Sales Territory

A Sales Territory is an area that a sales representative is responsible for and may consist of a customer or a combination of region and product type. A sales territory is generally assigned to a sales rep and used to track sales for calculating sales commissions.

Before you can add a sales territory region, you must first set up regions and attach the states that you would like to be related to the region. This is completed through the CRM module. Use the Address Setup feature to add states and territories. To add a region, edit the state or territory record to select or add a region.

Important! You must have your states and regions within the territories set up correctly for commissions and territories to work correctly. If you fail to add a region to the correct state and a sale is made in that region, NetForum will not correctly process the commission for the sales rep who made the sale.

Once you are certain your regions are correctly set up within your states, you are ready to begin specifying sales territories by sales rep.

Adding Records

1. On the group items bar, select the Sales Territory group item.
2. On the Sales Territory group item, select Add Sales Territory group item link.

3. The Add — Sales Territory page will display.
4. Select a sales rep (required). The sales rep must have been set-up previously through the Admin module. See Sales Setup for more information.
5. If the territory is a specific customer, search for and select the customer. If you select a customer, the region and product type drop down lists will no longer display.
6. Select a region from the region drop down list.
7. Select a product type from the product type drop down list.
8. Enter begin date and end date if there is a time limit involved.
9. Click Save.