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Set up State

Who does this: hospital administrator Where: General Masters › Location Masters › State Set up before: Country

A state is the second level of an address, under a country. It can be a state or a union territory. The list comes pre-loaded, so you only need this screen to add a missing one or correct a detail. Districts and cities are added under a state.

The State list with codes, names, type, short names and country

Add a state​

  1. Go to General Masters › Location Masters › State.

  2. Click Add. The state form opens.

  3. Enter the State Name, choose Is State or Is Union Territory, and enter a State Short Name if you use one.

  4. Click Country Name and pick the country. Type in Search to find it quickly. The state form with the Country Name list open and its Search box

  5. The fields are:

    FieldWhat to enterRequired
    CodeFilled in automatically when you save.—
    State NameThe state's name, for example Ladakh. Up to 50 characters.Yes
    Is State / Is Union TerritoryWhich kind of region it is.No
    State Short NameA short code in letters only, for example LA. Up to 15 characters.No
    Country NameThe country the state belongs to.Yes
    StatusLeave on Active.—

  6. Click Save. You return to the list.

Change or deactivate a state​

  1. In the list, click the ⋮ button at the end of the row and choose Edit. The row menu with the Edit option
  2. Change the fields you need. To hide the state from address lists, switch Status to Inactive.
  3. Click Save.

States cannot be deleted. Make a state Inactive instead.

Good to know​

  • Each state name must be unique.
  • If a country is missing from the Country Name list, add it in Country.
  • Export to csv downloads the list. Import loads states from a file.
  • Click Back to List to leave the form without saving.
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