Temporary Assignments Page

Navigate to the Temporary Assignments Page by clicking or touching Admin, followed by Temp Assign (Authorized users only).

About the Temp Assignments Page

The Temp Assign page is located in the Admin tab. Authorized users can use the Temp Assign page to temporarily assign retailers from one territory to another and initially assign new retailers to a territory.  Additionally, the user can temporarily set a retailers to a different Merchandiser.

Who can Perform Temporary Assignments?

The District Sales Manager, Regional Sales Manager and the administrators are allowed to create temporary assignments.

Using Filters to Display Territories

You can use the filters to display only the territories you want to view. You can make temporary assignments and clear temporary assignments.

Temp Assign Categories

The table below explains each category on the Temp Assign page.