How To Use the Zone Hierarchy Tool

Navigating and Managing Your Zones with the Zone Hierarchy Tool

Welcome to your one-stop guide for mastering the Zone Hierarchy Tool! This comprehensive knowledge base article will walk you through its key functionalities, empowering you to visualize, organize, and manage your zones with ease.

Key Features:

• Visualize your sales structure: Drill down from the market level to districts, territories, and routes, gaining a clear understanding of how your teams and stores are connected.
• Edit and manage zones: Rename zones, assign managers, add, edit, or delete child zones at any level, ensuring your structure aligns with your business needs.
• Manage stores and personnel: Add, edit, or delete personnel within each zone, keeping your team information up-to-date and accessible.

Step-by-Step Guide:

1. Accessing the Tool:
   • Navigate to the Zone Hierarchy Tool within the Delicious AI admin portal.
2. Drilling Down:
   • Expand the market view to see its districts.
   • Expand a district to view its territories.
   • Expand a territory to view its routes.
   • Expand a route to view its stores 
3. Editing Zones:
   • Click a specific zone on the left-side panel.
   • Click on the manager's name to assign a new manager.
   • Click "Add Territory" or District, route, etc. to create a new zone within the selected parent zone.
   • Use the "Edit" and "Delete" buttons to modify or remove existing child zones.
4. Managing Personnel:
   • At each level (market, district, territory, route), click on the "People" tab to view, add, edit, or delete personnel assigned to that zone.
5. Managing Stores:
   • At the route level, view, add, edit or delete stores assigned to that route.

Specific Functionalities by Level:

Market Level:

• Edit the market manager.
• Update districts within the market.
• Manage personnel within the market.

District View:

• Edit the district manager.
• Update territories within the district.
• Manage personnel within the district.

Territory View:

• Edit the FSM in charge of the territory.
• Edit routes within the territory, including assigned RARs.

Route View:

• Edit the assigned RAR for the route.
• Edit, add, or delete stores for the route.

Additional Tips:

• Use the search bar to quickly locate specific zones or personnel.
• Refer to this knowledge base article whenever you need guidance.