Territory Configurations Functional User Manual Explained: Setup, Logic, and Examples

Territory Configurations Functional User Manual

Territory Configurations

Territory Configuration Listing

Territory Creation

Step 1: Enter Territory Name 

Step 2: Click the Class dropdown and select a class from the list

Step 3: Click the State(s) dropdown and check the boxes for the states you want to include 

Step 4: Click the Sales Rep dropdown and select the desired representatives

Step 5: Click the Postal Code(s) + icon to open the postal code popup 

Step 6: Click Import Postal Code(s)

Step 7: Select your Excel file and click Open

After importing, the system will display postal codes as per the file

Note: If your Excel file uses custom column names (e.g., "ABC", "XYZ"), the system will treat the first column as the State Code and the second as the Postal Code

Step 8: To manually add postal codes, use the dropdown to select from the list and choose Include Or Exclude, Click Add to List to confirm your selections 

Step 9: Click the Delete icon next to the postal code 

Step 10: Confirm by clicking OK to delete, or Cancel to abort the action
 

To Delete:

Step 11: Multiple postal codes: Select checkboxes and click Delete Selected Rows, A single postal code: Click the delete icon next to it.

Step 12: Once done, click Add All Postal Codes

Step 13: Choose Billing or Shipping Address 

Step 14: Select Start Date and End Date

Step 15: Click Add Territory

Edit Territory

Click the Expand icon to view territory details

Step 1: Click the Edit icon to enable editing 

Modify the territory name, dates, or address type using dropdowns

Step 2: Click Save to apply changes or Refresh to cancel edits 

A success message will confirm the update

Class Tab

Step 1: Click the Edit icon

Step 2: Select a new class name from the dropdown 

Note: The system does not allow changes to the Class ID

Step 3: Click Save or Refresh to cancel 

State(s) Tab

Step 1: Click Add 

Step 2: Select desired states via checkboxes, and click Add again 

A success message will confirm the addition 

Step 1: Click the Delete icon next to the states

Step 2: Confirm by clicking OK to delete, or cancel to abort the action

A success message will confirm the deletion

Postal Code(s) Tab

Step 1: Click Add to open the postal code popup

Note: Same process as in Add Territory Postal Code section

Sales Rep Tab

Step 1: Click the Edit icon

Step 2: Click drop down icon and select sales rep from list

Step 3: Click Save to apply changes or Refresh to cancel 

A success message will confirm the update

Delete Territory

Step 1: Click the Delete icon next to the territories

Step 2: Confirm by clicking OK to delete, or cancel to abort the action

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