Allocating Account Managers

As a rule, account managers are allocated based on a customer’s address. Reps area assigned to accounts based on the geographic settings (Country field and postal code range) defined in the Allocation info area. The From Micro brick No. and To Micro brick No. fields can also be used. You can add multiple allocation records with different account managers for the same postal code range but with different microbrick numbers. The microbrick number is compared to the MicroBrick No. entered in the account. If a microbrick number is entered for an account, the postal code is ignored even if no allocation record is found for the microbrick number.

Select (Settings) > Maintenance > Territory Management and use the Allocation and Allocation Configuration tab to define how account managers are allocated.

Use the Allocation Configuration tab to define business areas for accounts and persons based on the account type, specialty and allocation code.

Use the Allocation tab to assign account managers to accounts and persons based on the business area and address (e.g. country, postal code).