TheocBase/TheocBase
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Enter the date in the <strong>Checked Out</strong> field when the territory has been checked out.
Enter the date in the
<strong>
Checked Out</strong>
field when the territory has been checked out. -
Select the row of the publisher in the territory assignments list box to whom the territory has been assigned to.
Select the row of the publisher in the territory assignments list box to whom the territory has been assigned to.
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Enter the date in the <strong>Checked Back In</strong> field when the territory has been turned in.
Enter the date in the
<strong>
Checked Back In</strong>
field when the territory has been turned in. -
When dates for the assignments are entered, a validation takes place to check for instance if date ranges of different assignments overlap. Invalid date ranges are marked with a red box. If the input cannot be recognized as a valid date, the text color is red and cannot be saved.
When dates for the assignments are entered, a validation takes place to check for instance if date ranges of different assignments overlap. Invalid date ranges are marked with a red box. If the input cannot be recognized as a valid date, the text color is red and cannot be saved.
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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.
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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
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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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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. -
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. -
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.