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Territory Hierarchy Management

PrismERP's Territory Hierarchy Management allows businesses to define and manage parent-child relationships among territories, enabling structured oversight, reporting clarity, and operational efficiency. This hierarchical setup ensures clear traceability of responsibilities across regions, zones, and areas.

📍 Navigation Add Territory Type​

➤ 1. Create Territory Types​

Define all territory types that will be used in the hierarchy (e.g., Nation, Region, Zone, Area).

Example:

  • Nation └─ Region   └─ Zone     └─ Area

➤ 2. Assign Parent-Child Relationship​

While creating a territory type, assign a Parent Territory Type (if applicable). This links sub-territories under their respective parent.

➤ 3. Designate Team Roles​

Assign a Lead Designation (e.g., TSM, RSM, FO) to each territory type to define responsibility per level.

➤ 4. Create Territory Areas​

For each type, create Territory Areas (e.g., Bangladesh > Khulna Region > Jessore Zone > Jashore Sadar Area). When creating a territory area, define:

  • Parent Area (if it’s a sub-territory)
  • Location Assignments (Division, City, Thana)

➤ 5. Auto Organogram Generation​

Once hierarchy and areas are configured, PrismERP automatically builds a Territory Organogram, which provides a tree view for territory structures.Each level can have its own assigned resources and will roll up reporting to the parent level.

Add Territory Type​

Navigation Sales to Add Territory Type Creating Territory Types

Territory Type List​

Territory Type View and List

Add Territory Area​

Navigation to Add Territory Area Creating Territory Area and Subarea

Territory Organogram​

Navigation to Territory Area Organogram Territory Area Organogram