Overview


In this section, you'll see how to create a new Sales Area.



Concerned profiles:

 

Table of content

 


Step-By-Step


When you are in the tab "Utilities", click on the button New on the right part of the screen or Clone an existing Sales Area to simplify update using View "Sales Area".

Select the option "Sales Area" and click on the button "Next".

Fill in all the fields:

  • Name: Mandatory field. It's the concatenation of all the descriptions of Sales Organisation + Distribution Channel + Division
  • Source: Must be WP1 or PF1. There is no check but this field MUST be populated.
  • GBU: Select a GBU if the Sales Area is dedicated to a GBU. Leave it with None, if the Sales Area is available for all the GBUs
  • Code: it's the concatenation of all the codes of Sales Organisation + Distribution Channel + Division
  • Distribution Channel: distribution channel description
  • Sales Organisation: sales organisation description
  • Division: division description

Click on Save if you have only 1 Sales Area to create.

Click on "Save & New", if you have more than 1 Sales Area to create.


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