How to Edit Territory, See Territory Tree & Assign Manager

 You can edit specific territories.

 ⇉ What will be the editable things?

• You can edit Names.
• You can change Levels.
• You can change Territory Code.
• You can change Parents.

Image 1

• Make a filter by your desired territory name or code firstly.
• Click on Edit [Pen Sign] which you can see on very right side of Image 1.
• Make your edits.
• Click on Update to finally complete it.

Note : Please be very careful while making edits. Suppose, you are editing a route type whose parent is SR 1. You want to send this route to SR 2. So, you are editing parent by selecting SR 2. Please note that all outlets of your edited route will be gone to SR 2 if you change the person for this specific route. 

There is another thing. Let's consider a territory. Suppose Gazipur Territory. It has DB's, SR's and SR's Routes under this territory. Suppose, Gazipur Territory's parent is Gazipur Area. If you select the parent Mymensingh Area for Gazipur Territory, it will go to Mymensingh Area from Gazipur Area with all the things of It's Under. Gazipur Territory's DB's, SR's, Routes all the things.

 ⇉ How to Open Territory Tree :

Image 2

• Click on the marked portion of the left side of Download.
• Then you can see the Tree Window.
• Click on Bangladesh to see what's in his under.
• You can make clicks on clicks to see what's in under.
• You can see the Eye View button marked on the very right side of Image 2.
• After clicking on Eye View button, you can see the details of this particular territory like Name, Code, Parent Name & who is added manager here.

 ⇉ Assigning Manager :

What is MANAGER in territory panel? 

• RSM 1 is responsible for Dhaka Division. So, we have to make him manager only on Dhaka Division named/typed Territory.
• TSM 1 is responsible for Gazipur District. So we have to make him Manager in Gazipur District.

MANAGER making is all about blocking the person wise areas. If you make anybody MANAGER on DHAKA DIVISION that means you are blocking him to only see the activities of Dhaka Division. HE can't see the activities of other divisions.

This formula is also for a SR as well. Suppose , If a SR cover 6 routes then you can see his routes under his name . So, You have to make him manager in his name portion so that he can get his 6 routes only.

How to assign Manager 

Image 3

• As you can see on Image 3 that Md. Jahangir Alam is a SR under Sree Sree Ramkrishna Store named DB. We have to make Md. Jahangir Alam manager by clicking on Managers button here so that he can be blocked only with his routes. 

Image 4

• As you know that, before making a manager, you have to create user ID firstly. Let's Remember the working Serial.

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

• Filter the territory name or code firstly.
• Click on Managers.
• Click on Add More Managers box.
• Pick up the user name
• Add him.
• Then you can see the name that who is added as manager here
• Click on delete button if it's necessary to remove him from manager. 

Note: 

• Kindly remember that one User ID can be added as Manager only for one specific territory. If he got transferred, just delete him as manager from his previous territory firstly then add him Manager on his new territory.
• If he quits the job, then inactive his ID and remove him from manager from his territory, Create new user ID for new person and create him manager on his specific territory.