Create
The following tips are intended to help you get started quickly and easily with sales territory planning using easymap to find. Follow these pages to create an initial territory structure based on your own customer data.
First insert brick level
Before you create a new territory structure, you have to insert the areas on any sheet as base maps, which should serve as bricks of the new territory structure. If, for example, you have your customers on a postal code basis and the assignment to the respective field service employee, then you should also insert the postal code area base map on the sheet.
Activate planning mode
The manifold possibilities for the processing and optimization of territory structures are only available in the easymap office at your disposal. In order to be able to use these, the so-called planning mode must be activated. So do not forget to activate the planning mode; see menu Area Organization and Control Window Area Organization.
Create new territory structure; add locations later
As soon as the planning mode is activated, the menu Territory organization offers the command Create new territory structure. After you have chosen this command, easymap will guide you through the necessary steps with an assistant. Depending on the initial situation, you can now set everything up to either plan a completely new territory structure or to create an existing territory structure. First, the territory hierarchy is created.
Note: Please note that the wizard only contains the steps required to create and initialize the area levels. If Locations are also to be considered, then location levels can be created and the data can be read in after the wizard has been completed; see menu Location organization, command Create locations as well as the corresponding commands in the context menu of the control window Location organization.
Use point layers or customer locations as basic structure
If the description data for the territory structure is available in a different file format (e.g. Excel, database, CRM system), go through the wizard for the command Create new territory structure Step by step. The wizard offers the possibility to read in the available data and to use it for initialization.
The "planned" procedure - first create the point level, then create the new territory structure - is divided into the following steps:
- Link or import customer, address or coordinate lists link or import
- create point plane (the points are displayed immediately in the map)
- Create a New Territory Structure...
The advantages:
- Imported customer, address or coordinate lists remain permanently stored and can be used, for example, as additional data in the work tables (e.g. customer sales).
- The point level is immediately displayed on the map. So you can already check and analyze the customer or address list before you start a sales territory planning.
Import data for initialization only "temporarily
- Create new territory structure (Start of the wizard)
- Create point level (Start the wizard)
- Customer, address or coordinate lists link or import temporarily
- scoring plane complete
- Completing the new territorial structure
- Points are displayed on the map
- Temporarily imported customer, address or coordinate lists are deleted.
Although the "spontaneous" approach does not have the above mentioned advantages, easymap offers them nevertheless, as it provides the less experienced EasyMap user with more guidance by the corresponding assistants.
Deactivate planning mode after completion of territory planning
When you have finished editing the territory structures, you should switch off the planning mode again. Then there can be no accidental and unnoticed changes in the territorial structures.
