Manage Territory Geographies

This example shows how to create a territory zone hierarchy using territory zone types, territory zones, and geographies.

Create a territory zone type and a top-level territory zone, then create more territory zones below the top-level territory zone, and add geographies to the zones.

Creating a Zone Type and Zone

This example shows how to define a territory hierarchy with Pacific Northwest and Pacific West as sales regions. To start the configuration of the hierarchy, you must create a zone type and zone.

1. On the Manage Territory Geographies page, Zones Hierarchies region, click Actions and then Add Zone.

2. On the Add Zone page, click Create New Zone Type, and enter Country Sub Division in the Zone Type field.

3. Create your first zone under the Country Sub division zone type by completing the fields, as shown in this table:

   Field	Value
   Name	West Coast Sales
   Code	WEST_COAST
   Start Date	1/1/11

4. Click Submit.

Creating Zones Below Another Zone in the Hierarchy

This example shows how to create two territory zones below the West Coast Sales zone.

1. On the Manage Territory Geographies page, Zones Hierarchies region, select the West Coast Sales zone that you have just created.

2. Click Actions, and then Add Zone.

3. On the Add Zone page, click Create New Zone Type, and enter Country Sub Division Regions in the Zone Type field.

4. Create a new zone by completing the fields, as shown in this table:

   Field	Value
   Name	Pacific Northwest Sales
   Code	PAC_NW
   Start Date	1/1/11

5. Click Submit.

6. On the Manage Territory Geographies page, Zones Hierarchies region, select the West Coast Sales zone again.

7. Click Actions and then Add Zone.

8. Click the Use Existing Zone Type option, and select the Country Sub Division Regions zone type.

9. Complete the fields, as shown in this table:

   Field	Value
   Name	Pacific West Sales
   Code	PAC_W
   Start Date	1/1/11

10. Click Submit.

Adding Geographies to a Zone

This example shows how to add geographical boundaries to the Pacific West Sales zone.

1. On the Manage Territory Geographies page, Zones Hierarchies region, select the Pacific West Sales zone.

2. Click Actions and then Add Geography.

3. On the Add Geography page, enter United States in the Country field, and then click Search.

4. On the Add Geography page, enter CA in the State field, and then click Search.

5. Select CA, and click OK.

6. Click Submit.

7. On the Confirmation window, select Add geography only, and then click OK.

8. Repeat steps 1 to 7 to add more geographies to the Pacific West Sales zone and Pacific Northwest Sales zone.