After you created a list of territories, you can add territory to any of your clients.

 

Open the Addresses page.

You will see a list of all your clients. You can also switch to a list of sites.

 

Open the client you need. The page with his settings will be opened.

 

Click on the Territory field. A list of all available territories will be opened in the dropdown menu. Choose the one you need.

 

After you're done, click on Save and close button to accept the changes you made.

This way you can set territory to all your clients and sites.


If you need any help, leave us a ticket or write to our email address: support@planado.app.