Introduction
Welcome to this comprehensive guide on Territory, a feature in Empress that can help you streamline and manage your business operations in a geographical context.
Introduction to Territory
In the Empress system, a Territory denotes a geographical area where your business is active. The Territory feature plays a pivotal role in classifying customers and addresses, generating financial reports, and distributing sales targets. It essentially helps you segregate and organize your business operations based on geographical lines.
Accessing the Territory Feature
To access the Territory feature, follow these steps:
Navigate to:
Home > Selling > Settings > Territory
Creating a Territory
To create a new Territory, the procedure is straightforward:
- Go to the Territory list and click on New.
- If the new Territory will include smaller regions (sub-territories), check the ‘Group Node’ box. For example, ‘France’ could be your Territory, while ‘Paris’ is a sub-territory within it.
- Click Save.
You can add as many sub-territories as necessary under a parent territory. Once saved, the territory can be selected in transactions and reports, helping you monitor business activity in that area.
Key Features of the Territory Feature
Appointing a Territory Manager
Empress enables you to assign a Territory Manager to each region. This manager is responsible for overseeing sales operations within that particular Territory, enabling you to delegate authority and responsibility.
Setting Sales Targets
One of the key benefits of the Territory feature is the ability to set specific sales targets. Empress allows you to set these targets based on several parameters:
- Item Group
- Fiscal Year
- Target Quantity
- Target Amount
- Target Distribution
Concluding Thoughts
Understanding and effectively using the Territory feature in Empress can significantly enhance your sales and accounting processes. By creating territories, assigning managers, and setting sales targets, you can structure your business operations more efficiently and monitor progress within different geographical regions.
Successful implementation of territories can positively impact your business’s sales performance and customer relationship management. Therefore, it is vital to create, manage, and utilize territories wisely in Empress.
For further assistance or more detailed information, please refer to our non-technical resources or contact our support team.