Quick Summary: Region setup fields determine behavior, reporting appearance, and ERP integration. Configure these settings carefully, as most cannot be edited later without recreating the region.
Why It Matters
Many of the core settings for a region, such as its code and forecasting method, cannot be changed after it has been created without deleting it and losing all its history. Understanding each option’s function upfront is critical to setting up your regions correctly the first time.
Field Reference Table
Field | Description | Important Notes |
Region Level | Specify a level number to create the region in. This can be a new or existing level number. A region level is simply a number indicating the hierarchy. Base locations are always Level 0. If one region is built on level 100 and another on 110, the one on 110 will sit higher in the hierarchy. | Leave space between levels to allow for future additions. Adding a region between level 50 and 100 is easier than between 97 and 98. |
Code | Provide a unique location code of letters, numbers, and/or special characters without spaces. Ideally use a meaningful abbreviation of the region description to make reporting clearer. Do not reuse existing codes. | Tip: Use single-word codes such as |
Description | Provide any meaningful description that will help you easily locate the region in searches. | Keep concise for readability in lists and dashboards. |
Currency | Specify the default currency for the region. | Determines how stock value and order costs are displayed in reports. |
Export Location Code | If specified, this value replaces the location code in downloaded order files. | Use this to ensure that orders created at regional level are loaded against a real location in your host ERP system. |
Distribution Center Vendor Code | If specified, this value replaces the supplying location code in downloaded transfer files. | Ensures transfers are correctly linked to the supplying DC in the ERP. |
Allow Order Creation | Enables creation of purchase orders or DC transfers using this virtual location. Orders can be raised against a supplier at the region or as transfers from the region. | When enabled, individual locations can absorb these orders based on their Recommended Order Quantities (ROQs). |
Allow Outbound Redistribution | Enables the region to send excess stock to another location when the Excess Redistribution module is active. | ➜ For more on this topic, read: Excess Redistribution Feature |
Allow Inbound Redistribution | Enables the region to receive excess stock from another location when the Excess Redistribution module is active. | ➜ For more on this topic, read: Excess Redistribution Feature |
Show on the Executive Dashboard | Enables the Executive Dashboard to display data for this region. | ➜ For more on this topic, read: Executive Dashboard - From data to decisions |
Show Aggregated Data on the Executive Dashboard | Enables aggregated data for the region on the Executive Dashboard. When enabled, filtering the dashboard by region displays data summed from all member locations. When disabled, the dashboard shows data from the region itself. | If aggregation is off, hide the member locations from the dashboard to avoid inflated totals when viewing all locations. |
Show AI Opportunity for This Region | Enables the AI Opportunity Engine to identify and recommend cost-saving actions for the region. | ➜ For more on this topic, read: Netstock AI™ (Opportunity Engine™ Feature) |
Consolidate Forecasts | When enabled, the region’s forecast equals the sum of the linked locations’ forecasts. | Use when branch-level forecasts are accurate and should be aggregated at region level. |
Disaggregate Forecasts | When enabled, forecasts are primarily managed at the region. The region consolidates all member sales histories, calculates a single forecast, and splits it back to each location according to its proportional contribution. | Use when you need smoother forecasts or to manage large sets of branches centrally. See configuration settings for advanced disaggregation controls. |
Consolidate Intra-Region Transfers | Determines whether transfers between two locations in the same region are consolidated. | Note: Disable this option if the region includes any in-transit locations that represent transfers as stock on hand. |
Forecast Mode Constraint | The Consolidate Forecasts and Disaggregate Forecasts options cannot be enabled at the same time. | Forecasts cannot be both summed from individual locations and calculated at region level. |
⚠️ Watchouts
Locked Fields: Once created, fields such as Code and Region Level cannot be edited. Re-creation deletes all dashboard data.
💡 Tips
Plan Ahead: Decide on a consistent naming and numbering convention before region creation.
Validate Mapping: Confirm with your ERP administrator that export and vendor codes align with system expectations.
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