This article shows you how to add a new region in XSite by entering a region ID, name, category, and saving the region so you can organize store locations into logical groups for easier management and reporting.

Before you begin

You must have permission to access Settings or Administration in XSite.

Steps

Add a region in XSiteIO

1. Click the [Settings] icon in the bottom-left corner of the screen.
2. Select [Regions] from the menu.
3. In the Id column, enter a number to identify the new region.
4. In the Name column, enter a clear region name (for example, Eastern Region).
5. In the Category column, select one option from the dropdown:
   1. Default – general grouping for sites
   2. Reporting – custom reporting groups
   3. District – local area divisions
   4. Province – provincial grouping
   5. State – state-level grouping
   6. Area – flexible grouping
6. Click [Add] to save the region.

Add a region in XSite Classic

1. Go to Administration in the left-hand menu.
2. Select Regions.
3. In the Id column, enter a number to identify the region.
4. In the Name column, type the region name.
5. In the Category column, choose one option:
   1. Default
   2. Reporting
   3. District
   4. Province
   5. State
   6. Area
6. Click [Add] to save the new region.

Tips & Warnings

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