Sales Areas

Sales Areas define the geographical locations or market segments where a company sells its products and services. These are often assigned to specific salespeople who are responsible for that territory. By assigning a Sales Area to customers and their branches, the user can accurately filter reports and track performance; however, if the user needs to group customers based on criteria other than location, Sales Groups can be utilized instead for better organization.

How to Access

To manage these locations, go to the Sales tab -> click the Settings in the top right corner -> and pick Sales Areas from the list. This section allows the user to organize customers by location for better logistical and sales tracking.

Sales Areas List View

The list provides a simple overview of all registered sales territories:

• Area Name: The name of the territory, such as "Global," "North Region," or a specific city name.

• Inactive Management: By ticking the Show also Inactive box at the bottom of the list, the user can view every sales area, including those that have been deactivated. From here, the user can use the red Inactive toggle to switch an area between Active (No) and Inactive (Yes). This allows the user to retire old regions while keeping historical data intact.

• Actions: Click the Pencil icon to rename an area or the Trash Can to delete one.

Adding a New Sales Area

When the user clicks + Add New, the system allows for quick, inline adding directly at the top of the list:

• Area Name (Input Field): Type the name of the new sales territory directly into the empty box.

• + Add: Click this button to instantly save the new area to the list.

• Cancel: Click this to clear the input and close the inline adding row.