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Open Zone Wizard
How to import a file
How to manually create a new relationship
Find Relationship
How to edit an existing relationship
How to delete a relationship
How to get help with Zone Wizard
Go back to the IDS Core Tutorial Home Page
Open Zone Wizard Screen
Go to 'File' from the top of the screen and click on 'Zone Wizard'.
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Must be a CSV file. For example: importfile.csv
To create a CSV file from an Excel Document, please read this article: CSV file In Excel
When viewing the file in Excel, the file will look like this:
The above image shows the following:
Pcode - this column’s field contains the Postal Code or Zip Code
Operation (aka Zone) - this column’s field is the main zone that the Postal Code or Zip Code will be assigned to.
Region (aka sub Zone) - this column’s field is the sub zone that the Postal Code or Zip Code will be assigned to.
IDS Route - this column’s field is the Route/Driver who will be assigned all shipments with the Pick Up Postal Code or Zip Code.
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In the “Selected Zone” section located on the far right hand-side of the screen
Click the “New” button
Type in the name of the Route or Driver, that will receive the auto-dispatched shipment, into the “Route” field. Remember:
This is not required.
This is by the Pick Up Address.
Make sure you type an exact match for the Route/Driver as a new Route/Driver will be created if there is no match.
Type in the Zone into the “Zone” field.
Type in the Subzone (not required), into the “Subzone” field.
Type in the Postal Code or Zip code into the “Postal Code/Zip” field.
Then click on the “Save” button located directly below these fields.
Click on the “Ok” button in the confirmation pop up.
The new relationship has now been saved and can be found in the “Current Zones” section located in the top left handside of the screen.
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Find the existing relationship in the top left hand side of the screen
If you need help, please refer to the “Find Relationship” section above
Then double click on the relationship such that its details populates the “Selected Zone” section.
Then click the “Edit” button
Make your needed changes.
Then click the “Save” button
Then click on the “Ok” button in the confirmation pop up.
You will see your edited and updated relationship on the left hand side of the screen.
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Find the existing relationship in the top left hand side of the screen
If you need help, please refer to the “Find Relationship” section above
Then double click on the relationship such that its details populates the “Selected Zone” section.
Then click on the “Delete” button
Then click on “Yes” in the pop up box.
Then click on “Ok” in the confirmation pop up.
The relationship will no longer appear in the
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To access this article from the Zone Wizard page, click on the lightbulb located in the top right hand side of the screen.
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