Region Settings

Access

Support Files: Zip Code, Warehouse Location.

Use this file to create a record for each region within your company. Regions consist of stores and warehouses grouped together for the purpose of segregating inventory and inventory activity (as opposed to districts which segregate sales activity). Many reports in STORIS include a Region field which you can use to restrict the report's output to data from one or more regions.

To restrict report output by region, Regional Processing must be active.

Region CodeEnter the code to identify this region or click the Search button to select an existing region code.

NameEnter the name of this region.

Address Line 1Enter the first line of this region’s mailing address.

Address Line 2Enter the second line of this region’s mailing address (if necessary). Use this field only for P.O. Box, Dept., etc., not for city, state, or zip code.

Zip Code/Postal CodeEnter the zip code for this region’s mailing address. This zip code must already exist in the Zip Code file .

City/TownThis field will automatically default to the city/town listed in the zip code record for this region's zip code. The default may be overridden by entering a different city/town.

State/ProvinceThis field will automatically default to the state listed in the Zip Code record. To override the default, enter a different state/province.

TelephoneEnter this region’s telephone number. Up to ten digits may be entered.

Federal ID NumberIf applicable, enter this region’s Federal Identification Number.

State ID NumberIf applicable, enter this region’s State Identification Number.

Sales Tax NumberIf applicable, enter this region’s Sales Tax Number.

LocationsEnter the stores and warehouses you want to include in this district. If you click on the Search button, you access the Multiple Selection Lookup window, from which you can make one or more selections. If you click on the Actions button, you access the Multiple Location Lookup window, from which you can make one or more selections.

Regional WarehouseUse this field to indicate the regional warehouse location. (If Regional Processing is active, each region must have a single regional warehouse.)

Service WarehouseThis field is used to determine the default service location when entering a service order for a location in this region.  

Replenishment

The Primary and Secondary Warehouse fields are used with the Automatic Stock Replenishment feature. You can set replenishment locations in several files. When searching for a replenishment warehouse, the system checks the Primary and Secondary Warehouse fields in the following routines, in the following order:

1. product Group record

2. product Category record

3. Warehouse/Store Location Settings

4. Region record.

5. If none are found, the system uses the settings in the Inventory Control Settings.

Access to the Primary/Secondary Warehouse entry fields in this section are based on whether Replenishment is active for Stores and/or Warehouses, according to the settings on the Replenishment tab of Inventory Control Settings.

To indicate that products in a specific region should be replenished from specific primary/secondary locations, use the following fields. You can assign primary and secondary warehouses independently, depending on whether you are replenishing a warehouse location or a store location.

For Stores:

Primary Warehouse

Secondary Warehouse

For Warehouses:

Primary Warehouse

Secondary Warehouse

If the Replenishment information is populated, the Primary/Secondary warehouse locations specified are used for replenishment of all products in this region, except those products belonging to a specific group, category, or location where replenishment locations have been specified. Replenishment information at those levels override these fields in region settings.