Territory Manager Reference Guide  -  Configuring Territory Manager

Global

Language

Français
English
Español
Italiano
Português

Measurement system

Metric (IS)
Imperial (UK)
US

Automation wizard

Enabled/disabled

The automation wizard guides you step by step through automatic districting.

Activity

Profession

Commercial
Default
Technician

The lets you associate business terms with Territory Manager’s Point/Site/Sector terminology.

Terminology

Point

Customer (Sales)
Customer and lead
Collection
Order
Intervention (Technician)
Delivery
Point
Point of sale
Lead
Appointment
Visit

The Occupation lets you associate business terms with Territory Manager’s " Point" terminology.

Site

Agency (Salesman or Technician)
Office
Depot
Home
Warehouse
Store
Point of sale
Site

The Occupation lets you associate business terms with Territory Manager’s " Site" terminology.

Sector

Sector
Territory (Salesman or Technician)
Area

La Profession permet d’associer des termes métiers à la place du terme "Secteur".

Map

Include sites in sectors

Enabled/disabled

Include sites in sectors integrates the site within the sector envelope on the map.

Speed profile

Used for all districting, formula and isochrone calculations

Vehicle

Car
Truck
Pedestrian

For each option, the graph recovers the accessible lanes and the weighted average speed on this road section.

Traffic model

Fluid
Average
Moderate
Heavy
Congested

Each road section on the map will have its average speed multiplied by a traffic coefficient, to reflect the impact of certain congested sections on the proposed sectors.