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Overview

 

Excerpt

Adding regions of origin to product categories will assist the procurement team and help them identify where products should be bought from.

Regions of Origin 

Adding new Regions of Origin or editing existing ones can be done by following the steps below:

  1. Go to Setup > Settings > Shipping> Regions of Origin option.
  2. Add the Region's Name and Code and click on the "Add" button to add a new one.
  3. To edit or delete a particular region of origin go under the "Actions" column and click on delete or edit as needed.

To manage categories follow the below:

  1. Go to Setup > Products and click on the "Categories" link.
  2. Search the product category needed, click on "Edit".


  3. On the edition screen locate the "Region of Origin" field and start adding the regions needed for that product category. Hit the enter key and the regions of origin will be displayed as tags on the product categories. New regions of origin can also de added from this screen.

Regions of Origin per Product

To tag products with their regions of origin follow the steps below:

  1. Go to Setup>Products and search for the item that a tag will be added for.
  2. From the "Actions" column click on "Edit" to edit the product that will be tagged.
  3. A new window will pop up, on the "Regions of Origin" field type in the regions where the item comes from.
  4. Save the changes.



  5. Once added, any procurement user will be able to filter by region of origin on the Bulk Purchasing Mode in case the user wishes to create the PO based on the origin of the items on the product needs list.

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Note

Tags on products will have priority over tags on categories.

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