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Order Management Entry for Region-Territory

edited Mar 6, 2020 8:40PM in Order Management 5 comments

Summary

Order Management Entry for Region-Territory

Content

Hi,

I have a question on the Order management Screen as shown in the attachment. Right now we are creating orders by sales reps as we do not have any way in the interface to assign regions or territories to a sales order (this is what was told to us by our implementation partners). The downside of this is that we maintain sales goals per quarter and per region which is now maintained via a lookup. The region is linked via the lookup code to a sales rep and it is referenced in reports. The issue with this approach is that

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