TheocBase/TheocBase
-
Select the row in the territory assignments list box that you want to remove.
Select the row in the territory assignments list box that you want to remove.
Select the row in the territory assignments list box that you want to remove. -
Click the <img src="../images/territory_discard_24x24.png" alt="" width="24" height="24" /> button.
Click the
<img src="../images/territory_discard_24x24.png" alt="" width="24" height="24" />button.Click the<img src="../images/territory_discard_24x24.png" alt="" width="24" height="24" />button. -
Find Territories Assigned to a Certain Publisher
Find Territories Assigned to a Certain Publisher
Find Territories Assigned to a Certain Publisher -
Select <strong>Publisher</strong> in the <strong>Group by</strong> box.
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.
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
Find Unassigned Territories
Find Unassigned Territories -
Expand the <strong>Not assigned</strong> item.
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_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.
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.
Enter the date in the
<strong>Assigned</strong>field when the territory has been assigned. -
Completed
Completed
-
Enter the date in the <strong>Completed</strong> field when the territory has been turned in.
Enter the date in the
<strong>Completed</strong>field when the territory has been turned in. -
Territories - Addresses
Territories - Addresses
Territories - Addresses -
Territories
Territories
Territories -
Add an Address
Add an Address
Add an Address -
Select a territory.
Select a territory.
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.
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.Enter the address components in the<strong>Add address</strong>dialog. -
Note:
Note:
Poznámka: -
The necessary fields may vary from country to country.
The necessary fields may vary from country to country.
The necessary fields may vary from country to country.