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Table of Contents

Map Control
Territory Assignment
Map Import
PDF Generation

Map Control

Map Panning

There are two ways to pan the map

  • Use the buttons at the top left of the map.
  • Drag the mouse cursor across the map whilst the map is in Pan Mode

Map Zooming

The zoom controls are located at the top left of the map, just below the pan controls. Use the plus () button for zooming in and the minus () button for zooming out.

Map Modes

Territory Guru has three modes for the map. Each mode controls what happens when you drag the mouse cursor across the map. A map is always in one of the following modes and you can tell which mode the map is in by checking for the depressed button in the map modes control toward the top left of the map.

In all three modes, the following methods of territory assignment work consistently.

  • Single mouse click on an empty area to assign the area to the selected territory.
  • Single mouse click on an area already assigned to the selected territory to un-assign the area.
  • Single mouse click on an area assigned to another territory to re-assign the area to the selected territory.
   Pan mode

This mode pans the map when you drag the mouse cursor across the map. Territory assignment in this mode works as described above.

In this mode, it is only possible to assign a single area at a time

You can temporarily enable the modes below by holding down their respective keys. For Bulk assign mode, hold down the "Ctrl" key (Windows) or "Cmd" key (Mac). For bulk un-assign mode, hold down the "Alt" key. Once you stop pressing the key, the mode is reverted back to pan mode.

   Bulk assign mode

This mode draws a rectangular box when you drag the mouse cursor across the map. All unassigned areas whose center falls within the rectangle will be assigned to the selected territory. Use this mode to assign large tracts of unassigned area to the selected territory.

   Bulk un-assign mode

Like the Bulk assign mode, this mode draws a rectangular box when you drag the mouse cursor across the map. The difference is that all areas assigned to the selected territory whose center falls within the rectangle will be un-assigned from the selected territory. Use this mode to un-assign large tracts of assigned area from the selected territory.

Territory Assignment

Maps, Groups, Territories

The structure of a Territory Guru map is hierarchical with the following levels.

Map-->Group-->Territory-->Area

You must create a Map before you can create a territory group and you must create a territory group before you can create a territory.

Once you have created a territory, you can then assign areas to the territory.

If you require multiple types of territories, e.g. for different products or product groups, this can be accomplished by creating multiple territory maps.

Map management

Most map management tasks can be handled via the "Manage Maps" interface. Access this interface by choosing "Open / Manage" from the "Territory Map" menu.

Create a new map by choosing "New" from the "Territory Map" menu or by going to the "Manage Maps" interface and pressing the "Add Map" button.

Territory group management

The territory management control panel is accessed by pressing the icon at the top of the control panel to the right of the map.

Create new groups by pressing the button at the top of the territory management control panel.

Remove and modify group names by pressing the button at the top of the territory management control panel.

Territory management

The territory management control panel shows the territories belonging to the currently selected territory group. The current territory group can be changed with the territory group dropdown on the panel.

To modify a territory, it needs to be part of the currently selected territory group.

  • Create a new territory using the "add new territory" input on the control panel
  • Select a territory by clicking on the name of the territory
  • Remove a territory using the button to the right of the territory
  • Modify a territory name using the button to the right of the territory
  • Zoom the map to the territory using the button to the right of the territory
  • Change the colour of the territory by clicking on the colour box to the left of the territory
  • re-order the territories in the list by clicking and dragging a territory to its desired location

Assigning territory

Methods for territory assignment depend on the current map mode. Regardless of map mode, the following methods of territory assignment will always work.

  • Single mouse click on an empty area to assign the area to the selected territory.
  • Single mouse click on an area already assigned to the selected territory to un-assign the area.
  • Single mouse click on an area assigned to another territory to re-assign the area to the selected territory.

Map Import

CSV Format

Territory Guru includes an import wizard that allows you to import your existing territory designs into the application. Following are some guidelines to help you format your CSV file in the correct format for the import wizard.

General
  • A header row with the field names is required.
  • The fields don't need to be in any particular order.
  • The fields should be named appropriately (see below).
  • Each field should be separated by a comma.
  • All rows should have a value for every field.
  • Text should be surrounded with quotes, particularly if the text contains a comma.
Key Field (Required)

The key field such as postcode or SA2 code is the most important. Each row in your file needs to contain a valid value for the key field. Each value should be unique within the file. If the wizard does not recognise your key field make sure it has the correct format as outlined below.

Postcode
Format Suggested Column Name
exactly 4 digits (e.g. 2000) postcode
SA2
Format Suggested Column Name
exactly 5 digits OR exactly 9 digits (e.g. 10123) sa2
Territory Name (Required)

This is the territory that the area identified by the key field is assigned to. Each unique value in this column results in a new territory being created. Please note that if you have two territories with identical names but belonging to different territory groups (see below), the import wizard will create two distinct territories.

Format Suggested Column Name
free form text territory
Territory Group (Optional)

A logical grouping of territories. If no territory group field is defined, all territories will be created in the "___default___" territory group. Please note that if you have two territories with identical names but belonging to different territory groups, the import wizard will create two distinct territories.

Format Suggested Column Name
free form text group
Colour (Optional)

The colour that should be associated with the territory.

Format Suggested Column Name
Standard HEX colour format (e.g. '#34AF67') colour

PDF Generation

PDF maps can be generated for printing at various sizes. Access the PDF generation control panel by clicking the icon at the top of the control panel to the right of the map. The following options are available when generating a pdf map.

View
  • Current view - the pdf map will be generated based on the current map view in territory guru
  • Specific territory or group
    • Territory Group - Select the territory group that you wish to generate a pdf map for or contains the territory that you wish to generate a pdf map for
    • Territory - Select the territory that you wish to generate a pdf map for or choose "--- all ---" to generate a pdf map for the entire territory group
PDF Size

Choose the approximate size for the PDF map. Available sizes range from A5 to A0.

Territory Fill Opacity

This option allows you to set the opacity of the fill colour for the territories on the PDF map

0 is totally transparent and no fill colour will be visible. 1 is totally opaque and no details in the underlying map will be visible. 0.5 is the default opacity that is used in the territory guru application map view.

Generate PDF

Press the Generate PDF button to start generating a PDF map. The map can take up to a few minutes especially for maps that contain a lot of detail. e.g. those that are either large in size or cover a large geographic area.

Once the PDF map is generated, the file will start to download.