Sales Areas
Sales Areas define the geographical locations or market segments where your company sells. Assigning an area to customers and their branches lets you filter reports and track performance by territory, and areas are often tied to the salesperson responsible for them.
How to Access
Go to the Sales tab, click Settings in the top right corner, and pick Sales Areas from the list.
Use Sales Areas when the split is geographical. If you need to group customers by something other than location — buying power, product mix, financial potential — use Sales Groups instead.
Sales Areas List View
| Column | Description |
|---|---|
| Area Name | The name of the territory, such as Global, North Region, or a specific city. |
| Inactive | A toggle switching the area between Active (No) and Inactive (Yes). |
| Actions | The pencil icon renames an area; the trash can deletes it. |
Tick Show also Inactive at the bottom of the list to see deactivated areas. Deactivating rather than deleting lets you retire an old region while keeping its historical data intact.
Adding a New Sales Area
Clicking + Add New opens an inline row at the top of the list, so there is no popup to work through.
| Field | Required | Description |
|---|---|---|
| Area Name | Yes | The name of the new territory. Must be unique — two areas cannot share a name. |
- + Add saves the new area to the list immediately.
- Cancel clears the input and closes the inline row.
Where this is used
- On the customer branch record, so every transaction for that branch inherits the area.
- As the Sales area field on quotations, orders, deliveries and invoices.
- As a filter and grouping in sales analysis reporting.
An area that is already used on transactions cannot be deleted. Set it inactive instead — deleting would break the history that reports depend on.
Related pages
- Sales Groups — grouping customers by something other than location
- Sales Persons — the staff who cover these areas
- Direct Sales Order — where the Sales area field appears
- Sales Types — price lists and tax inclusion