Summary
This guide covers Regional Settings allow you to define the regions where your company does business (e.g. South America). The countries and states that you setup under regional settings will be the options that are available when a user is entering address details for an account contact or a company. Contact addresses can be further utilized by other system features (e.g. applying taxes to charges based on the address of the account contact).
In this guide we will cover the process of adding a country (Canada) and demonstrate the ability to add stock and user defined states/provinces in the LogiSense Billing application. Countries and states are used in the system to define location details on account contacts and companies.
For more information on regional settings and the information and settings on the regional settings screens see the content found under the Regional Settings article.
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Countries and states can be setup immediately, there are no prerequisite configuration steps.
Sample Configuration
Adding a Country
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Setup / Users & Accounts / Company
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Next Steps
Various settings under the Owner configuration must be reviewed and configured before moving on to other base system configuration tasks.
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The first step is to ensure financial settings are configured as desired, see the Financial Settings Configuration Example article for an example configuration