Dental Lab Customer & Production Management

Customer Territories Maintenance

Customer Territories Maintenance

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Customer Territories Maintenance

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Usage: If your lab has Sales people that are assigned to particular territories, this list is where each territory must be defined. This feature may be used in conjunction with Sales People.

 

Navigation:   File > Global Settings > CRM Lists > Customers > Territories

V12 - Customers - Territories

Customer Territories Maintenance form

hmtoggle_arrow1How to add a new Territory:

1.Click V9 - New and the New Territory form will open.                                

2.Enter the new Territory name.

3.Check Inactive if you wish to add this territory but you do not want to use it yet. Inactive territories will be marked with 1 in the grid.

4.Click V9 - OK and the new record will be added.
hmtoggle_arrow1How to update a Territory name:

1.Select the Territory record you wish to update by clicking on it.

2.Click V9 - Modify and the Modify Territory form will open.                                

3.Enter the new name in the Territory field.

4.Change Inactive option if necessary. 

5.Click V9 - OK and the changes will be saved.
hmtoggle_arrow1How to delete a Territory:

1.Select the Territory you wish to delete by clicking on it.

2.Click V9 - Delete

3.Select YES when prompted for confirmation. 

Please Note: The record will be deleted from the database, but you may add it back at any time.

 

See also:

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