How do I Customize Sales Territories in Distributors App?

Updated on June 25, 2020 07:06AM by Admin

  • Log in and access Distributors App from your universal navigation menu.
  • Click on the More(...) icon and select the Settings.

  • In the Settings page, click on Distributors and select the Territories from the left navigation panel.
  • You can view all the List of Enabled and All Terrorists.
  • Click on the Create button.

  • Enter the Name and the Description of the territory.
  • Click on the Create button to complete.
Create Territory

  • The territory will be created successfully and added to the list.
  • To add the Sub Category, click on the Create Sub Territory icon to create.
Territory list

  • The Create Territory page will be opened in which parent territory will be created as the United States. 
Sub Territory

  • Then, add the Name and the Description and click on the Create button.
  • The Sub Territory will get created under the selected Parent Territory.
Sub Territory Created

  • You can view the create Territory and the Sub Territory at the time of creating the Distributor.
Add Territory

  • By clicking on the “+” icon, you can view the all enabled Territory.
Search and select

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