Setting up Store Regions

Problem: How to Set Up and Manage Store Regions in Erply
 

Solution 1: Installing and Accessing the Store Regions Module
 

1. Install the Store Regions Module:
   • The Store Regions feature is available as an extra module. Ensure it is installed in your Erply system.
      
2. Access the Regions Module:
   • Once installed, navigate to Retail Chain -> Regions to access the Store Regions module.
      

Solution 2: Creating and Managing Store Regions
 

1. Create a New Region:
   • In the Store Regions module, you can create new regions.
   • Enter the Code and Name (in different languages if needed).
      
2. Manage User Group Settings:
   • Adjust user group permissions for managing store regions in the Main Modules section.
      
3. Assign Stores to a Region:
   • Go to Retail Chain -> Locations.
   • Open a location and use the Store Region field (a drop-down menu) to assign the location to a region.
      

Note: The existing field called "Region or State" has been renamed to State Group to prevent confusion.
 

1. Filter Locations by Region:
   • You can filter locations by Store Region in the Retail Chain -> Locations list and in Edit Store Price List.
      
2. View Store Region in Inventory:
   • The Store Region column has been added to the Inventory -> Locations module, making it easier to view the regions associated with each location.
      
3. Deleting a Region:
   • Important: You cannot delete a region if it is associated with at least one warehouse.
      

Solution 3: Managing Region Price Lists
 

1. Understand the Order of Price Lists:
   • The order in which price lists are considered:
     1. Region Price Lists
     2. Region and Customer Price Lists
     3. Warehouse Price Lists
         
2. Assign Price Lists to a Region:
   • In the Regions module, select a price list from the drop-down and click Add. This price list will be added to the end of the list.
      
3. Reorder Price Lists:
   • You can reorder the price lists using the arrow buttons to change the order in which they are applied.
      
4. Associate Price Lists with Customer Groups and Regions:
   • To assign a price list to both a region and a customer group, choose the relevant options from the drop-downs and click Add.
   • The price list will apply only to customers in the selected group and region.
      
5. Manage Price List Combinations:
   • You can view and reorder combinations of price lists and customer groups within a region. The items in the table are ordered by customer group.
   • Note: You cannot add the same combination of a price list and customer group to a region multiple times.