Territories

Territories are the geographical sales areas where accounts and contacts are located. This information can assist Sales Managers in decision-making and can be used as filters in preparing sales reports. Territory information can be provided on company, travel agent, source, and contact Profile screens. Once Territories have been configured, they can be linked to the postal codes (Configuration>Profile>Cities and Postal Codes). When a new account or contact profile gets created and the combination of country code and postal code range has a territory code linked to it, the territory code will default in the Territory field in those profile screens.

Select Configuration>Profile>Geographical Data>Territories to set up sales territories. The Territories screen appears.

The Territories screen shows the following information.

Code. Code that represents the territory.

Description. Description of the territory code.

Seq. Number that controls the position of the territory in displays.

Adding and Editing Territories

To create a new territory, select the New button from the Territories screen. To modify an existing territory, highlight your choice on the Territories screen and select the Edit button. The Territories - New or Territories - Edit screen appears. You may also inactivate and delete unused territory codes.

Provide the following information and select the OK button.

Code. Enter a code for the territory (for example, NA for North America, AU for Australia, etc.).

Description. Enter a description for the territory code.

Display Seq. Enter a number that will control the position of this territory when listed in screen displays. Territories that do not have a display sequence number appear in alphabetical order following the territories that have a sequence number assigned.

Inactive. Select this check box to inactivate the current territory code. Leave unchecked for active codes. You can also inactivate a code from the main grid by highlighting the code and selecting the Inactivate button. Inactive codes will not be available for selection on a profile, but will be available for selection in filters and queries. If you want to delete a code, you must first inactivate it and then delete it. Only inactive codes that are not currently applied to a profile can be deleted.

Button Functions

Search. Select to search for the Territories code based on the search criteria that has been entered.

Move Up. Select to move the Territories code up in the display sequence.

Move Down. Select to move the Territories code down in the display sequence.

New. Select to create a new Territories code.

Edit. Select to edit the highlighted Territories code in the grid.

Inactivate. Select this button to inactivate the highlighted code in the grid.

You can also inactivate a code from the Territories - New or Territories - Edit screens by selecting the Inactive check box.
Inactive codes will not be available for selection on a profile, but will be available for selection in filters and queries.
If you want to delete a code, you must first inactivate it and then delete it. Only inactive codes that are not currently applied to a profile can be deleted.
Inactivated sales information codes can be viewed on the User Activity Log. Select Miscellaneous>User Activity Log. Then, on the User Activity Log screen, select Activity Group>Configuration.

Delete. This button displays when the Show Inactive check box is selected in the Search criteria and only inactive codes display in the grid.

If you want to delete the highlighted inactive code, select the Delete button. If the highlighted code is still associated with a past or future profile, you will see the message, "Cannot delete. Record has dependent records." In this case, you must first go to the specific profile screen and delete the code from the corresponding field.
Deleted sales information codes can be viewed on the User Activity Log. Select Miscellaneous>User Activity Log. Then, on the User Activity Log screen, select Activity Group>Configuration.

Close. Select to exit out of the Territories configuration screen.