Sales Areas

Learn how to define sales areas and assign items and offers to them.

The Sales Area ( (Sales) > Sales Area) info area defines sales areas that consist of a combination of Sales Organization, Sales Channel and Branch. Sales areas can be assigned to items. The combination of the Sales Organization, Sales Channel and Branch catalogs can be imported, meaning that this info area is relevant to integrating SAP.

You can add any number of records with a unique combination of Sales Organization, Sales Channel and Branch.

Benefits:

  • Manage sales areas centrally
  • Define sales areas that correspond to your sales structure
  • Assign multiple sales areas to companies
  • Assign offers and orders to a company’s sales sector (Aurea CRM win only)
  • Add information about partner companies and persons and assign them to company sales areas (not available in Aurea CRM web by default)
  • Assign items to sales areas
Note: The Sales Area (Item) info area does not include the branch. If an item recorded is deleted from the item master, all records in the Sales Area (Item) info area added for that item are also deleted.

Sales Area (Company)

The Sales Area (Company) info area is a child info area of the Company info area, and is used to assign customers to specific sales areas. This is relevant to SAP integration.

You can assign companies to any number of sales areas you have defined in the Sales Area info area. When adding offers, customer-specific sales areas are then suggested.

Sales Area (Item)

The Sales Area (Item) info area is used to assign items to sales areas (Sales Organization, Sales Channel) and the item (Item No., Item name, Product Category, Product).

An item’s sale areas are displayed on the Sales Area (Item) tab in the Item Master info area in Aurea CRM web.

As in SAP, this info area does not include the branch (unlike the Sales Area info area). This means that sales sectors which only differ in the Branch field is assigned to the same items.

An item can be assigned to any number of sales areas in the Sales Area (Item) info area, and any number of items can be assigned to the same sales area.

If the last record in the Sales Area info area that combines a specific combination of sales organization and sales channel is deleted, all sales area (item) records defined for that combination are also deleted.

If an item recorded is deleted from the item master, all records in the Sales Area (Item) info area added for that item are also deleted.

Assigning Offers/Orders to a Sales Area

You can assign offers and orders to sales areas (Sales Organization and Sales Channel fields).

When adding offer items using the quick add area, you can use the Sales Organization filter to restrict the display to those items assigned to the same sales area in the Sales Area (Item) info area.

Note: If a sales are is entered in an offer or order, you can only select items assigned to the same sales area in Aurea CRM win when adding items manually. The Sales Area filter is available in the quick add area.
Note: Your administrator can deny access to the Sales Organization, Sales Channel and Branch fields in the Offer and Order info areas, preventing you from adding new sales areas from there.

Sales Area (Partner)

You can store partners in the Sales Area (Partner) info areas that are assigned to company sales areas (Sales Area (Company) info area; not available in Aurea CRM web by default) You can enter the partner’s Role, e.g. supplier or wholesaler.

Note: These partner roles are not displayed in the Partner Role info area.

Sales areas and related information (e.g. whether partial deliveries are permitted) are relevant to SAP integration.