Territory Managerby Davey Enterprises

Accounts

The shops on this route.

have no type set. Give them all one, then correct the exceptions.
have a date that cannot be right — most often a year typed wrong on the route card.
Account Account # Price list Last call

Accounts with no territory

These belong to the distributor but were never assigned to a territory — usually a card import that ran before the territory existed. Claim the ones that are yours; leave the rest for whoever reps them.

Account

New account

Type one in, or bring across the ones that already have a route card.

Account details

Only the name is required. Anything you leave blank stays blank — nothing is filled in for you.

People

Import route cards

For accounts that already have a card. Drop as many as you like — each one creates the account if it isn't here yet, or updates it if it is. This is a transition tool; accounts you open from now on get typed in.

Drop route cards here, or click to choose .xlsx — read in your browser. Nothing is written until you press Import.

Account

Import a route cardor click to choose · .xlsx
Sales Tracker Revenue reporting dashboard Start a new visit Start a visit
People

Products / Pricing

Advisors, technicians & parts

Fill from the bank sheet

Incentives

Drop a DMS reportor click to choose · .xlsx

Equipment

Promo budget

Visit history

Column