Learn how to select a Region for a Store Location.
Note: Regions are logical groups of business units. Each Location is optionally parented by a Region. This level of hierarchy supports reporting enhancements as well as standard and custom business logic.
Step One - Select All tabs
Click All Tabs . Note: The current dealership selected is San Francisco.
Step Two - Find Locations Object
Scroll down to find Locations then click Locations.
Step Three - Select Store Location
All stores in your organization will appear. Select the desired store location you wish to edit.
Step Four - Edit Region
- Click thr Lookup icon to view Regions
- A list of Recently Viewed Regions populate. Select the Region (1,2, or 3). For this example, select region 2.
Note: If the desired Region is not available, type in the desired region in the Search bar then click Go! Result will populate. If the desired region is not available please submit a case to a Success Manager for assistance.
Step Five - Save Region
The Region field is now populated with the selected region number. Click Save to complete the process of selecting a region for a store location