Product groups vs territories

Yahoo Archive
1
We use product groups for each product and territory. For instance a
region will have multiple product groups, one for machine sales, one for
part sales one for rentals and one for labor. So with 12 regions, we
have 48 different product groups.



Hope this helps.



Christy J. Morris

Controller
Cold Jet, LLC
455 Wards Corner Road
Loveland, Ohio 45140


513-716-6370

513-576-8986 (fax)
www.coldjet.com



Setting industry standards in dry ice technology and solutions for over
20 years.

________________________________

From: vantage@yahoogroups.com [mailto:vantage@yahoogroups.com] On Behalf
Of d.popovich
Sent: Monday, January 07, 2008 9:25 AM
To: vantage@yahoogroups.com
Subject: [Vantage] Product groups vs territories



Does anyone have a sales model that is grouped according to product
groups versus territories? Our management group wants us to explore
the possibility of restructuring our sales department by product group
versus territories but we (Vantage implementation team) can't seem to
find a clean way to make it happen. At Perspectives, the Epicor gurus
mentioned that it may be possible to do with 9.0 but we're obviously
not there yet.

Any thoughts/suggestions would be welcome and appreciated.

Thank you,
Diane Popovich
Nook Industries





[Non-text portions of this message have been removed]
2
Does anyone have a sales model that is grouped according to product
groups versus territories? Our management group wants us to explore
the possibility of restructuring our sales department by product group
versus territories but we (Vantage implementation team) can't seem to
find a clean way to make it happen. At Perspectives, the Epicor gurus
mentioned that it may be possible to do with 9.0 but we're obviously
not there yet.

Any thoughts/suggestions would be welcome and appreciated.

Thank you,
Diane Popovich
Nook Industries
3
We don't use this feature, so this may be over-simplified, but why
not name territories with your product names and regions for the
person(s) responsible for each group of products.


--- In vantage@yahoogroups.com, "d.popovich" <dpopovich@...> wrote:
>
> Does anyone have a sales model that is grouped according to
product
> groups versus territories? Our management group wants us to
explore
> the possibility of restructuring our sales department by product
group
> versus territories but we (Vantage implementation team) can't seem
to
> find a clean way to make it happen. At Perspectives, the Epicor
gurus
> mentioned that it may be possible to do with 9.0 but we're
obviously
> not there yet.
>
> Any thoughts/suggestions would be welcome and appreciated.
>
> Thank you,
> Diane Popovich
> Nook Industries
>
4
answering my own question: because territories are unique to
customers! Duh!

--- In vantage@yahoogroups.com, "amdet" <amd@...> wrote:
>
> We don't use this feature, so this may be over-simplified, but why
> not name territories with your product names and regions for the
> person(s) responsible for each group of products.
>
>
> --- In vantage@yahoogroups.com, "d.popovich" <dpopovich@> wrote:
> >
> > Does anyone have a sales model that is grouped according to
> product
> > groups versus territories? Our management group wants us to
> explore
> > the possibility of restructuring our sales department by product
> group
> > versus territories but we (Vantage implementation team) can't
seem
> to
> > find a clean way to make it happen. At Perspectives, the Epicor
> gurus
> > mentioned that it may be possible to do with 9.0 but we're
> obviously
> > not there yet.
> >
> > Any thoughts/suggestions would be welcome and appreciated.
> >
> > Thank you,
> > Diane Popovich
> > Nook Industries
> >
>
5
if I had a nickel for every duh....thanks for your thoughts :-)

--- In vantage@yahoogroups.com, "amdet" <amd@...> wrote:
>
> answering my own question: because territories are unique to
> customers! Duh!
>
> --- In vantage@yahoogroups.com, "amdet" <amd@> wrote:
> >
> > We don't use this feature, so this may be over-simplified, but
why
> > not name territories with your product names and regions for the
> > person(s) responsible for each group of products.
> >
> >
> > --- In vantage@yahoogroups.com, "d.popovich" <dpopovich@> wrote:
> > >
> > > Does anyone have a sales model that is grouped according to
> > product
> > > groups versus territories? Our management group wants us to
> > explore
> > > the possibility of restructuring our sales department by
product
> > group
> > > versus territories but we (Vantage implementation team) can't
> seem
> > to
> > > find a clean way to make it happen. At Perspectives, the
Epicor
> > gurus
> > > mentioned that it may be possible to do with 9.0 but we're
> > obviously
> > > not there yet.
> > >
> > > Any thoughts/suggestions would be welcome and appreciated.
> > >
> > > Thank you,
> > > Diane Popovich
> > > Nook Industries
> > >
> >
>