Sales Territory Maintenance

Menu Path: Accounts Receivable $Images\bluerarw.gif$ Module Setup $Images\bluerarw.gif$ Sales Territory Maintenance

Purpose

Add, update, or delete territories.

Overview

Use Sales Territory Maintenance to set up territories. You can use territories to track groups of related customers, such as customers in a specific geographical division or of a specific size. A territory can be any type of grouping that is appropriate for your company. After you create sales territories, you can assign customers to the territories in Customer Maintenance.

Adding Sales Territories

To add a new sales territory:

Click the New button in the ribbon.
Enter a sales territory ID in the Territory Id field.
Enter address information for the sales territory in any of the Address 1, Address 2, City, State/Province, Postal Code, and Country fields.
Enter a detailed description of the sales territory in the Description field.
Click the OK button in the ribbon. The sales territory is created.

Updating Sales Territories

To update a sales territory:

Display the sales territory you want to update.
Click the Update button in the ribbon.
Update the sales territory information as necessary.
Click the OK button in the ribbon. The sales territory is updated.

Deleting Sales Territories

To delete a sales territory:

Display the sales territory you want to delete.
Click the Delete button in the ribbon.
Click the OK button in the ribbon. The sales territory is deleted.

Ribbon Home Tab Buttons

Button	Description
Exit	Click this button to close the Sales Territory Maintenance window.
New	Click this button to create a new sales territory. This button is only available if the Main tab is displayed.
Update	Click this button to update the selected sales territory. This button is only available if the Main tab is displayed.
Delete	Click this button to delete the selected sales territory. This button is only available if the Main tab is displayed.
Show Data	Click this button to display sales territory information. This button is only available if you click the Inquiry tab.
OK	Click this button to accept an action. This button is only available if you click the New, Update, or Delete button in the ribbon.
Cancel	Click this button to cancel an action. This button is only available if you click the New, Update, or Delete button in the ribbon.
First	Click this button to display the first sales territory. This button is only available if the Main tab is displayed.
Prev	Click this button to display the previous sales territory. This button is only available if the Main tab is displayed.
Next	Click this button to display the next sales territory. This button is only available if the Main tab is displayed.
Last	Click this button to display the last sales territory. This button is only available if the Main tab is displayed.

Fields and Buttons

Field or Button	Description
Territory Id	Enter the alphanumeric identifier of the sales territory, or click the Lookup button to select an existing sales territory.

Main Tab Fields and Buttons

Field or Button	Description
Address 1	Enter the first line of the sales territory's address.
Address 2	Enter the second line of the sales territory's address.
City	Enter the city for the sales territory, or click the Lookup button to select a city.
State/Province	Enter the state or province for the sales territory, or click the Lookup button to select the state or province.
Postal Code	Enter the postal code for the sales territory, or click the Lookup button to select a postal code. The format of the postal code is based on the country entered in the Country field.
Country	Enter the country for the sales territory, or click the Lookup button to select a country. For information on setting up countries, see Country Maintenance.
County	Enter the county for the sales territory.
Description	Enter a description of the sales territory.

Inquiry Tab Fields and Buttons

Note This tab is disabled if you are editing a sales territory.

Field or Button	Description
Sales Territories	This grid displays sales territories after you click the Show Data button in the ribbon. Double-click a sales territory to select it and display information for it on the Main tab.