By Administrator on December 19, 2022
Beginner

A Territory is a geographical region you do business in.

In LENS Core, a Territory is used to classify Customer's Region and Addresses and to allocated sales targets.

To access the Territory list, go to:


Home > Offer > Setup > 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, Germany is a group Territory and DE01 and DE02 are sub-territories.
  3. Save.

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.

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

3. Related Topics

  1. Customer Group
  2. Customer


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