Regional Setting Configuration Example

Summary

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.

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.

Prerequisites

• Countries and states can be setup immediately, there are no prerequisite configuration steps

Sample Configuration

Adding a Country

1. Log into the LogiSense Billing application

2. Click on the Setup menu then under Regional Setting click Countries

   

3. On the screen that loads click in the Countries to Add field and select the country or countries you wish to add. In this example we will add Canada

   

4. Click the + Add button and the country will be added in an un-saved state

   

5. Click Save to commit the changes and add the country

6. Click on the country in the list to view and define additional country details

   

   Name: the name of the country (e.g. ‘Canada’)
   Country Code: the two letter country code defined in ISO 3166 (e.g. ‘CA’)
   Postal Code Type: enables postal code validation for either Canadian postal codes or U.S. zip codes
   Address Format: indicates what address details are required when populating address details on an account contact/company

Adding a State/Province

After a country has been added you can add a state/province beneath it by doing the following:

1. Click on the Setup menu then under Regional Setting click Countries

2. Under the Country List select the country you wish to add a state/province to. In this case we will be selecting ‘Canada’

   

3. To add predefined states/provinces to the country click in the States to Add list at the bottom of the Edit Country panel. In this example we will add ‘Ontario’ and ‘Quebec’

   

   Note: if the state/province you need to add is not in this list you can create a new state. See the Adding a New State/Province section below for instructions.

4. Click the + Add button to add the provinces to the country in an un-saved state

   

5. If desired, click the arrows or drag and drop the states to set the order that they will appear in within state lists

6. Click Save to commit the changes and add the states to the country

   

Adding a New State/Province

If the state/province you wish to add is not included in the system by default it can be added using the Add New State button next to the States tab. To do this follow the steps below:

1. Click on the Setup menu then under Regional Setting click Countries

2. Under the Country List select the country you wish to add a new state/province to

3. In the Edit Country panel next to the States tab click the button

   

4. On the Add State modal that appears enter the state or province Name and two letter ISO 3166 Abbreviation

   

5. Click Add and then Save in the Edit Country panel to add the new state to the country

Result

The country & state can now be added to system entities that contain address details, as shown below.

Account / New / Contacts

Setup / Users & Accounts / Company

Next Steps

• Various settings under the Owner configuration must be reviewed and configured before moving on to other base system configuration tasks. The first step is to ensure financial settings are configured as desired, see the Financial Settings Configuration Example article for an example configuration