ANS-0745 · CUSTOMER & CRM RECORDS
How to Reassign Sales Territories in NetSuite Manually or Using Rules
NetSuite offers two primary methods for reassigning sales territories: a manual mass update for specific adjustments and a rules-based system for automated management.
Short answer
NetSuite sales territories can be reassigned either through a manual mass update or by leveraging the sales territories and rules system. For manual updates, navigate to List > Mass Updates > Mass Update > Sales Force Automation > Reassign Customers by Sales Territory Rules. For rules-based management, access Setup > Sales > Sales Management > Sales Territories and Sales Rules.
Scenario
Organizations often need to adjust sales territory assignments for various reasons, such as balancing workloads, optimizing geographic coverage, or responding to changes in sales strategy. NetSuite provides functionalities to manage these reassignments, whether through direct manual updates or by defining automated rules.
Solution
NetSuite provides two primary methods for managing sales territory reassignments:
Manual Territory Reassignment Mass Update:
To perform a manual mass update for territory reassignment, navigate through the following menu path:
List > Mass Updates > Mass Update > Sales Force Automation > Reassign Customers by Sales Territory RulesSales Territories and Rules System:
To utilize the comprehensive sales territories and rules system for automated management, access the relevant setup pages:
- For Sales Territories:
Setup > Sales > Sales Management > Sales Territories - For Sales Rules:
Setup > Sales > Sales Management > Sales Rules
- For Sales Territories:
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