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Create a new territory

Organise your sales regions and assign retailers accordingly

 

Why it matters


Territories let you group retailers by region, ensuring orders are routed correctly and the right agents and reps are managing the right accounts. Setting up territories accurately from the start keeps your sales structure clean and avoids retailer mismatches down the track.
 

Steps

  • Go to Setup > Territories
  • Select the + icon to create a new territory
  • Enter the territory details — name, region, and any relevant settings
  • Select Save
  • Assign retailers to the territory

Note: — Independent Agents
Independent Agents cannot be added directly to a territory. Contact your Brandscope Account Manager to have them assigned.

If your Brand has multiple Warehouses set up:

After saving your new territory, you'll need to link it to the correct warehouse:

  1. Select the newly created territory from the list
  2. Select the Edit icon
  3. Under Integration Details, enter the relevant warehouse number
  4. Save your changes

💡 Tip: The fields required under Integration Details may vary depending on your ERP system. Always refer to your existing territories as a guide for how these should be filled in. If you're unsure, contact your Brandscope Account Manager before saving.

⚠️ Warning
Skipping the warehouse step for multi-warehouse brands can result in orders being routed to the wrong fulfilment location. Always confirm this is completed before assigning retailers.