How To Create Territories - One by One & Bulk

 There are two ways off adding territory in Sokrio DMS. You can add one by one manually or you can upload as Bulk.

Before knowing of adding territory, let's see a territory tree. 

Image 1

As you can see on Image 1, 

• We have created National named territory.
• Central 1 is under National. That means, Central 1 's parent is National.
• Gazipur Area's Parent is Central 1.
• Gazipur Territories parent is Gazipur Area
• Gazipur Territory has one DB named M.H Enterprise. 
• On, M.H Enterprise , SR. MD Suhag is working
• SR. MD Suhag is covering 6 routes.

You can add multiple DB's under a specific territory or you can add multiple SR's under One DB. We believe that this tree will give you a basic idea about how parental things of territory is going to work on Sokrio DMS. 

Now, let's focus on actions like how you going to add territories. We will see it by two segments.

 ⇉ Manually Adding Territory

 ⇉ Bulk Territory Adding

◜Manually Territory Adding◝

Image 2

• Click on Add and Select New Territory.

Image 3

• Select Territory Type or Levels Firstly which is most important thing of adding a territory.
• Type territory name & Provide a unique code
• Manager have to be assigned later.
• Most importantly Select Parent Name.
• Click on Save, Then you can see that you territory has been added under your selected parent.

Note: Please select Level and Parent very carefully. And please remember that you have to assign Manager later. 

 ⇉ Why we have to assign manager later?

• You need an User ID to add manager. But in Sokrio DMS, Firstly we have to create territories. Then, have to create user Id, Then have to assign manager.

Remember the working serial mentioned below:

◜Territory  ⇉ User ID  ⇉ Role Assigning  ⇉ Manager Assigning◝

We have to work by maintaining this serial. 

◜Bulk Territory Adding◝

Before adding Bulk Territory, you have to download the CSV format firstly.

Image 4

• Click on Download Bulk Format to download the CSV File.

Image 5

• You have to type the name.
• Provide a unique code
• Type terriory level name on territory_type column.
• Skip Manager Code.
• Most importantly, type the Parent territory's Code.

Image 6

• Select the CSV file which you have edited. Please ensure that no blank rows should be there. 
• After Selecting, click on import.
• You can see notification, if any errors have been occurred.
• Retype the csv file with correction. Save it. Then please refresh the page on territory panel.
• Click on Bulk Territories again as shown on Image 2.
• select the file and click on Import.

Note: Territory tree can be designed as your following Organogram.