Articles on: OneCRM | Selling

Territory Settings

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. How to create a Territory

Go to the Territory list, click on New.
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.
Save.



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

2. Features

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.

3. Related Topics| |
Customer
Creating an Address in OneHash CRM

Updated on: 30/12/2021

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