| 1. Sales Territory |
| 1.1. Prerequisites for Sales Territory |
Complete the attached worksheet and "Mark as Completed RoadMap Section B Item 2-b" before continuing the setup.
User MUST have full rights to the "System Setup" in System Security . Users with “Supervisor Rights” will automatically have access.
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| 1.2. Introduction for Sales Territory |
This screen is used to assign geographical sales territories and is used in the Customer Information Module. Some examples are: The user may optionally assign a territory to a customer for purposes of grouping sales and other business considerations. |
| 1.3. Fields & Definitions for Sales Territory |
This screen is used to assign geographical sales territories and is used in the Customer Information Module. Some examples are: The user may optionally assign a territory to a customer for purposes of grouping sales and other business considerations. |
| 1.4. How To ..... for Sales Territory |
| 1.4.1. Setup Sales Territory | ||
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The following screen will appear:
To modify this screen, the user must click on the Add or Delete button and supply the password. That action will enable the screen. Pressing the Add button will enable the data entry box at the bottom of the screen for the user to enter new data. Selecting an existing Sales Territory and pressing the Delete button will remove the selected information. The user must Save or Abandon changes after adding a Sales Territory.
These items may be sorted in any order by clicking on and dragging the box on the left side, to the (vertical) position desired. This order will be the order displayed in the pull downs when using this list in other modules within the system. Suggestion: Have the one most used at the top of the list. Where Used:I n the Sales Rep setup screen and the Customer Information screen.
«Mark as Completed in RoadMap Section B Item 2-b» |
