- Locality is area which is mapped to SalesPerson.
- Locality is created after Creation of Station.
- Locality is contains Customers for SalesPerson In Customer Master List.
- Locality Code must be unique for each locality.
Prerequisites for Adding New Locality
- Station Code – Station must be present in Station Master.
- City – City must be present in City Master.
- State – State must be present in State Master.
Login >CRM >CRM Setup
In CRM Setup Menu
Click on Geography > Locality
Click on Locality.
- Locality screen will open.
- Click on Add New
Adding New Locality screen will appear.
- Locality : On Pophelp, line Enter Locality Code (Locality Code can be of Max 10 characters, Locality Code Must be unique)
- On second Line enter Locality Name.
- Short Description : Enter Short Description for Locality.
- City : City will automatically set.
- District : Enter District in which locality exists
- Station : Enter Station Code which was created earlier.
- State, Country : City will automatically set which is entered in Station.
- Pin : Enter Pin Code of Locality/Area.
- Select Locality Type
- Locality Type is Type of locality like Metro, Non Metro.
Locality Subtype : Select from pop help, Subtype is Additional information on Locality.
After Entering All Details, Click on Finish.
Finish Screen
