Pathway: Setup > Services > Service Region
Service Regions are smaller geographic areas that make up a Division and are assigned at the site-level. Service Regions provide flexibility in auto-assigning surcharges to sites and assist in areas of operations, accounting, billing and reporting.
Permissions
The following permission is required to add and edit in the Service Region Setup screen:
| Permission ID | Permission Name |
| 26 | Setup / Services |
Field Descriptions
| Fields | Descriptions |
| ID Required | The 10 character ID number for this Service Region. |
| Name Required | Name of the Service Region. |
| Division Required | Identifies the Division a Service Region is assigned to. |
| Require Surcharge Group Required | Determines if the Service Region requires a Surcharge Group to be assigned to the account/site when an account or site is created. |
| Default Surcharge Group | Drop down field to assign a default Surcharge Group if one applies. |
| GL Segment | Option to assign a GL Segment to track revenue from the specific service region in Accounting > GL Transaction Processing. |
| Map Area | Identifies the Map Region for servicing and locating to this Service Region. |
| Default Online Order Sales Rep | When utilizing online orders, a selection here will auto-assign a default sales representative. |
| Parent Service Region | Identifies the Parent Service Region if the Service Region being created is subordinate (child) to another. |
| Neighborhood | |
| Require Tax Group | If enabled, a Tax Group assignment is required for sites belonging to this Service Region. |
| Active | Controls if the Service Region is active and available to be assigned to a site.
|
Add a Service Region
- Click the + at the top of the screen to open the Add Service Region tool.
- Fill out all Required Fields.
- Enter an ID for the Service Region.
- Enter a Name for the Service Region.
- Select the Division the Service Region is assigned.
- Verify the Active status is set to "Yes" to enable it for use.
- Enter an ID for the Service Region.
- Complete additional fields based on your company's setup requirements.
- Click Save when finished.