Applies to: RollMaster (RM) Core
Use this article as a reference for the Territory Code Maintenance module, including
Does Not Cover: Retail Lead Management (RLM).
Menu Path: Sales Processing > Territory Code Maintenance
For other Sales Processing programs, refer to the Sales Processing module documentation.
The use of Territory Codes in the system provides valuable additional market research information by Customer. Territory Codes are user defined (meaning you decide what they are to be), but we have included some examples to assist you in developing your own. There are many reports in the system that print by Territory Code, such as Aging reports, Customer Listings, Mailing Labels, and Sales Analysis by Territory Group. As such, Territory Codes have served many purposes among RollMaster clients. The Territory Code option was originally designed to track which territories or regions of your demographic area your customers reside; however, because of additional Branch reporting programming, Territory Codes have evolved into other uses, such as tracking advertising leads, categorizing customers for mailings, and tracking Property Management/Builder/ Developer sales.
During the process of adding a new Customer in the system, that screen will require you to enter a Territory Code in the Sales Territory field. Because of this, at least one Code needs to be set up ahead of time. When you enter this module, the system will prompt a Territory Code Maintenance Screen as follows:
All Territory Codes that currently exist in the system will automatically appear in this screen. The Territory ID column displays the Territory Code, while the Description column displays the description for each code. If you click on a code to highlight that line, you can then right-click the mouse to see two possible options as follows: Edit Territory Code and Delete Territory Code. You can also double-click on an existing code to edit. Please Note: If any relevant sales history exists in your system for a Territory Code, you should not delete that code. To add a new Territory Code, click the Add button at the bottom right of the screen. A new screen will appear as follows:
In the Territory ID field, type in a new up to 8-character alpha-numeric ID. Use the Description field to type a broader description for the ID. When you have finished adding a new ID, click the Save button to continue. If you click the Cancel button first, your data will not be saved.