Item Territories

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Item Territories

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Item Territories are used to group items together so that they can be assigned to handheld users.  Item territories are defined by you and can include as few as one item and as many as the entire item list.  An item can only be assigned to one territory but the territory can be assigned to multiple Handheld users.

Item territories are managed in the Item Territories tab under the Territories icon.

When to use Item Territories        When to use Item Territories

Item territories should be used in the following situations:

1.To reduce the list of items available for sale by the Handheld users.

Example        Example

You have a large item list in your Accounting System which you have imported into Mobileezy and you want to select from this list the products which are available for use on the Handheld devices.  In this case you may create two item territories: one for the items to be sold by the handheld users and another for the items that will not be sold by the handheld users.  The item territory of the items for sale will be assigned to the handheld users, whereas the non sales items will not.

2.To make items available to some users and not to others

Example        Example

You have items that are only available in certain regional areas or are sold by a selection of your sales representatives and you want to limit the availability of these items to certain handheld users.  In this case you would create an item territory for each of the groups of items and then assign the item territory/s to the relevent handheld users.

3.To control items' availability to handheld users during certain periods

Example        Example

You have items that are available to customers at certain times, but not at others.  This may be due to stock availability, seasonal relevance or some other reason.  In this case you could create an item territory for the items that you only make available for purchase at certain times and assign it to Handheld Users when it is available for purchase and unassign it when it is not.

When to use Item Territories        How to create an item territory

Item Territories are created in the Territories icon under Item Territories > Manage Item Territories tab.  To create a new Item Territory:

1.Click on the New Territory button.
2.Enter the name of the territory in the Add Item Territory dialogue
Screenshot for adding an item territory
Entering the territory name

 

3.Press the Save button
4.The Item Territory will now be in your list of available territories

Assigning items to item territories        Assigning Items to Item Territories

The assignment of items to item territories is completed under the Territories icon in the Item Territories > Item Territories tab.

1.From the Territory icon, under Item Territories > Item Territories tab
2.Select the Item Territory you want to assign items to from the drop down list at the top
3.The list of all unassigned items will appear in the Unassigned Items window
4.Select the items you want to assign by clicking on their name.  To select multiple items, hold down the Ctrl button.
5.To assign all selected items, press the Assign_Left_Arrow button.
6.To assign all unassigned items, press the Assign All_Left button.

Assigning item territories to users        Assigning Item Territories to Users

To complete the setup of item territories, the territories must be assigned to the handheld users.  This will allow the handheld users to complete transactions for assigned items in their assigned territories.

1.From the Terrritory icon, select the Item Territories > Territory Users tab
2.Select the user you want to assign the Item Territory to from the drop down list
3.Select the territory you want to assign, by selecting its name in the Unassigned Item Territories window  To select multiple territories hold down the Ctrl key.
4.Press the Assign_Left_Arrow button to assign the territory to the selected user.

Editing item territory names        Editing Item Territory Names

You can edit the name of the item territory at any time.  To do this:

1.From the Territory icon, under Item Territories > Manage Item Territories tab
2.Select the item territory you want to edit the name of by clicking on it to highlight it.
3.Click on the Edit Territory button
4.Edit the name of the item territory and then press the save button

Deleting Item Territories        Deleting Item Territories

You can delete an item territory at any time.  Be aware that if you do delete an item territory, the associations you have setup between items and users will be lost.

To delete an item territory, do the following:

1.From the Territory icon, under Item Territories > Manage Item Territories tab
2.Select the item territory you want to delete by clicking on it to highlight it.
3.Click on the Delete Territory button
4.Mobileezy will ask you if you are sure you want to delete the territory.  If you are sure, press the yes button.

Note: Once an item territory is deleted, there is no way to undo this action.

See Also

Customer Territories

Territory Options