Setting up geography and hierarchy
Regions, areas, territories and towns, and the managers and reps who own them. Access and reporting both follow this structure.
Everything in Targets sits somewhere in your geography and reports up your hierarchy. Get these two right first and every report, target and permission falls into place.
Geography
Region, area, territory, town and sector, in that order. Distributors are placed in the geography, and every outlet belongs to a sector. Sectors group outlets for journey plans and for survey work.
Hierarchy
Each user has a manager. A manager sees their own node and everything beneath it, never sideways or up. That one rule drives every dashboard and scorecard, so keep the reporting lines accurate when people move.
Permissions
- Access groups decide which screens a role can open.
- Button-level permissions decide what a user can do on a screen, such as approve a price change or confirm a return.
- App buttons are controlled from the portal, so head office decides what the field sees.
- Distributor users are set up the same way, with the company deciding what each distributor can open.
More on Sales & distribution
Adding products, price lists and discount levels
Products carry category, brand and pack size. Prices live in lists per company, distributor and group. Four discount levels apply automatically, then a manual discount on top.
Onboarding a distributor
Create the distributor, set opening stock, add their users and decide what they can see. Most distributors are live within a week of the company being set up.
Building a journey plan and approving changes
Permanent journey plans define each rep's route by day. Reps request changes; managers approve them. The plan feeds visits, coverage reports and the rep's daily map.