Sales Region
A sales region is the widest geographic split of sales, such as North or South, with the person responsible for it.
What it is for
Sales regions are picked on addresses (the Sales Region column of every address grid) and on customer documents. Region, area and territory are three separate lists: nothing ties an area to a region.
Every field in plain words
General
| Field | What it means | What to put |
|---|---|---|
| Sales Region | The code that identifies the sales region. You type it on New, before Create. | Required. A short code; it cannot be changed once the record exists. |
| Name | The name of the sales region, shown next to the code wherever it is picked. | Required. |
| Responsible | The person responsible for the region. | Optional. Pick from the Responsible list. |
How to configure it
The screen allows import, so a long list can be loaded from a file instead of typed. Which fields are required, greyed, hidden or pre-filled for a company is set on Organizational Structure Setting, in its Default Parameters grid, and one user can differ through User Parameter Value.
What it is connected to
- Picked on Project, Project Quotation in Assets and projects.
- Picked on Bank Accounts, Sales Budget in Cash and bank.
- Picked on these company setup screens: Company.
- Picked on Lead, Merchant in CRM and expenses.
- Picked on Site, Warehouse in Inventory.
- Picked on Release Vendor In Legal Entity, Vendor, Vendor In Legal Entity in Payables.
- Picked on Dealer, Rental Order, Rental Quotation in Real estate and rental.
- Picked on Customer, Customer In Legal Entity, Customer Invoice, Release Customer In Legal Entity in Receivables.
- Picked on Lead, Sales Order, Sales Order Journal, Sales Quotation in Sales.
- Picked on Account, Warehouse in Warehouse.
If something looks wrong
- Save refuses because the code already exists. Codes are unique. Open the existing record from the list instead, or pick another code.