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Setting area, territory, area manager, territory manager for customer's zip code

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Setting Area, Territory, Area Manager, Territory Manager for Customer's Zip Code

1. Navigate to Contacts > Configuration > Territory Management


 
2. From here, you will be able to see all the details that relates to a specific zip code and add/edit if necessary.
To apply this on a new customer, navigate back to the Contacts >  New
Note: Make sure that you select the Customer Type as Wholesale first before filling the zip code. When you navigate to the Area & Territory tab, the territory details which you set up in the Territory Management are auto-populated.


You can also watch this video for reference:   https://somup.com/c0hQjh4Rhm
 
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