Products or product categories can be aligned with one or more territories within a territory program. During the product alignment process, you can search for products by product name as well as by product category tags.
Note
Tags can be directly assigned to a product or can be inherited from categories associated with the products.You can align one or more products with a territory using rules for automatic alignment, or you can manually allocate products.
Aligning products automatically
You can automate the allocation of products to your rep-level territories and overlay territories by configuring territory rules for the individual territories. Products can only be aligned automatically with territories that have alignment rules configured. Additional information about configuring alignment rules is available in Lesson 3.
You can align products for the entire territory tree or just one specific territory. To align products for the entire territory tree, alignment rules must be configured for at least one of the territories in the territory tree.