As the next step in building the territory Martin we are now going to create territories and thereby
form the Territory hierarchy as you can see we have already enabled that the Territory management to
feature and we have also built our territory more.
Basically we have created that territory Martin.
And now we are going to create territory and thereby we form a territory hierarchy so for creating territories
go to the territory more to be already created.
You can see we created a territory Martin ABC global sales goal for view hierarchy you can see that
I more territories defined out here right.
It is just the margin that is existing and the more is in the planning stage.
So in that territory model we have that option of creating territories so click the button create territory
which will take us to a page for creating the territory so for creating territories as we already mentioned.
It totally depends on the business how they want to define their territory how they basically want to
segregate the icons and users and classify them as a particular territory.
So what are the values only the data that we change from company to company but the concept as such
as the same every company has a Garda criteria in which their territory is defined maybe by location
by industry or other custom fields so we consider this as an example.
We have already created a margin called global sales.
Now let's create categories within that.
So as you can see these are the Baron territories and these are the child territories for the parent
territories are EMEA a Bank and ANZ the child territories are these countries so UK is basically the
child of EMEA Netherlands Belgium so they are called that child territories and UK and Netherlands they
are called as sibling territories.
Makes sense right.
Yeah but these are the terminologies that we use.
So I just wanted to mention perfect.
So what does that is step one step one is to create this barren territory EMEA
fill in the details here I've given the description also the same but please give a meaningful description
and as you can see the category type is a mandatory field for creating identity that is the reason we
already created territory types now choose which are territory type this particular thing falls apart
just customer accounts or partner accounts choose a territory type that best suits the center territory.
So once all the details are done now we have to choose the access levels if you remember initially while
setting up the Enterprise territory management feature we set up the default access limits so those
aren't just default.
However I mentioned that in each territory we'll be able to set up the access levels.
And here is how you do that.
So for every territory you create you can set up the access levels differently.
All right.
So he also you can set it up based on the business needs.
We can set it up to view we wanted it viewer to transfer delete as per the requirements Blunstone had
the same button
affect our first category is created that is EMEA that does create so if you now see of our territory
hierarchy we have our first identity created so if we take a look at our territory hierarchy we have
the data today more global sales.
We have created our first category that is EMEA now again like the way we wanted.
We can create all the better territory first and then the child on maybe all the child here for a particular
pattern and then continue with the next bit and how well what we wanted to be.
So if we want to create UK which is a child of EMEA then we go ahead and create and click on this create
territory which will basically create a territory within EMEA meaning which will basically create a
child territory of a mere but if you want to create another parent territory that is a back then we
created under the Territory model.
All right.
So it is very significant that we know all this information.
So now let's go ahead and create that child territory similar way we created before.
Fill in the details choose the Territory type tools access levels save
a game go back to the Territory hierarchy expand this you should be able to see the UK territory so
basically UK territory is a child territory of India and if you follow that expand this.
Basically UK does not have any child so assets we do not see anything.
Now if you want to create a back flip to create territory under the Territory modern and create it back
once you are done with the details click the save button and then go back to the territory you should
be able to see that so a back and image is created.
Now let me also create the third one that's in Z once they are done filling the details save go back
to the Territory hierarchy alright to all other parent territories are created and we have created the
tri territories only for EMEA similar in the similar fashion also create all the child territories for
the other parent territories aspect now based on no territory hierarchy the sample territory had IQ
that we have defined I have created all the pattern territories on the child territories so they does
actually form state territory hierarchy right do we have created her territories and all the territories
how they are aligned.
So this basically forms other territory hierarchy here we have options to a collapse to expand and here
we also have options of different views.
This is basically the three view.
You can also change it to starter list of you which gives a no different view of the territories
this is all we create territories and build our territory hierarchy.