A region is a consolidated view (report) of aggregate information across the locations that are linked to that region. It’s a virtual location used only for planning purposes. In other words, if ordering is done by region, the supplier can’t be expected to deliver to this location, as it does not exist.
In the example below, we have 4 branches (locations). All 4 branches have their own individual sales history and stock on hand information as well as recommended order quantities (ROQ) for the items ranged at that location. These can be viewed as base level locations or “level zero” locations in the app.
A region is simply a view of the aggregated information from these branches for planning or reporting purposes:
One use case for using a region, is if individual locations or branches have inconsistent sales history, resulting in less than optimal forecasts. Consolidating the sales history across all locations in the region will allow for more accurate forecasting at the region level.
Refer to Regional forecasting options & pros and cons for a detailed explanation of how this can be achieved.
Question: Can a region be imported?
Answer: No! It can only be set up inside the app. Refer to How to set up and configure a region
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