Account Territories is basically a 2nd level group for your Debtors (Customers) and Creditors (Suppliers). All Debtors and Creditors must belong to a group and territory. Account Territories are used for reports, mail merge, emails and SMS messages. Used in conjunction with Account Groups, these can be very helpful. Account Groups and Account Territories are used in the Communications Centre for various promotional purposes and in the Reports Console for reports such as the Sales report.

Comments Tab

General comments for this group.

Queries Tab

The Territory Debtor / Creditor List query lists all the Debtor and Creditors belonging to this Territory. There is also a query here to list inactive debtors and creditors belonging to this group as well.

Options Tab

The options tab has a means to update the price groups (price matrix) for all accounts that belong to this account territory - similar to the functionality in the Account Groups. Select an existing customer pricing structure (eg. retail or trade pricing) to adjust multiple accounts conveniently.