TheocBase/TheocBase
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Find Territories Assigned to a Certain Publisher
Find Territories Assigned to a Certain Publisher
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Select <strong>Publisher</strong> in the <strong>Group by</strong> box.
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.
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.
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Find Unassigned Territories
Find Unassigned Territories
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Expand the <strong>Not assigned</strong> item.
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.
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. -
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.
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.
Enter the address components in the
<strong>Add address</strong>dialog. -
The necessary fields may vary from country to country.
The necessary fields may vary from country to country.
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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>.
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>. -
Click on the <strong>Search</strong> button.
Click on the
<strong>Search</strong>button. -
Select a row in the results list and click on the <strong>OK</strong> button.
Select a row in the results list and click on the
<strong>OK</strong>button. -
Click in the <strong>Name</strong> field of the new row in the addresses list box and enter a name.
Click in the
<strong>Name</strong>field of the new row in the addresses list box and enter a name. -
Click on the <strong>Type</strong> field and select the type of the address.
Click on the
<strong>Type</strong>field and select the type of the address. -
You can choose a default address type in the <a href="settings_territories.html#default_address_type">settings</a>.
You can choose a default address type in the
<a href="settings_territories.html#default_address_type">settings</a>. -
Select the territory where you want to import the addresses.
Select the territory where you want to import the addresses.
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Click the <img src="../images/import_24x24.png" alt="" width="24" height="24" /> button on the <strong>Map</strong> tab.
Click the
<img src="../images/import_24x24.png" alt="" width="24" height="24" />button on the<strong>Map</strong>tab. -
In the <strong>Import territory data</strong> dialog select the option <strong>Addresses</strong>.
In the
<strong>Import territory data</strong>dialog select the option<strong>Addresses</strong>. -
Click on the <img src="../images/browse_folder_24x24.png" alt="" width="24" height="24" /> button next to the <strong>Filename</strong> field.
Click on the
<img src="../images/browse_folder_24x24.png" alt="" width="24" height="24" />button next to the<strong>Filename</strong>field. -
Select a CSV-file in the <strong>Open file</strong> dialog.
Select a CSV-file in the
<strong>Open file</strong>dialog.