Universal Containers client's data is only in states East of the Mississippi River in the United States. Universal Containers does not handle any customers or clients not included in that list of states. What is the simplest way to ensure that Universal Containers will only plan territories for states they do business in?

Question

A R · Accepted Answer

When defining the boundaries in the 'Create Data Set' stage, after choosing United States, click on the filter icon and select the desired States from the list.

A R · Answer

After building the data set and alignment open the Territory Plan and ensure that all states West of the Mississippi River are moved to an 'Unassigned' state.

A R · Answer

When defining the boundaries in the 'Create Data Set' stage, after choosing United States, click on the filter icon and select the desired Zip codes from the list.

A R · Answer

Ensure that the filters on the Report or query being used to build the Data Set limit the imported data to only the states desired.

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