Territories

Overview

Territories are used to define which areas are assigned to groups of users. This can be done for salespersons and for technicians. Performance reporting depends on salespersons and technicians being assigned to the right territory. Summary performance reports can be produced by grouping together the results for groups of salespersons or groups of technicians. 

Sales Reporting Overview

If you were setting up sales reporting from scratch. You would proceed as follows:

• Create a user in the user list for every salesperson and check the "salesperson" checkbox on those users.
• Create a territory in the territory list for every sales territory and check the  "is salesperson" checkbox on those territories. You may include users being salespersons on a list attached to the territory. That list is only stored on the territory and is not copied onto transactions. So you can only make use of the current list of users on the territory. The system does not retail which users used to be on territories at any point in the past.
• Create the customers you need. Then for each customer fill in the sales territory and primary sales person on the customer settings tab>sales reporting tab
• Then as you process sales orders and/or service orders specify a customer. The primary salesperson from the customer card, if any, is copied to the sale order
• When the orders are shipped or invoiced. The sales order salesperson (not the customer's primary salesperson)  is copied from the sale order. Also, the cards sale territory is copied from the card where there is a card on the shipment or invoice and the card has a sales territory at the time the shipment or invoice is created
• Each night a refresh cubes task runs in the background and compresses sales history figures from the sale invoices (or shipments) based on the salesperson on the transaction (not the card primary salesperson) and territory (not the card territory on the card ) on those transactions
• If you want to run a report on sales based on salesperson or territory :
  • If you run the report from sale invoices or sale invoice lines. You can break up your sales based on the current primary salesperson and sales territory on cards. By totalling on the customer. territory and customer.primary sales person or you can break up your report based on the historical territory and sales person at the time the invoice was completed. By totalling on sale invoice.territory and sale invoice.salesperson
  • If you run a report using cubed data. You are always reporting on the historical salesperson and territory that was in place at the time the transactions were completed, not based on the primary salesperson (from the card)now, which may be different.
• Sales reports can be run from the invoice list, list reports, and analysis reports. In all cases, those reports are based on the rules above.

Getting started with territories

• Setting up a new territory to enable sales performance or service performance reporting

Reference

Fields

User Tab

Cards Tab

Budgets Tab

Note Tab