Areas

Areas allows you to separate your clientele into different areas. These areas can be organized by state, stores, zip codes, or usernames and passwords. In Areas you will also be able to set up your daily scheduler and time slots for the areas and/or the technicians.

To add an area, the only required field is Area Name. There are, however, several other options that can be selected when creating an area. An explanation of these additional information fields is provided below.

• Area Type allows you to designate what type of area you are creating. In most cases you will be completing sales and tracking inventory in your areas. If this is the case, choose Sales & Inventory. If you are only completing sales in the area, select Sales. If you are only tracking inventory, then  select Inventory instead. Any area with an area type including "Inventory" will show up under the Manage Warehouses link to enable you to assign other areas to that area's inventory warehouse.
• The Address section is only necessary if the address on your contracts is different for this particular area. The default address for every contract is the address you entered in Admin > Preferences page. If you work in different states or have several offices, you may want to put different addresses in these fields so your customers have the address of the closest office to them displaying on their contract.
• Phone and Fax work the same as the address fields. You only need to enter this information if you want customers in this area to have different contact phone and fax numbers for your company other than what you have in your Admin > Preferences.
• Schedule By is a dropdown that specifies how you want to schedule your appointments in this area.  To schedule by technician, select Technician in the dropdown. If you want to schedule by time slot, the Time Slot button will show up under the Other Data column next to the area.
• Sales Tax can be different for each area. If you choose to leave this field blank, sales tax will be assessed according to the zip code on the customer’s account. If you do not wish to enter sales tax, enter “0” in the field.
• E*Connect Area Codes are management area codes assigned to DNS/DNSC areas by E*Connect.  After you enter this information, when you run your E*Connect customer import, the work orders from the file will be divided by management area.  You can bring in several management areas to one of your Agemni areas, under Admin > Areas by entering several area codes separated by a comma followed by a space (e.g., "204, 689").
• DISH and DIRECTV usernames and passwords will need to be entered per area through the 'login data' button to the right of the area information. In addition, the administrative password will need to be entered under 'default data' which you will use for importing commissions and customer updates.
•  Note for E*Connect customers: We have created a security feature for E*Connect logins that prevents Agemni   users from repeatedly using invalid/expired E*Connect user IDs and passwords through Agemni. Once an E*Connect login has been flagged as "invalid," that login will not be available for use anywhere else in Agemni. This is to prevent triggering lockouts from the E*Connect site.
  
• HughesNet retailers may also enter their username and password information for HughesNet under areas.
  • To begin processing HughesNet customers through Agemni, please contact Agemni support with your HughesNet Dealer ID and Login credentials. Once HughesNet has been enabled on Agemni, you may enter your HughesNet username and password information under Admin > Areas for each area you would like to process HughesNet customers in. For the HughesNet company ID field be sure to put in your ID without the "SA-" prefix.
  • After your username and passwords are entered into the system, you will be able to go to the Leads tab where a HughesNet tab will be visible. Click on the HughesNet tab and enter the lead information into the system.
  • Once add the necessary information and hit the Add button, you will be able to enter Credit Card and HughesNet information on the right hand side of the screen.
  • Pricing and contract information will appear once you have selected the correct information for the HughesNet customer.
  • When all data has been entered correctly, hit the Submit button and the customer's information will be sent to HughesNet.
  •  Convert the lead to a customer in Agemni, and create an invoice with the HughesNet information entered previously.
• Limit techs by zip code allows you to assign specific technicians jobs that are in specific zip codes. This is a great feature for companies with nationwide areas who want to assign specific areas/zip codes to specific techs.
  • **Note** For DNSC installation companies, an E*Connect Area Code field has been added that allows you to enter the various DNSC management area codes to be installed in each area within your database. So when you run your E*Connect Customer Import, the work orders from the file will be divided by management area. This field appears after clicking on the E*Connect Area’s name. From here you can eparate multiple codes with a comma.
• Active Checkbox must be selected to activate and use an area. If this box is not selected when creating an area, it will automatically become inactive and will n be an available option in your dropdowns. So it's important to mark areas as active. 
• The Inactive link allows you to see all areas you have deactivated. If you don’t see an area in a dropdown, you either don’t have rights to that area or it’s marked as inactive. You can activate areas that are inactive on this page.
  • **Note** Once an area has been created you will need to assign the area to your employees or they will not be able to access and use the new area created.  For more information, please see Areas under Preferences below.  Also note, if you would like to add your office hours to your 3rd party contracts, you can add this data to either the Admin > Preferences > Prefs page, or to individual areas on the Admin > Areas page.          
• Daily Schedule is where your monthly schedule will appear which can be viewed at a glance for a specific area.
• Additional note for Security Companies: Note that when adding a new area in Agemni you must contact someone at Security Network and make and association to the new affiliate in ASIS. If you have further questions about this please contact Agemni Support at our support number.

Time Slots Button:  is where you set up the actual appointment time slot ranges for each day of the week. First, select an area, then click a specific day and create your time slots. You are able to create up to 5 time slots. You need to indicate the maximum number of installs you are able to have at one time. The max installs per slot is 999. Make sure to enter at least one time slot or it will not be available to schedule out. Hit Update when you are finished to save changes.

• Give this Schedule to all Areas Give this schedule to all areas is allows you to assign the same time slots to every area if you want. If you do not want this, please create different time slots for each area.

Warehouses: We have added a new option for area management. You can now set up Inventory Areas (or warehouses) from which multiple sales areas can pull inventory. Go to "Admin > Areas" first to define your areas as Sales, Inventory, or Sales & Inventory. Once each area has been classified, click the new "Warehouses" menu option to assign sales areas to warehouses. Then going forward, inventory used on an invoice from a sales area will be pulled from the associated warehouse.

NOTE** Agemni CMS now supports area time zones (previously only one global time zone for an entire company was supported). If you wish to turn on this feature, go to "Admin > Areas" and edit your existing areas time zone. Initially they will all be listed as "Default" which means they use your company's global time zone listed under "Admin > Preferences." We only recommend setting up area time zones if your area users are physically residing in those areas, otherwise time-stamps may become confusing for sales agents.