1. TERRITORY MANAGENET: IT REPRESENT THE EXTERNAL VIEW OF THE
COMPANY.
CUSTOMZIATION:
STEP1: DEFINE NUMBER RANGE
SPRO - IMG - CRM - MASTER DATA - TERRITORY MANAGEMNT - DEFINE NUMBER
RANGE
SET NUMBER RANGE AS PER BELOW
Y2 - 101 -999
STEP2: DEFINE TERRROTY HIERARCHY LEVELS
PATH: SAME MENU PATH, SELECT DEFINE TERRITOY HIERARCHY LEVELS
CLICK NEW ENTREIS ,
SETUP TERROTY LEVEL AS PER BELOW SPECIFICATION
Territory Level Level Description Offset Length Auto Generate Territory ID
0 Company 0 2
1 Line 2 3 (enabled)
2 Region 5 4
3 Area 9 8
NOTE: FOR LEVEL 2, ENTER THE NUMBER Y2 FOR AUTO CREATION OF ID.
CREATE TERRITOY HIERACHIES:
LOGING WEBUI WITH SALESPRO BUSINESS ROLE
PATH: SALES OPERATION – TERRITORY
ENTER THE TERRITORY ‘SAMSUNG’ AND ID ‘SM’
PRESS ENTER,
SELECT THE LINE ‘SAMSUNG’ AND CHOOSE CREATE FOR CREATING THE LEVEL 2
HIEARCHY,
2. ENTER THE TERRIORTY ‘TV’ AND PRESS, NUMBER IS DETERMINED
AUTOMATICLLY FOR THIS LEVEL2. SIMILARY CREATE ANOTHER PRODUCT
LINES ‘MOBILE’ & ‘AC’
SELECT THE LEVEL 2 HIEHRARCY LIKE ‘TV’ AND CLICK ON NEW FOR CREATE
LEVEL3 HIERARCHY.
ENTER THE REGION ‘ANDHRA’ AND ID. SIMILARY CRETE SEVERAL REGIONS LIKE
TAMILNADU, KERALA…
SELECT THE LINE OF LEVEL 3 (ANDHRA) CLICK ON NEW FOR CREATE LEVEL 4
HIEARCHY.
ENTER THE CITY ‘HYDERABAD’ AND ID. SIMILARY CREATE THE OTHER AREAS.