Related Article: How to Enable the Area and the Division feature?
When you have the FieldInsight Area and Division features enabled, your Schedulers and Senior Scheduler will be able to assign a Sales Report to an Area and a Division. However, prior to assigning, you have to
MUST KNOW ABOUT THE FIELDINSIGHT AREA AND DIVISION FEATURES BEFORE LOOKING AT HOW IT WORKS ON A SALES REPORT
WHERE TO CREATE THE AREA AND THE DIVISION DROP DOWN SELECTION LIST?
The Area and the Division drop down selection list can be created, updated, and deleted in 2 different pages as listed below:
on the Staff page
ASSIGNING THE SALES REPORT TO AN AREA AND TO A DIVISION
Once the Area and the Division drop down selection are setup, simply scroll to the Sales Report's "Area" and "Division" drop down and choose from the list.
Any update you made on the Sales Report auto-saves so the next time you or someone opens the same Invoice, they will see the last selections and updates made by the last-touch-scheduler.
How to filter search a Sales Report based on an Area and on a Division?
How to filter search a Staff based on the Area and on a Division?