System ➔ General ➔ Countries ➔ Territories
This document provides you the steps to create or maintain territories.
The territories that have been created can be used to:
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.
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.
Keep in mind: All fields with the “!” icon are mandatory.
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.
Type a code for the territory. You can define up to a maximum of five characters. This information is mandatory. Once saved, this information cannot be edited.
Type a description for the territory. This information is mandatory.
Click this to save the territory.
Click this to create another territory.
Click this to exit.
Click this to add a new sales employee.
Click this to delete the data of the selected sales employee.
Note: This icon is enabled only when a sales employee is selected.