TheocBase/TheocBase

Find Territories Assigned to a Certain Publisher

Select <strong>Publisher</strong> in the <strong>Group by</strong> box.

The territory list box displays now the list of publishers who are assigned to a territory. Search for the name of the publisher and expand the corresponding node.

Find Unassigned Territories

Expand the <strong>Not assigned</strong> item.

Click the <img src="../images/territory_check_out_24x24.png" alt="" width="24" height="24" /> button on the <strong>Assignments</strong> tab to add a new row in the assignments table.

If the territory is already assigned to someone, the current day is set as <strong>Completed</strong> date, and the territory is assigned to the same publisher again with the following day as <strong>Checked out</strong> date.

Enter the date in the <strong>Assigned</strong> field when the territory has been assigned.

Completed

Enter the date in the <strong>Completed</strong> field when the territory has been turned in.

Territories - Addresses

Territories

Add an Address

Select a territory.

Click the <img src="../images/territory_add_address_24x24.png" alt="" width="24" height="24" /> button on the <strong>Addresses</strong> tab to add a new row in the addresses list box.

Enter the address components in the <strong>Add address</strong> dialog.

Note:

The necessary fields may vary from country to country.

Tip:

Try different approaches if no or a wrong address is found like entering or omitting fields such as <strong>Country</strong> or <strong>State</strong>.