WindoorERP Documentation 19.0

Configure geographic sales territories and postal jurisdiction rules

1 min read Updated 2026-08-28 WindoorERP 19.0

What this does

Partitions customer market regions into clear geographic territories (e.g. Northern Province, Western Coast, Central Capital) to assign local site surveyors and installation teams.

Before you start

  • CRM Administrator privileges.

Steps

Geographic sales territories catalog list

Territory definition form with postal and regional rules

Important

Territory rules ensure inquiries from distant sites are instantly routed to the nearest regional fabrication and survey hub.

  1. 01
    Open CRM › Configuration › Territories.
  2. 02
    Click New to establish a sales territory.
  3. 03
    Define territory boundaries: assign cities, postal code ranges, and regional governorates.
  4. 04
    Link the territory to the responsible regional Sales Team and Service Branch.

Common mistakes

  • Overlapping postal code definitions across competing sales branches.
  • Failing to update territory boundaries when opening new regional showrooms.

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