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Sales Zone

Sales Zone records a zone of sales.

Where
Not on any menu (OSSZ)
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​

The rule people get wrong: nothing picks a sales zone today, and the screen is not on any menu. Use Sales Region, Sales Area and Sales Territory instead.

Every field in plain words​

General​

FieldWhat it meansWhat to put
Sales ZoneThe code that identifies the sales zone. You type it on New, before Create.Required. A short code; it cannot be changed once the record exists.
NameThe name of the sales zone, shown next to the code wherever it is picked.Required.
BlockMarks the sales zone 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​

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.