Countries Management

The Countries Management screen allows administrators to manage the list of countries used throughout the application for addresses, customers, branches, and other location-based records.

Countries defined here are referenced by other areas of the system, so maintaining an accurate and consistent country list is essential.

Accessing Countries Management

To access this screen:


    • Navigate to General in the main navigation bar
    • Select Countries

Countries Grid Overview

The Countries grid displays all configured countries and includes the following information:


  • Country ID – The unique identifier or code for the country
  • Country Name – The primary country name used in the system
  • French Name – An optional translated country name
  • Short Code – A standardized country abbreviation
  • Last Modified By – The user who last updated the record
  • Last Modified On – The date the record was last modified

Each row includes Edit and Delete actions.


Search, Filter, and Grid Controls

The Countries grid includes tools to help you quickly locate and manage records:


  • Column filters for Country ID, Country Name, French Name, Short Code, and modification details
  • Search bar for keyword-based searching
  • Sorting by column headers
  • Export, refresh, and column customization options

Creating a New Country

To add a new country:


    1. Click + New Country
    2. Enter the following details:
      • Country ID – A unique country code (for example, ISO-style codes)
      • Country Name – The full country name
      • French Name – Optional translated name
      • Short Code – A short standardized abbreviation
    1. Click Save Country to create the record
    2. Click Cancel to discard changes

The new country will immediately appear in the Countries grid.



Editing an Existing Country

To edit an existing country:

    1. Click Edit next to the country record
    2. Update any of the editable fields:
      • Country ID
      • Country Name
      • French Name
      • Short Code
    1. Click Save Country to apply your changes
    2. Click Cancel to abandon edits

All changes are saved immediately and reflected throughout the system.


Deleting a Country

To delete a country:

    1. Click Delete next to the country record
    2. Confirm the deletion when prompted


Important:
Countries that are already in use by other records (such as addresses, customers, or branches) may be restricted from deletion to prevent data inconsistencies.


Best Practices

  • Use consistent and standardized country codes
  • Avoid deleting countries that are actively referenced elsewhere in the system
  • Review changes carefully, as country data is shared across multiple modules


Navigation Grids, Search and Filters

This screen uses a standard grid controls for searching, filtering, sorting, and managing records.

The grid provides the following tools:


  • Column filters to narrow results by specific fields (such as IDs, names, notes, and modification details)
  • Inline search fields below column headers for quick, column-specific filtering
  • Global search bar for keyword-based searching across visible data
  • Column sorting by clicking column headers
  • Grid actions including export, refresh, auto-fit columns, and column visibility customization

For detailed instructions on using grid search, filters, and column controls, see Navigating Grids, Search, and Filters.

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