Making Temporary Territory Assignments

Temporary assignments have end dates and can be exclusively assigned to the temporary Territory. You can temporarily assign multiple retailers to a different Territory at the same time.

1.        Click the box for the row(s) you want to temporarily assign.

2.        Select the temporary Territory from the Temporarily assign checked retailers to Territory drop-down list.

3.        Click in the Until field to display the calendar and select an end date for the assignment.

4.        Click the OK button to make the temporary assignments.

Note: Depending on your filter settings, the rows you just temporarily assigned may not display on the screen after you make the assignments.

 

 

See Also:

Displaying Specific Territories and Retailers

Clearing Temporary Territory Assignments