Territory Admin allows you to create custom territories that are collections of countries useful for your organisation (e.g Europe).By default there are a number of Territories that are all ready configured in the system, these are specifically listed in the Onix standard.
This page will take you through the process of Creating, Editing and Deleting a Custom Territory
To start working with Custom Territories you need to navigate to the General menu section and then select Territory Admin.
You will see a list of any custom territories that you have created.
Creating a territory
To Create a custom territory click on Create New:
The following Window will open and you should fill in the relevant fields:
Copy Existing? If you want to start from a territory that has previously been setup click on Select and this will bring up a list of existing Territories clicking on this will automatically populate the Countries and you can then amend the list.
Name: Provide a short concise name for the Territory
Show as Localisation: If you are using Localisations for generation of descriptive texts the you should check this box if you want this Territory to appear.
Flag: If you want to use a flag to indicate the Territory then you can select one from this list.
If the flag that you wish to add to this is not shown on the list then please submit a request to the helpdesk using this link: New Flag Request.
Code: It is advisable to provide a short code for the Territory Name.
*Description: An area for you to provide a fuller description.
Country: Choose the relevant countries adding in the drop down menu.
Click Update when you are finished.
Editing a Territory
To edit a specific Territory you should navigate to the Territory List Screen : General then Territory Admin
Choose the territory that you wish to edit, by clicking on the name.
The territory screen will open - an example is listed below.
The countries included in the territory are clearly listed in the grey bar towards the bottom of the screen.
Adding and removing countries is achieved by selecting and deselecting them from the drop down list.
Deleting a Custom Territory
To delete a custom territory you should navigate to the Territory List Screen : General then Territory Admin
Select the territory you wish to remove by checking the box to the left of the territory name.
Click on remove selected.
The territory will be deleted from the system.
If you try and remove a territory from the list that is in use in the system, then you will get an error message stating Error Territory still in use by Book(s) you will need to clear all use of the territory from the system before removing it.