Set up shops and your team
How to add a customer area
Add an area in DistributorFlow before creating shops, and check its map or boundary settings when your business uses them.
Create a geographic group for customers.
Where to start
Area > Add Area
Steps
- Sign in with access to manage areas and open Areas > Add Area.
- Enter a clear area name that matches the territory your team uses.
- Review the map or optional boundary information available on the form. A territory name alone does not establish every shop location.
- Save and check the area in All Areas.
- Choose this area when you create the customer shops that belong to it.
Example
Create North Market and assign the shops served on that route.