Regions Manager

 

The Region Manager tool is a feature in WebAlliance which allows you to group each of your inventory locations based on geographical location.  You can then restrict a user to see only inventory from their region wherever inventory or location-based data is found on the site.  This would include the inventory summary, inventory details, available pickup locations, etc.

This can help streamline your inventory display process, making it easier for your customers to know what is in stock in their area (not just at their location).  This is also useful in cases where you might want to limit the inventory certain customers see to that available in their region in order to help preserve available inventory in other regions.

You'll find the Region Manager in the Site Manager menu in the site Admin Panel.  You can also access it from the Regions tab of a location in the Inventory\Pickup Locations tool.

The Regions Feature is designed strictly to limit what inventory a user will see for items throughout the site and what pickup locations are available in the cart.  This tool will NOT affect what items appear for a user. This tool also does NOT prevent a user from purchasing inventory outside of their region. WebAlliance assumes all items are sellable at all locations.

How to Add a Region

1. The "Add New Record" button gives you the option to create a region.  You will be shown a text box that lets you enter a recognizable, "friendly" name for the Region.

2. The Edit button allows you to change a region's friendly name, should you need to do so.

3. The Delete button removes the region from the region list; it does not, however, affect any of the individual locations that might have been included in the region.

How to Add a Location to a Region

To add a location to a region, first navigate to the Inventory/Pickup Locations tool by way of the Site Manager menu on your Admin home page. Once you choose to edit a location, you will be able to add the location to an already existing region.

1. To access a location's region settings, this tab must be selected.

2. This link will allow you to quickly navigate to the Region Manager tool.

3. To add a location to a region, select the "+" symbol on the desired region.

Adding the same location to more than one region is not within the intended functionality of this tool and is not supported.  There is a limit of 55 regions inside the Region Manager tool. A warning will be displayed at 50 regions.

Inventory Detail/Pickup Options

The Inventory Detail/Pickup Options allows you to designate what a User sees depending on the selection you make.  

  • Show all Locations-  Selecting this option will allow the User to see inventory in all your locations 
  • Show only the locations in the User's Region-  Choosing this option will allow the User to only see Inventory within their region and exclude all other locations.
  • Show only the User's Default location-  Setting this option will only allow the User to see inventory from their default location and will exclude all other locations.