The States feature allows users to manage state, province, district, or similar international geographic regions associated with postal codes. This ensures proper address formatting, tax rate references, and accurate filtering in the WebReg module.
Navigation
Main Menu → Selects → N-Z → States
Applies To: Enterprise, Plus, Basic
Field Details
State Identification
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Abbreviation Code: Use the two-letter postal abbreviation for the state.
- Can be duplicated in multiple records to support the same abbreviation in different countries.
- This field is optional.
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State Name: Full name of the state, province, or district.
- Cannot be duplicated in multiple records.
- Required field.
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Country: Links the state to a country for drop-down filtering in the WebReg module.
- If left blank, the state will not appear in selection lists.
Address and Tax Preferences
- Address Preference: Defines whether State Code or State Name is used when displaying addresses in screens or reports.
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Tax Rate: Specifies the common statewide tax rate for taxable items.
- Must be zero or greater.
- Reference only (not used for actual tax calculations).
Replacing Duplicate State Records
The Replace Duplicates function identifies and removes duplicate state records from the system.
Steps to Replace Duplicate States:
- Click the Replace Duplicates function in the toolbar.
- Follow the on-screen instructions and prompts.
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Upon completion:
- All duplicate state records (based on state names) will be corrected across the system.
- The duplicate records will be automatically deleted from the State table.
Conclusion
Managing state records correctly ensures consistent address formatting, accurate tax references, and efficient filtering in the WebReg module. If duplicate records exist, the Replace Duplicates tool provides an automated solution for system-wide corrections. For further assistance, refer to related articles or contact support.