¶ Marketplace List
¶ Usage
The Sales Territories screen is an important tool for managing and dividing the geographic areas covered by your sales team.
It allows defining territories, viewing their details, setting their status (active or inactive), and visualizing them on a map for better planning and management.
¶ Display Fields
When you open the “Sales Territories” screen, you’ll see a list of the defined sales territories. Each record includes the following:
-
Code:
A unique identifier or code assigned to each sales territory. -
Name:
The name of the sales territory (e.g., “East Riyadh Region,” “North Jeddah Region,” “Nasr City”). -
Status:
Indicates whether the sales territory is active and currently in use (Active), or inactive and not allocated to sales (Inactive). -
Map View:
A button or link that opens a map view showing the geographic location of the territory. -
Actions:
Allows performing direct actions on a sales territory record:- Edit: Modify the existing data of the sales territory.
- Details: View detailed information about the territory.
- Delete: Remove the territory from the system (should be used with caution).
¶ Add a New Sales Territory
When you click “Add” to create a new sales territory, you’ll be prompted to enter the following fields (mandatory fields are marked with *):
-
*Name :
The name of the new marketplace or sales territory. -
Status * (Active - Inactive):
Define whether the new sales territory is active or inactive.- Active: The territory is operational and can be assigned to sales representatives.
- Inactive: The territory is not currently active and won’t be used for sales.
-
*Latitude :
Represents the geographic coordinate (latitude) of the territory. -
*Longitude :
Represents the geographic coordinate (longitude) of the territory and defines its center point on the map. -
Range (m):
Indicates the radius or coverage range of the marketplace in meters. -
Location on the Map:
A button or link that opens an interactive map interface where you can select or draw the sales area directly.
¶ Actions
- Save:
After entering the sales territory information, click “Save” to store the new record in the system.