An area represents a specific geographical location in which the client is building homes. This screen allows the user to create new areas. An area may also be known as a "community" or a "project." Areas are the method used within WMS to group the jobs or lots on which homes are built at the specific location. When creating areas, be sure to have the division in which the area belongs currently open.
From the Setup menu, selectAreas.
Or, click the 
Areas icon on the Setup toolbar. The following screen displays:
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Within the Areas screen, move columns as necessary by selecting the column heading, holding the left mouse button down, and dragging and dropping the column to a different location on the screen. The columns can be arranged in any order. To resize any column, place the cursor on the line between two fields. Hold the left mouse button down, and move the cursor left or right to resize the column. |
On the Areas toolbar, selectAreas > New Area.
Or, on the Areas toolbar, click the Create a New Area icon. The Area Information screen appears.
Within the General tab, type the name or description of an area representing a specific group of jobs or lots, up to 50 characters, in the Area Description field.
If necessary, change the area number in the Area Number field. By default, this field contains the ID number that is assigned automatically by WMS.
The division cannot be changed; it is automatically selected when the area is created based on the division currently open. Divisions represent an entity within a company that works with specific areas and specific jobs in those areas. Each area must be assigned to a division.
Type the address information for the area within the Address, Address2, City and Zip Code fields.
Click the State drop-down menu and select the appropriate state.
Type the county in which the area is located in the County field.
Enter the primary phone number in the Phone field.
Enter the primary fax number in the Fax field.
Enter the primary e-mail address in the E-mail field.
To add the new area, clickOK at the bottom of the Area Information screen. The new area displays in the list of areas on the Areas screen.
To save the new area, click . Or, to cancel the new area, click .
Continue setting up the area by populating the remaining tabs.
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The new area will be added to WMS with minimal information by completing the previously outlined steps. Additional information will need to be completed on the Scheduling tab, Sales Center tab, and Purchasing tab. See Setting Up Areas - Scheduling, Setting Up Areas - Sales Center, Setting Up Areas - Purchasing for additional information. |
Creating Areas - Scheduling Tab
Creating Areas - Sales Center Tab
Creating Areas - Purchasing Tab