Problem about sales reports and territory

ERPNext Selling/CRM
1

now , sales reports can choose to show by territory like this

Pasted image1464×532 19.7 KB

its logic is to show territory that i have set in customer (CRM)
but what i want is to show territory by different stores

another question
when i use different user account
i want to let all my territory of sales invoice,sales order …etc , be the territory of that account
not territory of customer i have set before

any solution to solve these problem?

2

Hi @1117 ,

Your requirement feature is not yet in ERPNext as it only caters territory of customers. If you want this feature, please request feature in GitHub or try customizing in house. Hope this helps!

Regards

3

You would have to Customize the report, you can take a look at the following link

4

thanks for your reply
and another question to ask
i want to know whether the system can load the territory of user
for example：
when i use accountXXX , my sales invoice can automatically load the territory i have set for XXX’s POS profile
when i use accountYYY , my sales invoice can automatically load the territory i have set for YYY’s POS profile
can the system do this as default ?

5

Sorry but this cannot be setup by default for now @1117 but can be done by scripting. You may want to raise this to GitHub or develop a customization and scripting.

6

Ok , I understand , really thanks for answering my problems.
I will try to do some script.