Territory

A Territory is a geographical region you do business in.

In TechoERP, a Territory is used to classify Customers, Addresses, in accounting reports, and to allocate sales targets.

To access the Territory list, go to:

Home > Selling > Settings > Territory

1. How to create a 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.
  4. Territory List

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 of this region. This isa

2.2 Setting Sales Targets

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

  1. Item Group
  2. Fiscal Year
  3. Target Qty
  4. Target Amount
  5. Target Distribution

Territory Target

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

  1. Customer
  2. Address