Territory
A Territory is a geographical region you do business in.
In OneHash, a Territory is used to classify Customers, Addresses, in accounting report, and to allocated sales targets.
To access the Territory list, go to:
++Home > Selling > Settings > Territory++
| 1. How to create a Territory
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Go to the Territory list, click on New.
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Tick 'Group Node' if there'll be sub-territories under this Territory. For example, France is a group Territory and Paris is a sub-territory.
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Save.
You can add multiple sub-territories under a parent territory. On saving, a territory can be selected in transactions and reports.
| 2. Features
2.1 Assigning a Territory manager
You can assign a Territory Manager who looks after the Sales of this region.
2.2 Setting Sales Targets
Here you can set specific sales targets based on the following fields:
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Item Group
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Fiscal Year
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Target Qty
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Target Amount
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Target Distribution
To know more about setting sales targets, visit the Sales Person Target Allocation page.
| 3. Related Topics| |