A territory is a sales zone or region. Territories can nest (a region can contain several zones), so you can lay out your sales coverage as a tree.
When to use it
At setup, to map out your sales regions and zones. Add to it as your coverage grows.
Where to find it
Masters > Sales > Territory.
The fields on this screen
| Field (on screen) | What to enter | Required |
|---|---|---|
| Code | Short code for this territory. Keep it unique. | Yes |
| Name | Name of the territory. | Yes |
| Type | What it represents: a route, sales zone, project site, region or other. | Yes |
| Parent | The territory this one sits under, such as a region above a zone. Leave it blank for a top level. | No |
| Notes | (not explained yet) | No |
Adding a record
- Open Masters > Sales > Territory.
- Click Add / New.
- Enter a unique Code and Name and choose a Type. If this territory sits under another, pick the Parent.
- Click Save.
Starter territories
Your demo company comes with three regions (Eastern, Central, Western) and a sales zone under each (Koshi, Bagmati, Gandaki).
Tips and common mistakes
- The Type is required, so pick one of the five options. A blank Type is rejected with a clear message.
- Build the top-level regions first, then add zones under them with the Parent field.
- The Code must be unique.