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Sales Regions

A Sales Region is a defined geographical or business area used to organize sales activities. It helps divide the overall market into manageable areas so sales teams know which locations they are responsible for.

In Zoho ERP, the Sales Regions module helps you define and manage geographical or business areas used to organize sales activities. These regions act as the top-level structure for distribution planning. Each region can contain multiple routes and beats, making it easier to plan journeys, assign sales teams, and track coverage. By setting up sales regions, you can ensure clear territory ownership and better control over sales operations.

Create Sales Regions

You need to create a sales region to organize your sales territories and plan routes and beats efficiently in Zoho ERP. Here’s how:

  • Go to Distribution on the left sidebar.
  • Click Sales Regions in the Modules bar at the top.
  • Fill in the following on the New Sales Region page:
    • Sales Region Name: Provide a name of the sales region.
    • Description: Provide a description if required. This will help explain the purpose of the sales region.
    • PIN Code: Enter the 6-digit PIN code of the area covered by the sales region. This helps accurately map routes, beats, and journey plans in Zoho ERP.
  • Click Save at the bottom.

Associate Customers With Sales Regions

Once you’ve created a sales region, you need to associate customers with it. This ensures that when you create routes for the sales region, the customers within that region will be displayed. To associate customers with sales regions:

  • Go to Sales on the left sidebar.
  • Click Customers in the Modules bar at the top.
  • To associate a new customer with the sales region, click the + New icon.
  • To associate an existing customer with a sales region, select the customer and click Edit.
  • Select the Sales Region and click Save.

Edit Sales Regions

You can update the details of a sales region by editing it. Here’s how:

  • Go to Distribution on the left sidebar.
  • Click Sales Regions in the Modules bar at the top.
  • Click the region whose details you want to update.
  • Make the necessary changes on the Edit Sales Region page and click Save.

Delete Sales Regions

If your business no longer operates in a region, you can delete it to remove it from the system permanently.

Prerequisite: You can’t delete a sales region that has customers associated with it. To delete it, first move the customers to another sales region or remove the association.

To delete a sales region:

  • Go to Distribution on the left sidebar.
  • Click Sales Regions in the Modules bar at the top.
  • Hover over the region you want to delete and click the Delete icon.
  • Click Yes in the pop-up that appears to confirm your action.
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