Sales Territory

A sales territory is a patch a salesperson or team covers, with its responsible person.

Where

Organizational Structure › Sales Structure (OSTR)

Who uses it

The implementation consultant or the system administrator

When

Once, while the company is being set up, and whenever a new one is needed

Needs first

Nothing

What it is for

Sales territories are picked on addresses and on customer documents. They stand on their own: nothing ties a territory to an area or region.

Every field in plain words

General

Field	What it means	What to put
Sales Territory	The code that identifies the sales territory. 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 territory, shown next to the code wherever it is picked.	Required.
Responsible	The person responsible for the territory.	Optional. Pick from the Responsible list.
Block	Marks the sales territory as blocked.	Tick or leave clear. The pick lists other screens use for it do not check this tick, so a blocked record can still be picked.

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.