TheocBase/TheocBase
-
Click on the
<strong>
Publisher</strong>
field in the new row to open the drop-down list of publishers and select the publisher to whom the territory should be assigned to. -
Enter the date in the
<strong>
Checked Out</strong>
field when the territory has been checked out. -
Check Back in
-
Select the row of the publisher in the territory assignments list box to whom the territory has been assigned to.
-
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.
-
Remove an Assignment
-
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. -
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. -
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.
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