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Stores and regions are the organisational backbone of the portal. Every store belongs to a region, and employees, orders, and reporting all tie back to stores.
Navigate to Stores & Regions from the sidebar under Organisation.

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Regions

Regions group stores geographically (for example “Gauteng” or “Western Cape”).

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Viewing regions

Switch to the Regions tab:

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Creating a region

  1. On the Regions tab, click Create.
  2. Enter a Code and Name.
  3. Click Save.

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Stores

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Viewing stores

The Stores tab (default) shows: Search by name or number, and filter by region.

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Creating a store

1

Open the create dialog

Click Create on the Stores tab.
2

Enter store details

  • Store Number: unique identifier
  • Name: store display name
  • Region: select or type-to-create a region (required)
  • Division: optional; select an existing division or type a new one
  • Area Manager: optional
  • Address: store address
3

Save

Click Save to create the store.

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Deactivating and deleting

Select records with the checkboxes, then use the bulk toolbar:
  • Deactivate hides the records from active views while preserving history.
  • Permanent Delete removes the records and all dependent data (employees, orders) in one transaction.
Permanent deletion cannot be undone. All employees, orders, and other data linked to the deleted store or region are removed with it.

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Bulk importing stores

Bulk import lives on the Data Import Hub, including the CSV format and the option to auto-create missing regions.