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Creating your first set of zones

Categorise your first set of zone and add some more.

Updated over 10 months ago

We're rapidly making improvements and the platform may or may not look the same as shown in the video, but the concepts remain the same.

Objective

This tutorial covers creating and managing zones in a logistics system. Zones can be organized into folders, created manually using postcodes or suburbs, or imported via templates for bulk uploads. Settings like on-forwarding flags enable customization, and zones can be defined for cities, metro areas, or countries. Additional country data can be uploaded if needed, with advanced features to be explained in future tutorials.


Adding a new zone group

  • You can use zone groups to create collections of zones, for example, zones for different services or customers, zones from different carriers or zones for sequential years. Here are some examples...

    • FedEx Zones, Couriers Please Zones, Saia Zones.

    • ThatCustomer Zones, ThisCustomer Zones

    • Zones V1, Zones V2

    • Standard Zones 2024, Express Zones 2024

    • etc...

  • Fields that are mandatory are marked as * in the end.

Field Name

Description

Zone Group Name*

The name of the zone group.

Zone Group Description*

The description of the zone group. It is defaulted to the zone group name.

Activate this zone group after creation

The option if the user does not want to activate the zone group, the check box can be un-checked.

Add a new zone (Add one by one)

  • Fields that are mandatory are marked as * in the end.

Field Name

Description

Zone ID

The zone id.

Zone Type

Define how the zone is based on:

  • Suburb

    • Only add this suburb in the zone.

  • Postcode

    • Add all Suburbs with that Postcode.

  • Area

    • Add all suburbs and postcodes in this Area.

  • City

    • Add all suburbs and postcodes in this City.

  • State

    • Add all suburbs and postcodes in this State.

  • Country

    • Add all suburbs and postcodes in this Country.

Zone Value (Postcode/Suburb/

Area/City/State/Country)

Select the value as per the Zone Type you selected.

  • When Zone Type is Postcode, we allow you to select if the value "Starts with" as the first option, this is particularly handy when you want to create a zone that is a collection of all the postcodes say "Starting with 9" or "Starting with BR" for example.

On-Forwarding Zone

If the zone is on-forwarding zone, then the value is Yes.

  • This is a flag that we've given to identify on-forwarding or special zones which can then be used to create special surcharges if needed.

Add a new zone (Upload zones)

  • Bulk upload the zones using this functionality; a template is available for convenience and please refer to the video above for a to learn how to add your first zones.

When you are uploading zones from a file, only the Zone Values that match our Glossary will be added and the ones that don't match will be available as Error Logs in the Activity Center.

If the above doesn't help, give us a holler and our support team would love to help out.

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