Overview


In this section, you'll see how to create a new Sales Area, you can use also CLONE option to be quicker , just updating values to be modified in cloned record

==> Always verify your record after update running the view again to check if there is no missing information or mistake) .



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 .

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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