Territory

A Territory is a geographical region you do business in.

In OneHash, a Territory is used to classify Customers, Addresses, in accounting report, and to allocated sales targets.

To access the Territory list, go to:

Home > Selling > Settings > Territory

1. Go to the Territory list, click on New.
2. Tick 'Group Node' if there'll be sub-territories under this Territory. For example, France is a group Territory and Paris is a sub-territory.
3. Save.

You can add multiple sub-territories under a parent territory. On saving, a territory can be selected in transactions and reports.

2.1 Assigning a Territory manager

You can assign a Territory Manager who looks after the Sales of this region.

2.2 Setting Sales Targets

Here you can set specific sales targets based on the following fields:

• Item Group
• Fiscal Year
• Target Qty
• Target Amount
• Target Distribution

To know more about setting sales targets, visit the Sales Person Target Allocation page.

1. Customer
2. Creating an Address in OneHash CRM

Updated on: 01/04/2023