Town Setup
Define the primary geographic areas (towns/cities) used to organize customers and delivery routes.
How to Open
Menu â Setups â Town
Keyboard Shortcuts
F12 Save F5 New/Clear Esc Close
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How to Use
â Adding a New Row
- Open Town Setup from the menu
- Select the filter dropdown if applicable
- Click New to add a blank row at the bottom of the grid
- Fill in the required columns
- Press F12 or click Save
âī¸ Editing Existing Rows
- Select the row you want to edit in the grid
- Click on the cell and modify the value
- Modified rows will turn light yellow
- Press F12 or click Save to save all changes
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Field Descriptions
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Grid Columns
| Column | Type | Required | Description |
|---|---|---|---|
| Name | Text | â | Name of the town or area. Must be unique. |
| Type | Dropdown | â | Classification of the town: LOCAL = within local delivery range, PREFERRAL = regional / referral, CONTROL = controlled/restricted area. |
| Code | Text | Short code for the town. Must be unique. Used in reports and compact displays. | |
| Active | Checkbox | Active status. Uncheck to hide from dropdowns. A town cannot be deactivated while it still has active sub towns or customers â see Important Notes. |
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Buttons
| Button | Shortcut | What it Does |
|---|---|---|
| đž Save | F12 | Saves all changes. The system will ask for confirmation before saving. |
| â New | F5 | Adds a new blank row to the grid for data entry. |
| â Close | Esc | Closes the Town Setup screen. |
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Important Notes
Towns are Parents: Each town contains one or more Sub Towns. Set up towns first, then add sub towns.
Town Type: Use LOCAL for nearby delivery areas, PREFERRAL for outside areas, and CONTROL for restricted regions.
Cannot Deactivate a Town in Use: If you uncheck Active on a town that still has active sub towns or active customers, the save is refused and a message lists what is blocking it. Deactivate those records first, then the town. Nothing is saved when the save is refused â including any other rows you edited at the same time.
Customers Count Too: A town is blocked by its customers even when every sub town beneath it is already inactive. This prevents live customers being stranded under a retired town.
Deactivating a Whole Area at Once: If you often need to retire a town together with everything under it, enable Cascade Deactivate Sub Setups in Settings. The system then asks whether to deactivate the listed records as well instead of refusing. This is off by default, and a confirmed cascade cannot be undone.