Managing Divisions and Territories

MarketTime allows you the ability to separate your Manufacturers, Salespeople, and Retailers by Division for better segregation, assignment, and B2B visibility.

Territories allow you to define geographical areas that your Salespeople represent. These assist in auto-assignment of new customers added to your company (be it by Salespeople or via B2B registration).

Together, they allow you to control customer assignment, salesperson visibility, and brand visibility both within your Agency and on your B2B website.

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What you'll learn

• How to create Divisions
  • How to assign Salespeople and Manufacturers to Divisions
  • How to enable Division Filter on your B2B Website
• How to create Salespeople and Manufacturer Territories
  • How to assign Salespeople and Manufacturers to Divisions
  • How to enable Territory Filter on your B2B website

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Divisions

This feature is found on the Divisions & Territories screen found under Maintenance in the Navigation Menu.

To create a new Division, click the New Division button to begin.

Here you will name the new Division, and add any additional Description if needed. Click Save to proceed.

 

As you manage your Salespeople, Retailers, Manufacturers and their territories, you will be able to assign them to the desired division, which will help in reporting, data segregation, and more.

 

Enabling the Division Filter on your B2B Website

To enable the Division Filter on your B2B Website, navigate to Settings > B2B Ecommerce to the Settings tab:



Toggle the Apply Division Filter on, then click SAVE at the bottom of the screen to enable this filter.

 

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Division-Driven Order Assignments

If your Order assignments are driven by the Retailer or Manufacturer division, MarketTime Staff can default the system's behavior to follow your choice.

Manufacturer Division Assignment

 

As an example, for a retailer that is shared between Salespeople, the Manufacturer's division of each order (such as Toy or Gift), and the Salesperson who is assigned to the same division will dictate who is assigned to the order.

 

Retailer Division Assignment

 

Similar to the above, if two Salespeople share a single area, the Retailer's division can drive the order assignment to their Salesperson according to their matching divisions.

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Territories

This is found on the Territories tab on the same screen. 

 

Salespeople Territories

Salespeople Territories can be created and managed to ensure geographical areas represented by Salespeople are accounted for to assist with auto-assignment when customers are added into your company.

Adding a new Territory

 

To add a new Territory, click the New Territory button to begin.

In the resulting window, create your Territory, again using the drop-down to determine whether or not this is a Salesperson or Manufacturer Territory. Click Save to proceed.

Once you've saved the new Territory, you will now need to add Zip Codes to it. To do this, click the Add Zip Codes button next to the Territory.

 

The resulting screen will allow you to search for Zip Codes (which can be searched with more accuracy using the drop-down menus and search field) (1), select Zip Codes (2), then add them to the Territory (3).

Zip Codes can be removed from the Territory by selecting the desired Zip Codes from the Territory Zip Codes list (1), then clicking the Delete option (2).

 

Adding Zip Codes via Excel Import

 

In addition to manually selecting Zip Codes to assign to a Territory, you have the ability to import them via a properly-formatted Excel sheet. To do so, select your territory, and choose the Import button:

This feature can be used to Update or Replace existing Zip Codes within a Territory as well.

 

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Adding Salespeople to Territories

 

To assign Salespeople to a Territory, use the Assign Salespeople button next to the desired Territory:

The resulting popup allows you to choose which Salespeople to assign to the Territory (1), as well as the Division they are a part of (if applicable within your company) (2). When finished with your selection, click Assign at the bottom of the window.

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Manufacturer Territories

 

In instances where you have geographical restrictions on where your Manufacturers are available to order from, Manufacturer Territories can be created in a similar fashion to Salespeople Territories, but will allow you the ability to restrict visibly for Manufacturers on your B2B Website.

Use the Manufacturer toggle to switch to your Manufacturer Territories:

Here you can click New Territory to create a new Manufacturer Territory.

Add Zip Codes in the same methods available to Salespeople Territories:



And assign the relevant Manufacturers relevant to that territory:

 

When assigning Manufacturers to their territories, you can specify which ones will be associated with that territory as well as the Division they belong to:


Working in conjunction with Salespeople Territories and Divisions, Manufacturer Territories can ensure that those who browse and shop your B2B Website only see Manufacturers relevant to their geographical area (based on their Ship To Zip Code), and assign to the proper Salesperson according to your business rules.

 

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Enabling the Territory Filter on your B2B Website

To enable the Territory Filter on your B2B Website, navigate to Settings > B2B Ecommerce to the Settings tab:



Toggle the Apply Territory Filter on, then click SAVE at the bottom of the screen to enable this filter.