Exact Globe+

Creating and maintaining territories

Menu path

System ➔ General ➔ Countries ➔ Territories

Introduction

This document provides you the steps to create or maintain territories.

The territories that have been created can be used to:

• generate reports on sales commissions, and
• assign a sales employee to the respective territories.

Each territory is linked to a group of sales employees and managed by a single sales manager. The territories linked to the sales employees will also be imported or exported when importing or exporting the XML files of the sales employees. A sales employee record can be deleted only when it is not linked to any territory, debtor, and/or sales transactions.

Note: The System ➔ General ➔ Countries ➔ Territories menu path is available only if you have selected the Use sales commission check box in the Sales commissions section of Order settings. For more information, see Order settings.

What version are you using?

The information in this document is applicable to product update 407. If you have versions lower than this, certain features explained here will not be applicable.

How do I create a territory?

1. Go to System ➔ General ➔ Countries ➔ Territories.
2. Click New.
3. At Territory code, type the code for the territory.
4. At Description, type the description for the territory.
5. Click Save, and then click Close.

Keep in mind: All fields with the “!” icon are mandatory.

How do I edit the description of an existing territory?

1. Go to System ➔ General ➔ Countries ➔ Territories.
2. Select the relevant territory.
3. Click Open.
4. At Description, edit the description for the territory.
5. Click Save, and then click Close.
   

How do I assign sales employees to a territory?

1. Go to System ➔ General ➔ Countries ➔ Territories.
2. Select the required territory.
3. Click Open.
4. Under the Sales employees section, click the Add icon to assign sales employees to the selected territory.
5. In the Sales commission screen, click the Browse icon at Person to browse for an employee.
6. Click Select to select an employee, and then click Save.
7. Click Close, or click New to assign another sales employee.

Note: A person is considered as a sales employee if he is an employee, a contractor, student, temporary employee, or partner of an organization, who has been assigned with the Representative role, and is currently active. For more information, see Creating and maintaining entries for people and Overview of roles.

How do I remove assigned sales employees from a territory?

1. Go to System ➔ General ➔ Countries ➔ Territories.
2. Select the required territory.
3. Click Open.
4. Under the Sales employees section, select the relevant sales employee.
5. Click the Remove icon, and the selected sales employee will be removed.

How do I delete a territory?

1. Go to System ➔ General ➔ Countries ➔ Territories.
2. Select the relevant territory, and then click Delete.
3. A message to confirm the deletion will be displayed. Click Yes to delete or No to cancel.

Related documents

• Creating and maintaining entries for people
• Inserting and deleting columns
• Invoice settings
• Order settings
• Overview of roles
• Overview of territories