Purpose of Area Master  

The Area Master feature in TruePOS allows businesses to define and manage specific areas or regions where customers are located. This helps in organizing customers geographically and assigning them to specific branches or globally across all branches.

Key Benefits of Area Master  

1. Better Customer Management: Organize customers based on their area for better tracking.

2. Branch-Specific Configuration: Map areas to specific branches or make them globally available across all branches.

3. Streamlined Operations: Easily manage sales, deliveries, or reports for specific areas.

4. Targeted Marketing: Use area-wise segmentation to run targeted promotions or campaigns.
   

Step-by-Step Guide  

Step 1: Navigate to Area Master

1. Go to Master > Customer > Area.

2. This will open the Area Master screen, where you can add, edit, or manage areas.

Step 2: Add a New Area

1. Click on "Add Area".

2. Enter the following details:

• Area Name: Specify the name of the area (e.g., North Zone, South zone, XYZ Region).

• Global/Specific Branch:

• Choose Global to make the area available across all branches.

• Choose Specific Branch if the area is only applicable to a particular branch.

• Branch Selection: If you select Specific Branch, choose the branch where the area will apply.

Step 3: Save the Area

1. After entering the required details, click on Save.

2. The newly created area will now be visible in the Area Master list.

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1. Areas created in the Area Master can be assigned to customers during customer creation or updates.

2. Go to Master > Customer > Add Customer.

3. In the Area dropdown, select the appropriate area.

4. Save the customer details.

• Scenario: A retail store has multiple branches across different locations, such as North Branch and South Branch.

• Solution:

• Create “Downtown Area” and map it to the North Branch only.

• Create “Citywide Area” and mark it as Global to apply across all branches.

• When adding a new customer located in Downtown, assign them to the Downtown Area and link them to the North Branch.
  

1. What is the purpose of the Area Master in TruePOS?  

Answer: The Area Master helps businesses logically organize customers by defining geographical areas and assigning them to either all branches (Global) or specific branches.

2. How do I create an area for a specific branch?  

Answer:

1. Go to Master > Customer > Area.

2. Click Add Area.

3. Enter the Area Name and select Specific Branch.

4. Choose the branch where the area will apply.

5. Click on Save.

3. What happens if I select 'Global' while creating an area?  

Answer: If you select Global, the area will be available for all branches, and customers from any branch can be mapped to that area.

4. Can I edit or delete an area after creating it?  

Answer: Yes, you can edit or delete an area:

1. Go to Master > Customer > Area.

2. Locate the area you want to modify.

3. Use the Edit or Delete option.

5. How can I assign an area to a customer?  

Answer:

1. Go to Master > Customer > Add Customer.

2. In the customer details form, select the desired Area from the dropdown.

3. Save the changes.

6. Can I see reports based on areas?  

Answer: Yes, you can filter reports in the Reports Module to analyze data area-wise for better insights.

Best Practices for Using Area Master  

1. Create areas logically based on your business needs (e.g., cities, zones, or regions).

2. Use Global areas for broader operations and Specific Branch areas for branch-specific operations.

3. Regularly update areas to reflect business expansions or changes.

4. Assign the correct area to customers for better reporting and targeted marketing.