Sales Territories

Description

Sales territories can be used to split customers into different areas, and assign salespeople based on the area in which they are located, instead of assigning the salesperson manually to each customer.

Setup

The Territories table is a standard Business Central table, and iDynamics Commissions extends the app so that you can assign a territory to:

• Customers
• Ship-to Addresses
• Post Codes
• Country/Regions
• Areas

Sales documents

In the case of sales documents, the app will assign the territory automatically when you change the ship-to address of the document. To do that, the app will check, in this order:

• If the ship-to address has a territory assigned (if not using the default ship-to address for the customer).
• If the ship-to post code has a territory assigned.
• If the ship-to country/region has a territory assigned.
• If the customer has a territory assigned.
• Repeat the first three steps using the sell-to address.

This means that, for example, if your company divides territories based on the country/region where the sale is done, you could assign a territory to each country/region, and the app would assign it to each sales document automatically.