Sales Areas
When using Aurea CRM web in conjunction with ERP systems such as SAP, you can import sales areas.
The Sales Area info area defines a combination of Sales Organization, Sales Channel and Branch that constitute a sales area. Sales areas can be assigned to items. A unique combination of Sales Organization, Sales Channel and Branch needs to be imported.
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 data is also imported. The sales areas assigned to a company are displayed in the Sales Area (Company) node in the tree view.
The Sales Area (Item) info area allows you to assign a sales area (Sales Channel and Sales Organization) to an item (Item Name, Item No., Product Group and Product). This data is imported from an external system. As in SAP, the info area does not include the branch. This means that sales sectors which only differ in the Branch field are assigned to the same items.
You can assign any number of sales sectors to a company. When adding offers, customer-specific sales areas are then suggested.
You can select a sales sector added for a certain company when adding an offer. If a sales sector is entered in an offer, then only those items assigned to the sales sector are listed.
(Settings) > Maintenance > Sales Area to display an overview of all sales areas.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.