-up process at Customer fields along district lines. If you do not activate this feature, all customers are eligible for selection at Customer fields.
Restrict Inter-Region Transfers – To activate this feature, Regional Processing must be active. If you activate this feature, the system prevents you from creating automatic or manual merchandise transfers that cross regional boundaries.
This setting overrides all inter-regional transfers - even if the user has full and unrestricted access. This setting also overrides situations where the user has list access to locations in multiple regions and attempts to create inter-regional transfers.
Restrict Product Use/Lookup By Region - To activate this feature, Regional Processing must be active. If you activate this feature, the system restricts product use by regions specified at the Limit Use By Region field in the Advanced Product Settings.
The Location Restrictions tab in the Create a User file and Create a User Group files allows you to apply regional restrictions to employees and employee groups. Note that you can also restrict user access to sales information via the View All Sales Information field in the Extended Security (Sales) settings.
Use this field to specify the current user's access to sales information in reports and inquiries for locations to which they have access. You have the following options:
No - the user can access only their own sales information. The Salesperson fields in the reports and inquiries become inactive, and the user's ID code defaults into the field.
Yes - the user can access sales information in reports and inquiries for locations to which they have access.
Store - the user can view sales information in reports and inquiries for the current store only.
to access this field, a check must appear in the Sales Security Access field on the Advanced tab in the Point of Sale Control Settings (Sales ACF).
The Regional Processing feature can be used to restrict user access to customer data by region and district. To activate this feature, check the box at both the Regional Processing and Restrict Customer Lookup fields on the Advanced Settings tab of the General System Control Settings.
If the Regional Processing and Restrict Customer Lookup fields are both checked, restriction to customer records is determined by the settings on the Location Restrictions tab in the User file. The User file provides the ability to restrict access to four general areas of the STORIS system:
Sales Entry Routines (these use District fields)
Sales Inquiries and Reports (these use District fields)
Inventory Entry Routines (these use Region fields)
Inventory Inquiries and Reports (these use Region fields)
For any one or more of the above areas, you can apply regional restrictions to customer access in the following ways:
No Restrictions - all customers are available.
Logon Location - only customers associated with the current log-on location are available.
District - only customers associated with the current log-on district are available.
Location List - if a location list appears at the Accessible Locations List field in either the User file or the log-on Warehouse Location record, then only customers associated with a location on the list are available.
You can override regional restrictions to a customer record if you know the customer number.