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Ava Pa allows customers to be easily split into sales regions. The splits, naming and designations of these regions is entirely user defined. There are a number of reports which are based on regionally allocated customers and employees. Creating new regions can only be carried out by a user with supervisor privileges.

Creating and maintaining Sales regions

To create and use (sales) regions, there are a few simple steps. These are broken down into three stages:

• Create the regions.
• Allocate the customers to their regions.
• Allocate staff to customers.

The steps to create and use (sales) regions

• Create the regions.

From any record card go to setup on the menu

Select the section with your customers (this may be labelled Hospitals, Locations, Clients, Customers, Sites or other depending on how you have customised Ava PA). It will be the second item on the list. If a dialog box appears click ok to continue

Select Region, Sales Region or "Trust or Region"

Add a new region by clicking on the new button.
Title it and set an abbreviation in the two text areas
When you have added all the new regions you require, click ok  to save.

• Allocate the customers to their regions.

Only the Customers or Clients are allocated to Sales regions. The departments follow the Customer or Client record card.

Select the customer record card
Open the details window.

Select the Region drop down list and select the region.
Save.

• Allocate staff to customers.

When an employee is allocated to a customer, they automatically become part of that customer's region. This means Ava easily accommodates employees who live on the edge of a region or are willing to travel and may work in multiple regions.
To allocate staff to a customer: go to the record card for the employee (this also works if you got to the record card for the customer where the instructions are simply reversed).
On the menu bar select View, Likes, Will work for

If you are allocating an employee to work throughout a region, you may select just that region.

The list of customers for that region is now selected.
Simply tick the appropriate entries.

Once the list has been completed and saved, the list of all (approved) locations will appear in the top right.

If you need to check something, you can use the contact button to phone, email or text the employee to double-check the situation.

Related points:

• Setting up a new region

If you are setting up a new region and do not yet have customers but need to allocate workers to the region, then create a (dummy) record card for a customer, give it the name of the Region but do not add any departments to it. You may then allocate employees to that region by ticking will work for that (dummy) record card. At a later date the dummy card can be archive to "Do not use"

• Restricting a Consultant to a specific region

This is is done in set up menu for consultant users

• Customers who span more than one region.

If you have a customer who spans more than one region you will need to create a record card for each region. More often than not, these organisations will have regional offices and require separate invoices. Simply title the regional cards appropriately E.g. "Large chain (Birmingham)", "Large chain (London)" etc.

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