Manage sales territories

1. Go to File > Customer > Territory.
2. Click New.
3. In the Territory box, type a new reference code, and then press the Tab key. Reference codes can be up to 5 alphanumeric characters.
4. Type a Description.

   

5. Click Save.

1. Go to File > Customer > Master.
2. In the Customer box, search for or type the customer.
3. Click Edit.
4. On the Setup page, click the General tab.

   

5. Select or type the Territory you want to assign to the customer.
6. Click Save.

1. Go to File > Customer > Territory.
2. In the Territory box, type of search for the one you want to edit, and then press the Tab key.
3. Click Edit.
4. Make the necessary changes and then click Save.

Before you delete the territory, reassign all of the customers in that territory to a different territory. You can do this through the Customer Mass Change screen. Update data in bulk using mass change.

1. Edit a territory as described above. Go to File > Customer > Territory.
2. Click Delete.

   

3. On the confirmation message that appears, click OK.

You can generate a report on all customer territories.

1. Go to File > Customer > Territory.
2. Click Report.

   

3. On the Field Selection pop-up, click OK.
4. On the Print Document pop-up that appears, click View.