Adding Branches to Territories

Some reasons you may want to add a branch to a territory are as follows:

A territory expands, and you need to add a branch location to a territory.
Your company reorganizes, and you need to change a branch's territory.
Your company expands, and you need to add a new territory that includes branches.

To add a branch to a territory:

From the Files > Branch menu, select Territory to display the Territory Maintenance screen.
In the ID field, enter the territory ID. If necessary, create a territory.
Complete the fields in the top of the screen.
In the Br field, enter a branch, or press F10 and select from a list.

The branch name displays in the Branch Name field.

Press Esc to save the new information.
Display the branch on the Customer Maintenance screen (Files > Customer) or Vendor Maintenance screen (Files > Vendor). Enter a customer or vendor ID.
Use the Branch hot key to display the Accessible Branches screen.
Change the Home Branch field to the new name.
Press Esc to save the change and exit the screen.

Note: If you add or remove branches, or if you change territory priorities, the system requires you to delete branch cache files and to rebuild the authorized territories list. Run these utilities only after business hours to avoid interfering with daily business transactions.