Geographic areas

Geographic areas are used to assign residency to customers and companies.

Multiple geographic areas can be maintained for reporting purposes but each area is flagged as either resident or non-resident.

Where are they found?

Select the Administration tab.
Select the following menu links: Locations > Geographic areas.

How are they added or modified?

To add

From the Geographic Area List page, clicking the Add New button will bring you to the Change Geographic Area page, allowing you to create a new record.

To modify

From the Geographic Area List page, clicking an underlined area Name displays the Change Geographic Area page, allowing you to make the necessary changes.

The Change Geographic Area page contains the following fields, with the option to Save or Delete the record at the bottom of the page:

Name of Field	Type	Description
Area Name	Text	The name of the geographic area. Required.
Resident *	Checkbox	Option to flag as residents all customers and companies belonging to this geographic area. If this option is selected, customers in this area will be eligible for the resident charges. If not, customers with this area will be charged non-resident rates.
Prevent Further Use	Checkbox	Option to turn off the geographic area so that it is not returned in the list of available geographic areas.
Hide on Internet	Checkbox	Option to display or hide this geographic area on the customer (public access) site.

* If a customer record does not have residency assigned, residency is determined as follows:

They are considered a resident if the geographic area assigned to the customer has the resident checkbox selected.
They are considered a resident if the postal code assigned to the customer has the resident checkbox selected.
They are considered a resident if the street assigned to the customer has the resident checkbox selected.

In each of these cases the customer is considered a resident, so if they are marked as a resident on the customer record they will remain a resident regardless of the settings in the geographic area, the postal code and the street.