Area Settings

Areas sit beneath a company in the estate structure, providing an additional level of categorisation. They can be used to represent regional divisions or, in some businesses, to reflect the organisational hierarchy of regional or area managers. Areas are a required part of the estate structure and can be used for reporting and filtering throughout the system.

Site Master installations are restricted to one area only

Navigate to Base Data → Estate Structure

Adding Areas

Follow these steps to add an area:

Click Add
Select Add New Area
Select the required Company to add the area too | click Next
Enter the Area Name, Area Description (optional) and Manager (optional)
Click Finish

Clicking Next would enable proceeding to create Sites, in this page only the area is going to be created, click here for more information on creating Sites

Alternative Adding Process

From the Estate Structure tree right click on a Company
Select Add New Area
Enter the Area Details

Settings

Navigate to Base Data → Estate Structure → Area Settings

When an area is selected the following table outlines each setting and its corresponding functionality.

Setting	Description	Additional Information
Area Details
Area Name	Name of the area
Area Description	Description of the area
Manager	Manager of the area
CLM Prefix Group
Group Name	The CLM Prefix Group defines any POS integrations that require a prefix, enabling the point of sale terminal to identify the correct integration based on the prefix provided	For new areas this is left blank and is inherited from the estate details, alternatively selecting a new group can be selected which will apply to all sites within the selected area
Location Tags
Tags	Any created location tags will be displayed for selection at the area level