Territory
Overview
Territory – Business Overview
Territory is a setup document used in Dafater to classify customers based on geographic or market regions. It helps businesses organize customers by location or coverage area so that sales, marketing, distribution, and reporting activities can be planned and managed more effectively.
What Territory Is Used for in Business Operations
Territory defines how your customer base is grouped geographically or regionally. It allows the business to:
- Segment customers by region, zone, or market area
- Assign responsibility to sales teams or account managers
- Analyze sales performance and customer activity by region
- Plan regional strategies, targets, and coverage
By using Territory, businesses gain clarity on where customers are located and how each region is performing.
Prerequisites and Setup Requirements
Before using Territory, the following should be in place: - A clear understanding of how your business divides regions (for example: country → state → city, or national → regional → local) - Defined sales or service coverage areas - Customer records ready to be categorized by region
Territory is usually set up early, as it supports several downstream business processes.
Typical Workflow and Business Fit
Define Territories
The business creates a structured list of Territories based on geography or market coverage.Assign Customers to Territories
Each customer is linked to the appropriate Territory based on their location or assigned market.Use Territories in Daily Operations
- Sales teams focus on their assigned Territories
- Managers track performance region-wise
- Marketing campaigns are planned per Territory
Review and Adjust Over Time
As the business grows, Territories may be expanded, merged, or redefined.
Territory acts as a foundational classification that supports sales, customer management, and reporting processes.
Key Business Scenarios Where Territory Is Essential
- Sales Management: Assigning sales representatives to specific regions
- Performance Tracking: Comparing revenue, growth, or customer activity across regions
- Market Expansion: Identifying underperforming or high-potential Territories
- Customer Coverage: Ensuring no region is left unmanaged
- Regional Planning: Customizing pricing, promotions, or service strategies by Territory
Important Considerations for Users
- Keep Territory structures simple and intuitive to avoid confusion
- Ensure customers are consistently assigned to the correct Territory
- Review Territories periodically as markets, branches, or customer distribution change
- Align Territory definitions with real-world sales and service responsibilities
In summary, Territory is a key organizational tool in Dafater that helps businesses manage customers by region, improve accountability, and make informed, location-based business decisions.
Classification of Customers by region
Basic Information
- Module: Setup
- Document Type: Setup
Fields
| Field Name | Label | Type | Required | Options | Description |
|---|---|---|---|---|---|
| territory_name | Territory Name | Data | ✓ | - | Name identifying the sales territory in Dafater |
| parent_territory | Parent Territory | Link | Territory | Parent territory for hierarchical sales structure | |
| is_group | Is Group | Check | - | Indicates whether this territory groups child territories | |
| territory_manager | Territory Manager | Link | Sales Person | Salesperson responsible for managing this territory | |
| lft | lft | Int | - | System index for left position in territory hierarchy | |
| rgt | rgt | Int | - | System index for right position in territory hierarchy | |
| old_parent | old_parent | Link | Territory | Previous parent territory before hierarchy change | |
| targets | Targets | Table | Target Detail | Defined sales targets assigned to this territory |
Child Tables
Targets (Target Detail)
| Field Name | Label | Type | Required | Options | Description |
|---|---|---|---|---|---|
| item_group | Item Group | Link | Item Group | Item category for which sales or performance targets apply. | |
| fiscal_year | Fiscal Year | Link | ✓ | Fiscal Year | Fiscal period during which the target is measured. |
| target_qty | Target Qty | Float | - | Planned quantity to achieve for the selected item group. | |
| target_amount | Target Amount | Float | - | Planned monetary value to achieve for the defined period. | |
| distribution_id | Target Distribution | Link | ✓ | Monthly Distribution | Monthly distribution defining how the target is spread. |
Permissions
| Role | Read | Write | Create | Delete | Submit | Cancel |
|---|---|---|---|---|---|---|
| Accounts User | ✓ | |||||
| Customer | ||||||
| Maintenance User | ✓ | |||||
| Sales Manager | ✓ | |||||
| Stock User | ✓ | |||||
| Sales Master Manager | ✓ | ✓ | ✓ | ✓ | ||
| Sales User | ✓ |
Related DocTypes
| DocType | Relationship | Module |
|---|---|---|
| Customer | Linked from | Selling |
| Delivery Note | Linked from | Stock |
| Installation Note | Linked from | Selling |
| Lead | Linked from | CRM |
| Loyalty Program | Linked from | Accounts |
| Maintenance Schedule | Linked from | Maintenance |
| Maintenance Visit | Linked from | Maintenance |
| Opportunity | Linked from | CRM |
| POS Invoice | Linked from | Accounts |
| Pricing Rule | Linked from | Accounts |
| Process Statement Of Accounts | Linked from | Accounts |
| Prospect | Linked from | CRM |
| Quotation | Linked from | Selling |
| Sales Invoice | Linked from | Accounts |
| Sales Order | Linked from | Selling |
| Sales Partner | Linked from | Setup |
| Selling Settings | Linked from | Selling |
| Warranty Claim | Linked from | Support |
| Sales Person | Links to | Setup |
| Territory | Links to | Setup |