Creating Overlapping, Master, and Sub-Territories

With Route4Me you can create custom-shaped territories on the map with locations of your customers, depots, commercial facilities, warehouses, or any other types of real-world locations and then use those territories for planning optimized routes. For more convenience, you are also able to create overlapping territories so that you can include the same addresses into different territories, sub-territories that can cover parts of their corresponding main territories, as well as master territories that can include addresses from all territories in a particular service area. When you create overlapping, master, and/or sub-territories, they do not affect each other in any way, and each territory contains only those addresses that are located within its borders.

 

To create overlapping, master, and/or sub-territories, first, go to “Address Book Map” from the navigation menu.

Creating Overlapping Territories

 

Overlapping Territories

Overlapping territories are the territories that are drawn over the borders of other existing territories. You can make the borders of the existing territories visible on the map and then draw overlapping territories over them. To do so, use the corresponding eye icons in the territories list.

Creating Overlapping Territories

 

Alternatively, you can hide all existing territories so that you can view only the addresses from your synchronized Address Book. To hide a particular territory, click on the eye icon next to this territory in the list. To learn more about viewing territories, visit this page.

Creating Overlapping Territories

 

After that, use one of the drawing tools in the top left corner of the screen to draw an area for the new overlapping territory. You can check how many addresses are included into the drawn area in the bottom left corner of the screen.

Creating Overlapping Territories

 

To create a new territory from the drawn area, first, right-click on this area and then select “Store as New Territory” from its menu.

Creating Overlapping Territories

 

Next, input the name of the new territory into the corresponding field and then click on “Territory Color” to select the color that will represent the territory on the map. To save the territory, click on the “Add” button.

Creating Overlapping Territories

 

Once the new territory is created, it is added to the list of all territories on the right side of the screen and displayed on the map accordingly. If you make all territories visible (using the eye icons), you can view how the corresponding territories overlap each other. NOTE: Overlapping territories are stored and used as regular territories. In the bottom right corner of the screen, you can view a comparison bar chart that displays the size of each territory (from the biggest to the smallest).

Creating Overlapping Territories

 

To create a territory that covers multiple existing territories, you can draw a new overlapping territory with the exact same borders as the territories that you want to include into it. To do so, use the corresponding drawing tool in the top left corner of the screen to draw a custom-shaped area around the existing territories that you want to include into it. You can check how many addresses are included into the drawn area in the bottom left corner of the screen.

Creating Overlapping Territories

 

To create a new territory from the drawn area, first, right-click on this area and then select “Store as New Territory” from its menu.

Creating Overlapping Territories

 

Next, input the name of the new territory into the corresponding field and then click on “Territory Color” to select the color that will represent the territory on the map. To save the territory, click on the “Add” button.

Creating Overlapping Territories

 

Once the new territory is created, it is added to the list of all territories on the right side of the screen and displayed on the map accordingly. In the territories list and the bar chart in the bottom right corner of the screen, you can compare how many addresses are located in the new territory and other territories.

Creating Overlapping Territories

 

Sub-Territories

A sub-territory is the territory that covers a part of the main/bigger territory. To create a sub-territory, first, use one of the drawing tools in the top left corner of the screen to draw an area of the sub-territory inside a particular main territory.

Creating Overlapping, Master, and Sub-Territories

 

To create a new sub-territory from the drawn area, first, right-click on this area and then select “Store as New Territory” from its menu.

Creating Overlapping, Master, and Sub-Territories

 

Next, input the name of the new sub-territory into the corresponding field and then click on “Territory Color” to select the color that will represent this sub-territory on the map. To save the sub-territory, click on the “Add” button.

Creating Overlapping, Master, and Sub-Territories

 

Once the new sub-territory is created, it is added to the list of all territories on the right side of the screen and displayed on the map accordingly. In the territories list and the bar chart in the bottom right corner of the screen, you can compare how many addresses are located in the new sub-territory and other territories.

Creating Overlapping, Master, and Sub-Territories

 

Master Territories

You can also create master territories that cover all existing territories in a particular service area. To do so, use one of the drawing tools in the top left corner on the screen to draw an area around all territories that you want to include into one master territory.

Creating Overlapping Territories

 

To create a new master territory from the drawn area, first, right-click on this area and then select “Store as New Territory” from its menu.

Creating Overlapping Territories

 

Next, input the name of the new master territory into the corresponding field and then click on “Territory Color” to select the color that will represent the territory on the map. To save the master territory, click on the “Add” button.

Creating Overlapping Territories

 

Once the new master territory is created, it is added to the list of all territories on the right side of the screen and displayed on the map accordingly. In the territories list and the bar chart in the bottom right corner of the screen, you can compare how many addresses are located in the new master territory and other territories.

Creating Overlapping Territories

 

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