Territories are set up for easy assigning of Tax Jurisdictions and/or Sales and Rep organization to Customers. If a new Customer is added to the database and the zip code is within an established territory, you will be asked if you want to assign the internal Salesperson, Rep or both. The Tax Jurisdiction will automatically be assigned is one exists.
Territories for automatically entering Sales and Tax jurisdictions
Play Movie: p5_Terri.MOV
When: Records menu > Territories is chosen, and there is more than one Territory established an Output screen opens as shown above.
If there are no Territories established, a screen opens to inform you there are no records. Go to: Action menu > Add Record to initiate the creation of a "Territory" record.
The Input screen is where addition or modification of a record occurs. Use 5 digits for the zip codes when assigning a territory.
Territories are set for either Sales or Tax:
a. Zero, (0) for Sales
b. One, (1) for Taxes