This artilce article will describe how you can create and edit your Zone to Zip - Postal Code Relationships. If you need to edit your
To continue with this article, you MUST have already created your zones. To create or edit Zones, please see this article: How to Create Edit Zones
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Since we will building a relationship between our Shipment's Zip - Postal Codes and Zones, you can use the following resources to map your zones:
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Step-by-step guide
How to Create a New relationship between Zone to Zip - Postal Codes
- 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 you don't see "Wizard", then you are not logged in as an "admin."
- Click on the "Zone Wizard"
- You will now see this screen.
- Locate and press the "Next" button 1 time.
- You will now see a screen that looks like this.
- From this screen you can import a file that contains the relationship between Zone Zones to Zip Zips - Postal Codes.
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
- If you don't wish to import a file, press the "Next" button 1 time.
- Your 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 your postal code - zip.
If your 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.
How to use the Zone Matrix Pop Up
- 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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