Add and manage new territories

Description:

This article will help you to understand the steps to perform in case there is a new territory to be added and mapped to the office.

Step 1: Log in to Parent Organization and Navigate to the Database Section from the left navigation menu

Scroll the Navigation bar to the bottom until you find the territories option. This option is available under Additional Module Section.

Click on Add Button on Territories Listing Page and Fill the Form.

Please Note: It is very important to clone data from territories. If you do not select this option then you will have to manually add pricing for all the materials etc in every office to which this territory belongs.

Here we have chosen California, CA as the territory to clone from which means all data such as adders, discounts, panels, etc which are set up for California will be replicated to this newly created territory. Fill out the form and click on Add.

Step 2: Add Territory Zip Codes

Once you have added a new territory the next step is to add zip codes to those territories. To do so, click on the Territory Zipcodes menu from the left navigation.

Click on Add Button and add the zip code.

Step 3: Add Territory to the Office organization

To do so, log in to the desired office organization and go to the sections of the database. Under databases scroll to the Additional Module where you will find the Territories option. Under the territories listing option click on Add button.

This will open a form, fill in the details and save it.

In this form:

• Select the territory you have created in the parent organization.
• Select the territory from where you have to copy the details into this newly created territory. In this case, we are cloning all data from California territory to Arizona Territory.