How To: Using 05-41 Branch Grouping (05-90-02)

Overview

This selection is used to create branch groups, which can be used on certain Sales Analysis GUI Reports. Instead of only having the option to select a single region/branch or all regions/branches for a report, you can create one or more branch groups, which contain the specific branches that you want to include/exclude from the report.

To use one of the groups created here, simply select it from the ‘Region’ drop-down list on any of the Sales Analysis GUI Reports.

Table of Contents

• Creating a New Branch Group
• Changing an Existing Group
• Deleting an Existing Group

Creating a New Branch Group

1. Click the Add button. The ‘Add New Record’ window opens.

2. In the ‘Grouping’ field, enter a code (up to two characters) that identifies this group.

3. If you want to include/exclude branches from only one region in this group, select a region from the ‘Region’ drop-down list. Select All to include/exclude branches from all regions in this group.

4. Enter a description for the group in the ‘Description’ field.

5. If you are including specific branches in this group, select Include from the ‘Include or Exclude’ drop-down list. If you are excluding specific branches from this group, select Exclude from the drop-down list.

6. In the ‘Branches’ field, enter all branches, separated by commas, that you want to include or exclude from this group.

7. Click Add.

8. The window closes and the group appears in the listing.

Changing an Existing Group

1. Click an existing group.

2. The ‘Update/Delete Record’ window opens. Make any necessary changes to the fields.
• The ‘Grouping’ field cannot be modified.

3. Click Update.

Deleting an Existing Group

1. Click an existing group.

2. The ‘Update/Delete Record’ window opens. Click Delete.

3. Click ‘Yes’ at the confirmation prompt.