Sectors

Purpose

The Sectors module maintains the list of sectors offered on the customer record. It is a simple reference list: a sector is nothing more than a name, then reused to qualify each customer.

The contents of this list are entirely up to you. Most companies use industry sectors — Construction, Food processing, Public sector, Retail — but nothing prevents you from recording a sales or geographic breakdown instead: the application simply stores the label you choose.

Who can access this module?

The module is visible to accounts holding the Technical data right, and to every account flagged as an administrator.

Access

• Menu: Technical data → Sectors
• Address: /secteurs
• Screen title: Secteurs

The sector list

The top bar holds ☰ side menu, 🏠 home, the name of the signed-in account, the language selector and the account menu. This screen has no search field: it displays the complete list of the workspace's sectors, on a single page.

The table has only two columns:

Column	Contents
Secteur	The sector name.
Action	✏️ Edit and 🗑️ Delete.

Clicking a row highlights it; clicking again clears the selection.

Creating a sector

1. Click the ➕ button at the top left of the table. The Ajouter nouveau secteur window opens.
2. Enter the Nom du secteur (sector name).
3. Click Enregistrer (Save).

The green message « Secteur créé avec succès » confirms the save, the window closes and the list reloads.

If nothing happens when you click Save

The name is required, but no message says so: when the field is empty, the Enregistrer button simply does nothing. Check that the field is filled in.

Editing a sector

1. On the relevant row, click the green ✏️ Edit icon.
2. The Modifier un secteur window opens with the current name.
3. Correct the name, then click Enregistrer.

The message « Secteur modifié avec succès » confirms the save.

Renaming updates every customer record

Customers point to the sector itself, not to its label: renaming a sector therefore updates the display on every customer that carries it, all at once. This is the right way to fix a typo.

Deleting a sector

1. On the relevant row, click the red 🗑️ Delete icon.
2. The confirmation prompt « Êtes-vous sûr de vouloir supprimer ce secteur ? » appears.
3. Choose Annuler to back out, or Supprimer to confirm.

The list reloads once the deletion has gone through.

A refused deletion stays silent

If the sector is still attached to customers, the server may refuse the deletion. In that case no message is shown and the row stays in the table. Always check afterwards that the sector has indeed disappeared from the list; if it is still there, it is still in use.

Where are sectors used?

Screen	Role
Customer record — Secteur dropdown	Attaches the customer to a sector. A customer carries a single sector.
Customer status — Profile block	Shows the customer's sector among its reference details.

Good practice

A short list stays useful

Sectors exist to group and compare customers. A dozen labels is usually enough; beyond that, each sector holds only one or two customers and loses its value.

Settle the vocabulary before entering customers

Labels appear exactly as typed on the customer record. Decide on the level of detail up front — Construction rather than Construction structural work Casablanca — to avoid near-duplicates that make groupings unreadable.

Messages and troubleshooting

Situation	Message	What to do
Sector saved	Secteur créé avec succès / Secteur modifié avec succès	—
The name already exists	Secteur en double, on a red background in the window header	Choose another name, or edit the existing sector rather than creating a second one.
Error while saving	Erreur in the window header	Close the window, reload the list and try again; contact support if the problem persists.
Clicking Enregistrer does nothing	No message	The Nom du secteur field is empty.
The sector did not disappear after deletion	No message	It is probably still attached to customers.
The session has expired	Automatic return to the sign-in screen	Sign in again and resume.

Known limitations in this version

• The screen has no search field. Since the list is complete and unpaginated, use your browser's find function (Ctrl + F) to locate a sector in a long list.
• The sort arrows in the column headers are decorative.
• A failed deletion produces no message.
• An empty name produces no message: the Enregistrer button simply does nothing.

See also

• Brands — a reference list built on the same model, for articles.
• Sales management → Customers — the customer record and its Secteur dropdown.