Pregrouping of locations

Strategic planning of areas and assignment of customers to subsidaries:
- from scratch (=planTewrritories)
- assignment to existing subsidaries (=distributeLocations)
- assignment and rearrangement to given and new subsidaries

Pregrouping of locations

Postby Bernd Welter » Tue Apr 18, 2017 9:24 am

Hi there,

recently I've been asked for the usecase behind pregrouping of locations. There you go. The screenshot demonstrates why pregrouping of customers is meaningful even if you don't know the territory IDs in advance:

Left scenario: customers are not pregrouped which leads to the ugly effect that the island of Sardegna is supposed to be visited by 4 different sales reps.
Right scenario: by pregrouping the customers on the island we are able to reduce the number of sales reps who have to take care of Sardegna.

Best regards Bernd
Bernd Welter
Manager Technical Consulting & Requirement Engineering
Senior Technical Consultant Developer Components
PTV GROUP - Germany

Bernd at Youtube
User avatar
Bernd Welter
Site Admin
Posts: 1011
Joined: Mon Apr 14, 2014 10:28 am

Return to PTV xTerritoryServer (Admin=AHN)