Setting up Installer Area's

Overview

Import Export process using Excel spreadsheets to add/edit the data.

Areas

Areas are descriptions/names used to describe a set of suburbs that make up that area.

Below is an example of how the worksheet might look. As with other lists Sequence, No is used to control the order of the list, which is then alphabetically within that Seq No.

These areas will be used for both Sales Rep areas and Installer areas

Note: BUZ will default the orders to an Installer/Rep by the postcode unless "suburb" is selected in organizational settings

If this is selected, BUZ looks for: Suburb, State and postcode 

Open

Area Setup

Step 1: Create Areas

Settings-> Sales settings-> Import/Export Sales Settings "Areas."

If exported for the first time, the spreadsheet will be blank.

Fill in Code, Description, Seq No, and operation, then import

Note: These areas will be used for both the Sales Rep and Dispatch areas.

 Seq No is used to control the order of the list, which is then alphabetical within that Seq No.

Suburbs

Settings-> Sales settings-> Import/Export Sales Settings “Suburbs”
If your exporting for the first time the spreadsheet will be blank.

The list of suburbs has the applicable Area Name down the right column, Each Suburb must be allocated
to an Area using the Area Descriptions that you have just set up.
Fill in Area description and operation (“A” for add)

If you require areas set up for your Sales reps and Installers, Each Suburb must be allocated to an Area using the Area Description. That area is then given to a Sales rep and Installer.

Note: All Fields must be filled in, including the State, for BUZ to allocate the correct rep/installer. 

Open

You will need to source a current list of suburbs 

(Find out how BUZ selects an installer here > How BUZ picks an Installer )

Step 3: Allocate Areas to Sales Reps
Settings-> Sales settings-> Import/Export Sales Settings “Sales Representative
Areas”
If our exporting for the first time the spreadsheet will be blank.
Allocated the areas to the Sales reps using the Reps code and description along with the Area
code and description.
You can have multiple reps allocated to an area, which can be sequenced using column “F”
You can also have the 1 rep servicing multiple areas