Configuring Layers

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Configuring Layers

Layers are information labels that are placed on top of your sales territory map, including Cities, Accounts, Roads, and others. Any number of these Layers can be enabled or disabled, depending on your preference. At the same time, these Layers can also be configured to your liking—from their shapes and colors to at which zoom level they actually appear.

 

Let’s start configuring Layers.

 

Step 1: Activate Configure Layers

Chapter 2 Configuring Layers Step 1

At the top menu, select (1) View and click on (2) Configure Layers.

 

Step 2: Configure Layers

Chapter 2 Configuring Layers Step 2

From this menu, you have an overview of the Layers you can configure (Sales Reps, Cities, Accounts, Roads, Static Layers, Territories, Zip Codes, and World).  Also, each Layer has a tickbox. Marking or unmarking these layers will result in the activation or deactivation of a Layer in your map.

 

Chapter 2a Configuring Layers Step 2

Also, the tool segment on the lower left portion of the menu also lets you add, delete, rename, and navigate the options (from left to right in screenshot)

 

First, we start with (1) Sales Reps. In this menu, you can see a wide array of configuration option for the Sales Reps Layer.

(2) Appear At lets you calibrate the Zoom Level range at which the Sales Rep Layers appear. At its current setting, users will be able to see the layer at Zoom Level 6 to 14. In addition, you can also calibrate the size of the Later through the Minimum and Maximum boxes. (3) Marking Color as Territory will means that the Sales Rep symbol will be the same color as the territory it is assigned in, while checking (4) Rep Names Visible will place the names of the reps alongside their Sales Rep symbols. (5) Show Names At lets you calibrate the Zoom Level where the Rep Names appear, while (6) Font lets you select the typography for these names.

Once you’ve finish your configurations, click on (7) OK to implement.

 

Step 3: Configure Cities

Chapter 2 Configuring Layers Step 3

Select (1) Cities. When it comes to Towns & Cities, AlignMix lets you configure the (2) Density of the layer in terms of percentages—the higher, the more compact and the lower, the less compact. Once you’re finished, click on (3) OK to complete the action.

 

Step 4: Configure Accounts

Chapter 2 Configuring Layers Step 4

To configure Accounts, you need to select one of the categories underneath it. For this example, we have chosen (1) A (1,063). From here, you can format the layer’s (2) Shape. This will determine what symbol account A will be represented by in the sales territory map. Marking (3) Transparent means that the selected shape will take on the color of the territory it is in, whereas choosing a (4) Color and a (5) Border Color assigns an individual color scheme to the shape. (6) Maximum Size measures the biggest possible size of the layer on the Sales Territory Map, while (7) Appear At lets you calibrate the Zoom Level range at which the Sales Rep Layers appear.

To finish the configuration, select (8) OK.

 

Step 5: Configure Roads

Chapter 2 Configuring Layers Step 5

Similar to Accounts, Roads can be edited according to categories underneath it. In this example, there are Interstates, US Routes, State Roads, Minor Roads, and County Routes. For this step, let’s take a look at (1) Interstates.

On the right portion of the screen, you can see the configuration option for the chosen road.(2) Visible At lets you calibrate the Zoom Level range at which the Sales Rep Layers appear; (3) Maximum Width calibrates its biggest possible size on the map; and (4) Color lets you choose it appearance.

 

To finalize actions, click on (5) OK.

 

Step 6: Configure Static Layers

Chapter 2 Configuring Layers Step 6

Static Layers are basically state boundaries. In this example, Static Layers has two classes: US States and US Counties 2013. For the purpose of this manual, let’s explore (1) US States. (2) Color lets you format the appearance of the Static Layers on the map; (3) Maximum Width lets you calibrate its biggest possible size; (4) Appear At lets you calibrate the Zoom Level range at where the layer appears; and marking (5) Filter Layer puts an additional layer for Static Layers on your map.

 

To execute your preferences, click on (6) OK.

 

Step 7: Configure Territories

Chapter 2 Configuring Layers Step 7

Select (1) Territories on the left portion of the window.

From here, you can make a wide variety of configuration for the Territories layer. (2) Marking Territory Labels Visible makes the territories visible on the map, while de-selecting it makes them invisible; Show Locks is the toggle control to make locks appear on the map.  (3) Label Type, Label Item, and Caption are specific pieces of information about Territory Labels. Clicking on fields below Label Type and Label Item activate a drop-down menu, where you can choose different types of information that can appear on the map.  Clicking on the field underneath Caption, on the other hand, lets you add supplementary information. Simply type-in the information on the provided field.

You can use your mouse to modify Label Type, Label Item, and Caption or you can use the tool bar directly beneath it to add, delete, and navigate across the list. (4) Font lets you choose the typography of the layer’s label; (5) Color lets you customize its appearance; (6) Appear At lets you calibrate the Zoom Level range where it appears; and (7) Font Size allows you to set its minimum and maximum size.

To execute your configuration, simply click on (8) OK.

 

Chapter 2 Configuring Layers Step 7a

Selecting the Second tab in this window (2) opens up an additional sales territory customization window. Here you can toggle on/off (2) territory boundaries to be visible in the district map view.

 

Step 8: Configure Zip Codes

Chapter 2 Configuring Layers Step 8a

Under (1) Zip Codes, there are two folders: Zip Codes and Point Zip Codes. First, let’s discuss (2) Zip Codes. In this folder, you have numerous options for configuration: (3) Show Boundaries At lets you calibrate the Zoom Level range where zip code boundaries appear; (4) Label Type lets you choose what type of zip code information will appear—choices are None, Name, or ID; (5) Labels Appear At lets you calibrate the Zoom Level range where zip code layers appear; while (6) Font, Font Size, and Minimum Hole Size gives you appearance options for the layer.

 

Once you’re finished, select (7) Point Zip Codes.

Chapter 2 Configuring Layers Step 8b

For Point Zip Codes, marking or de-selecting (8) Visible can toggle their appearance on the sales territory map. (9) Appear At lets you calibrate the Zoom Level range where point zips appear, while (10) Maximum Size lets you calibrate their biggest possible size on the map.

 

To finalize your configurations, click on (11) OK.

 

 

Step 9: Configure World

Chapter 2 Configuring Layers Step 9

Select (1) World on the left-hand portion of the menu. Here you can turn on/off the world layer view. This will enable you to modify World layers on the sales territory map. (2) Earth Color, Sea Color, and Border Color let you customize the appearance of land, water, and boundaries. Toggling (3) Country Labels, on the other hand, enables or disables country tags in the map.

 

To finish the action, click on (4) OK.

 

That's It!

Layers play a critical role in viewing your sales territory map. With the help of AlignMix, you can calibrate which layers appear as well as how and when they appear. For more on Map Layers, please refer to earlier entries of this chapter.