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This article will explain how to use the Rate Wizard's Zones Screen.

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Table of Contents

Open the Zone Section of the Rate Wizard
How to create a new zone
How to edit an existing zone
How to re-order zone
How to delete a zone
Go back to the Rate Wizard Tutorial Main Screen
Go back to the IDS Core Tutorial Home Page

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Open the Zone Section of the Rate Wizard

To navigate to the Zone section of the Rate Wizard please do the following:

1. Click on '"File' " from the top of the screen.
2. Click Then click on '"Rate Wizard' " from the dropdown.
   
3. Then click on "ZoneZones" on the left hand side of the screen
   

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This section will describe the steps to add Package Type. 

1. You can add Package Type from the same window.
2. All you have to do is Click on the 'Package Type' button from the left side of the window.
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3. Click 'New' button
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4. Then provide the name to the Package Type
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5. Then hit 'Update' Image Removed
6. After you are done adding all, hit 'Save All' from the top of the window.
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7. It will save the package at the bottom of the list.
8. You can edit, delete or move it up/down as well.

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This section will describe the steps to add zones.

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This section will describe the steps to add price Matrix for your company.

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How to Create a Zone

To create a new zone, please do the following:

1. Click the "New" button located on the bottom left hand side of the screen:
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2. Then type the name of the new zone in the "Name" field.
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3. Then type in the abbreviated name of the zone in the "Abbreviation" field.
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4. Click on the "Update" button.
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5. Then when you have finished adding all your new zones, click the "Save All" button located on the top left hand side of the screen.
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How to edit an existing Zone

To edit an existing zone, please do the following:

1. Click to highlight one of the zones in the list of zones. 
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2. Then click the "edit" button located on the bottom left hand side of the screen:
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3. (if needed) Update the name of the zone in the "Name" field.
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4. (if needed) Update the abbreviated name of the zone in the "Abbreviation" field.
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5. Click on the "Update" button.
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6. Then when you have finished editing all your new zones, click the "Save All" button located on the top left hand side of the screen.
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How to re-order Zones

To re-order your zones, please do the following:

1. Click to highlight one of the zones in the list of zones. 
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2. Then click the "Up" or the "Down" button
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3. This will move the Zone up or done.
4. When done, click the "Save" button to save your changes.
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How to delete a Zone

1. Click to highlight one of the zones in the list of zones. 
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2. Then click the "delete" button
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3. Then click the "Save" button.
   
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(Click to go back to IDS Core Tutorial Home Page )