Service Region Setup
Last Modified on 11/04/2024 12:39 pm PST
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. Use the Mapping feature to create a perimeter for a service region. When a new site is added with an address that falls within this perimeter, it will automatically be associated with the service region.
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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 specific to the service region. |
Name Required
| Name of the Service Region. |
Division Required
| Identifies the Division a service region is assigned to. The map icon next to the division opens an interactive map, enabling you to draw a perimeter around the service region's geographic area. When creating a site, if the address is within the service region, it’s automatically assigned; otherwise, users will need to manually select the appropriate service region. |
Require Surcharge Group Required
| Specifies whether a Surcharge Group must be assigned to the account or site upon creation. |
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. |
Default Bundle 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
|
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Require Tax Group
| If enabled, a Tax Group assignment is required for sites belonging to this Service Region.
|
Allow Portal Self Registration
|
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Active
| Controls if the Service Region is active and available to be assigned to a site.
- 'Yes' = Active.
- 'No' = Inactive.
|
Add a Service Region
Review the setup process outlined here for adding a service region. Only the required fields highlighted in red are necessary to establish a service region; however, additional fields may be completed to meet your company’s specific requirements.
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- Click the green '+' at the top of the screen to open the Add Service Region popup.
- 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.
- Choose whether a surcharge group is required when creating a site within the service region.
- Verify the Active status is set to "Yes" to enable it for use.
- Complete additional fields based on your company's setup requirements.
- Click Save when finished.
Map a Service Region
Click the map icon for a division to open an interactive map, and use the available tools to draw a perimeter around a specific service region within the division. By default, sites are displayed but can be hidden by selecting 'Hide Sites.' Once a perimeter is set, any new site added within this area will automatically be assigned to the service region.