Knowledgebase
Overview #
The territory file is used to associate labels with territory/salesperson codes in the eCat Online sales portal for easier identification. These labels are primarily used for reporting purposes and filter selection.
Creating the Territory File #
Because the territory name field is used in filter lists, short names are preferable.
Each row in the list must have a unique territory code. (Do not list a code more than once.) If multiple sales reps are assigned to a single code, associate all of their names with that code in a single row like the following.
30 June & Ward Cleaver 45 Wilma Flintstone, Barney Rubble
After uploading the territory file only the territory name displays, without the code. To display both the code and name for reporting and filter selection, prepend the code to the name value in the file, for example '30 Ward Cleaver'.
Name the file 'territories.csv' (all lower case) and put it in the /data directory of the eCat FTP site. (There is not currently an interactive upload capability in the portal for the territory file.)
NOTE! Territory updates will be visible in the portal following a data warehouse update. These are hourly at 15 minutes past the hour and take around 45 minutes to complete.
File Structure #
| Field Name | Type | Req? | Length | Validation/Comments |
|---|---|---|---|---|
| Code | S | Y | 20 | Match territory code values on users and customers. Case insensitive. |
| Name | S | Y | 25 | The name of this territory. Will be used for display purposes. NOTE: To display both the code and name for reporting and filter selection, prepend the code to the name value, e.g. '30 Ward Cleaver' |
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