An area is a sales territory or region: a province, a district or a market zone you sell into. It is a simple label for grouping customers, agents and sales by region.
When to use it
At setup, to list the territories your company covers. After that you rarely change it.
Where to find it
Masters > Sales > Area.
The fields on this screen
| Field (on screen) | What to enter | Required |
|---|---|---|
| Area Name | Name of the area you want to report sales by. | Yes |
Adding a record
- Open Masters > Sales > Area.
- Click Add / New.
- Enter the Area Name.
- Click Save.
Starter areas
Your demo company comes with Nepal's seven provinces as sales territories: Koshi, Madhesh, Bagmati, Gandaki, Lumbini, Karnali and Sudurpashchim.
Tips and common mistakes
- An area is where you sell (a market region). A Branch is different: it is where you operate from.
- Keep the names at one level (all provinces, or all districts) so reports group cleanly.