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- Logged into IDS's PC Client as an Admin, locate the Wizard Dropdown in the top left hand side of the IDS PC Client.
- If "Wizard" is not visible then exit and login as an "admin." user.
- Click on the "Zone Wizard"
- Click "Next" to proceed to the Import Zones screen.
- This screen facilitates the import of an externally file containing Zone to Zip - Postal Code Relationships
- This file needs to be a Text File .txt.
This file needs to be: Postal Code/Zip:Zone. For Example, V7R 3P1:NVan or 90210:BHill
One line of the file will contain only 1 relationship between Zone to Zip - Postal Codes
The delimiter must be a full colon : Comma , will not work.
The Zones in the file MUST be already created. Zones are Case Sensitive. To create zones, please see this article: How to Create Edit Zones
- To skip the import a file option, click the "Next" button 1 time.
- The screen will now look something like this (You will have different Zones):
- To create a new relationship between Zones to Zips - Postal Codes, click the "Add Row"
- This will add a blank row in the main section of the pop up.
- Double click in the new blank row in the Postal Code Column, then type in the postal code - zip.
The pop up re-sorts and you can no longer see your blank row, click on the "Zone" column head to re-sort so that the blank row is back on top. - Double click in the new blank row in the "Zone" Column, then type in the Zone. REMEMBER: Your zones must have already been created. Zones are Case Sensitive.
- Then click anywhere else in the Zone Wizard Screen.
- Repeat as needed for every new Zone to Zip - Postal Code relationship.
- When done, click "Finish"
- If you see an error similar to this:
- That is because the Zone doesn't exist. REMEMBER: Your zones must have already been created. Zones are Case Sensitive.
- To fix this error, click on a relationship that uses the Zone the error is referring to, in our example above, it is "Vaughan".
- Then right click, so you see this:
- Then select "remove"
- Repeat until all bad zones have been removed.
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- By clicking either column heads of "Postal Code" or "Zone", you can sort this list of relationships between Zones to Zips - Postal Codes.
- You can search and filter for either a Zone or a Zip - Postal Codes, by typing into the "Filter" field.
- You can also right click anywhere in the list of of relationships between Zones to Zips - Postal Codes to access the right click menu.
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When a customer calls into your office, to order a shipment, they may not know the postal code - zip of either the pick up and/or the delivery addresses. To handle this, create a Zone to Zip - Postal Code relationship where the Postal Code - Zip is a zone. |
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