Overview

Excerpt
Users can create, edit or delete a territory when needed.

This is setup to associate a specific customer, please refer to Customer Account "Advanced" Setup.

Instructions

Follow these steps

Ui steps

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Go to Setup > Settings > Customers.

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Click on the "Territories" link.

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The "Customer Territories" window will pop-up, click on "Add new territory".

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Enter the "Territory Name", by default this will be Active, if needed you can deactivate the option by checking off the box.

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Click on Save.

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The new territory will be displayed as shown in the GIF below

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Under the Actions column, you can Edit or Delete the territory if needed.

Panel

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