Create Areas

To create an Area, follow the steps below.

  1. On the Locations Destination landing page, click the Organizational Hierarchy card. Alternatively, from the Home Experience select Organizational Hierarchy from the Product Map or Suggestions list view. The Organizational Hierarchy page appears.
  2. When the Organizational Hierarchy page opens, the company will be selected and displayed in the focused card with all chains in the company listed in child cards below. Select the chain under which you will to create an area, or search for the desired chain by keying a partial or full chain ID or name in the Ask Oracle search bar at the top of the page. The chain will become the focused card.
  3. With the desired chain as the focused card, choose the Create Area option from Overflow menu. The New Area drawer appears.

    Figure 3-8 New Area Drawer

    New Area Drawer
    1. At the top of the drawer, the hierarchy tree is displayed, showing the hierarchy levels above the area being added as read-only fields.
    2. In the Area field, enter a unique number. This field is a required field.
    3. In the Name field, enter the name of the area. This field is a required field.
    4. In the Manager field, enter the name of the manager who is responsible for the area.
    5. In the Currency field, enter, select or search for the area's currency code.
    6. The Translations section is enabled when all required details are entered. Click Create Translation button to add translations. The New Translation page appears.
      • For more information see the "Translate Data" chapter in the Oracle Retail Merchandising Do the Basics User Guide.
    7. Then choose one of the following options.
      • Click Create to save the area and close the drawer.
      • Click Cancel to reject all entries and close the drawer.