1. Click +Add Region.
2. Code: short code reference, maximum of 10 characters.
3. Region: the name of your Region, e.g. ‘Eurozone’.
4. Company: the Company that is responsible for the Region.
5. Invoice Numbering: what code to display as a prefix for invoice numbering to use: Account Category, Company, or Region. NOTE: This relies on ‘shortcode invoice numbering’ being turned on for your instance. Please contact our customer success team to have this setting changed.
6. [Optional] Default Tax: the Tax that generally applied to sales in this Region.
7. [API only] Hide from Website: whether to display this Region on your website.
8. Click the Countries tab.
9. Select the Country you wish to add to this Region.
10. Repeat the previous step until you’ve added all the Countries you require.
11. Click Save.

Your Region will then be displayed in the table of Regions.

Edit a Region

Please note that if you change your Countries mapped to a Region: - Red: will be removed after you save - Green: will be a new addition after you save - Blue: an existing item

Red: to be removed, Green: new addition, Blue: existing item

1. Click on the Region you wish to edit.
2. Make your desired changes.
3. Click Save.

Your Region will then be updated in the table of Regions.

Delete a Region

Note
You won’t be able to delete a Region if any Events, student registrations, Prices, or Invoices are allocated to the Region.

1. Click on the Region you wish to edit.
2. Click Delete Region.
3. Confirm.

Your Region will be removed from the table of Regions.

Locations

Administrate stores a list of Locations that are used when creating Events. Once Locations have been added, they’ll be available when creating Events. Locations are linked to Regions. Therefore, when creating a Public Event, Administrate will know which price to charge each student, based on the Price added to the Region. A Region can have multiple Locations, but a Location may only belong to a single Region.

1. Click the Locations tab (if you’re not already in it).
2. Click Create Location.
3. Enter the details of the Location, as follows:
   • Name: the name of your training location; generally the official name to be used in communications
   • Code (optional): a short code for the Location; oftentimes this may reference a code in an external system
   • Region: the trading zone that your Location belongs to
   • Default Tax: the Tax that generally applies to Sales in this Location
   • Time Zone: the time zone that generally applies to an event using this Location
   • Description (optional): any additional relevant information for the Location
   • Website: a URL associated with the Location
   • Address: fields for the full mailing address of the Location; the Country field must be filled in if any other address fields are entered
   • Geographic Coordinates: fields for the latitude and longitude for the Location
4. Click Save.

Your Location will be added to the table of Locations.

Edit a Location

1. Click the Locations tab (if you’re not already in it).
2. Click on the Location you wish to edit, or click on the Location menu at the far right of the Location in the table, then click "Edit".
3. Make your desired changes.
4. Click Save.

Your Location will be updated in the table of Locations.

Delete a Location

Note
You won’t be able to delete a Location if any Events are allocated to the linked Region. Please amend any Events linked to that Region before continuing.

1. Click the Locations tab (if you’re not already in it).
2. Click on the Location menu at the far right of the Location in the table.
3. Click Delete.
4. Confirm deletion.

Your Location will be removed from the table of Locations.

Workplaces

Workplaces allow you to group multiple locations into a single Workplace.  Contacts and Instructors are assigned a workplace to help match the locations available to attend or teach trainings. To learn more, see Workplaces.