State/Regions and Cities/Suburbs

State/Regions and Cities/Suburbs can be configured in the system settings, making it quicker and easier to add customer addresses while ensuring consistent formatting and accurate information.

In This Article

• Adding States/Regions
• States/Regions Overview
• Adding Cities/Suburbs
• Cities/Suburbs Overview
• When Creating a New Customer

To mange your States/Regions and Cities/Suburbs go to Settings > Customization

Adding States/Regions

Then navigate to States/Regions in the left side menu.

Tip; It is helpful to set up your States/Regions before adding a new Cities/Suburbs but not essential. 

To add a new State/Region click on the button top right.

Enter then name of the State/Region. The County will already be pre assigned to your system.

Once edited press  .

States/Regions Overview

After creating a new State/Region, it will appear in the Overview Panel. From here, you can quickly edit the Name and view the number Cities/Suburbs associated with it as well as the number of customers in that area.  

By clicking the blue numbers in the Suburbs column, you will be redirected to the Cities/Suburbs Overview page, which displays the list of Cities/Suburbs within that area.

By clicking the blue numbers in the Customers column, you will be redirected to the Find Customers page, which lists all customers living in that area.

You can edit or delete entries directly from the Overview Panel. Deletion is only possible if no States/Regions or Customers are associated with the entry.

You can use the search to type in part of a name or the full name of the State/Region to find what you need.

Adding Cities/Suburbs

Navigate to Cities/Suburbs in the left side menu.

To add a new City/Suburb click on the   button top right.

Name - Enter a label for the City/Suburb. This label will be displayed throughout the system and will also be visible to customers.

State/Region - Select the State/Region where the City/Suburb is located from the pre populated drop-down list.

You can add a new State/Region at this point by clicking the

Enter the new State/Region name. 

Once edited press  .

The State/Region will then be available in the drop-down list available to select. . 

Postcode - Depending on your geographic location, some regions will require this field to be left blank, while in others it should be completed as needed.

Once edited press  .

Cities/Suburbs Overview

After creating a new Cities/Suburb, it will appear in the Overview Panel. From here, you can quickly edit the Name and postcode and view the number customers living in that area.  

As shown in the States/Regions Overview, you can link to the Find Customers page by clicking the blue numbers in the Customers column. This will display the list of customers associated with that area.

You can edit or delete entries directly from the Overview Panel. Deletion is only possible if no Customers are associated with the entry.

The search option displays a drop‑down of all States/Regions for quick selection.

When Creating a New Customer

Depending on your system configuration and user permissions, you can add both Cities/Suburbs and States/Regions while creating a new customer record. 

Open the Add Customer form, then select the blue + button located next to the City/Suburb filed.

Enter the name for the new City/Suburb and select the State/Region from the drop-down list.

Once edited press  .

If the State/Region is not available in the pre-populated drop-down list then select the blue + button located next to the State/Region field. 

Enter the name for the new State/Region.

Once edited press  .