Steps

Add a region in XSiteIO

1. 1
   Click the [Settings] icon in the bottom-left corner of the screen.
2. 2
   Select [Regions] from the menu.
3. 3
   In the Id column, enter a number to identify the new region.
4. 4
   In the Name column, enter a clear region name (for example, Eastern Region).
5. 5
   In the Category column, select one option from the dropdown:

   1. a.Default – general grouping for sites
   2. b.Reporting – custom reporting groups
   3. c.District – local area divisions
   4. d.Province – provincial grouping
   5. e.State – state-level grouping
   6. f.Area – flexible grouping
6. 6
   Click [Add] to save the region.

Add a region in XSite Classic

1. 1
   Go to Administration in the left-hand menu.
2. 2
   Select Regions.
3. 3
   In the Id column, enter a number to identify the region.
4. 4
   In the Name column, type the region name.
5. 5
   In the Category column, choose one option:

   1. a.Default
   2. b.Reporting
   3. c.District
   4. d.Province
   5. e.State
   6. f.Area
6. 6
   Click [Add] to save the new region.

Tips & Warnings

• Region IDs must be unique. If the ID is already in use, the region will not save.
• Choose the category carefully. It affects how the region appears in reports.
• Creating a region does not move stores automatically. Stores must be assigned to regions separately.
• Use clear, consistent names. This helps avoid confusion when running reports later.