Perform territory optimization on a regular basis

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A regular territory optimization is useful e.g. for the following reasons:

• Business goals change.
• Territories grow differently - field reps have different workloads as a result.
• Employees move.

The less manual intervention you make, the greater the scope for optimizing by portatour®. Follow these steps:

1. Go to the Workspace Organization or the workspace of the desired user group to apply the territory optimization to the correct user group or to the entire company. The workspace bar on top shows Workspace Organization or Workspace X.
2. Click Territory optimization in the navigation bar.
3. Select
   • Continue last optimization to resume a last cancelled optimization,
   • Start new optimization to start a new optimization with default settings, or
   • Saved optimizations to access a previously saved optimization.
     
4. Go through the Analysis of the Initial situation. Exclude users, edit settings or perform customer exclusions if necessary (see Analyze initial situation).
5. Optional: Under Manual adjustments, it is possible to fix customers at the current user or assign them to a selected user.
6. Optional: Optimization settings
   • Per territory: By default, the number of customers, which may be handed off or taken over, is unlimited. portatour® has the full scope for optimization. Make adjustments if necessary.
   • Grouping: By default, no grouping of customer assignment is stored.
7. Click on Start optimization to start the territory optimization. You will see an overview of the calculated optimization scenarios. Compare the proposals and select the most suitable variant for your situation (see Show optimization result).
8. Clicking on Application shows under Preview per user as a table or on the map which customers have moved from which source user to which target user.
   
9. Click here on Apply result.
   
   • If you use a data source system with which you regularly update the data in portatour®, we recommend the Export of the result. Make the change in your system and update the customer assignment via an update import (see Update customers).
   • If you would like to apply the territory optimization directly in portatour®:
     1. Click on Apply result...
     2. In the pop-up window, select Apply.
     3. Confirm again by clicking Apply.