Skip to end of metadata
Go to start of metadata

You are viewing an old version of this page. View the current version.

Compare with Current View Page History

« Previous Version 2 Next »

This article will describe how you can create and edit Zones.
If you need to edit how your Zips - Postal Code related to a Zone, please see this article: How to Create Edit Zone to Zip - Postal Code Relationship

Note: Every IDS client will have set up IDS or will need to set up IDS in their own unique way. There is no Industry Standards for Zones, so please be aware that you will have different Zones. 

Step-by-step guide

  1. Logged into IDS's PC Client as an Admin, locate the Wizard Dropdown in the top left hand side of the IDS PC Client.



  2. If you don't see "Wizard", then you are not logged in as an "admin."
  3. Select the "Rate Wizard."



  4.  You will now see this screen.
  5. Locate the "Next" button, which is found on the bottom right hand side of the pop up.
  6.  Click the "Next" button 3 times until you are in the Zone Screen, which will look something like this (You will have different Zones).
  7.  To create a new zone, enter in the new zone in the "Zone Label (Max 3 letters suggested):" field.

    Note: Technically speaking you don't have to limit yourself to just 3 characters; however, depending on your computer screen resolution, more than 3 characters maybe cut off in the Trip Entry Screen's Zone Dropdown in the Pick up and Delivery Address sections or in the Rate Matrix. 
  8.  Now press the "Add" button located on the left hand side of the screen.
  9. This will add your new Zone to the bottom of the Zone List (The Zone List is the large field taking up the majority of the pop up).

  10. Now press the "Update Zones NOW" button located on the top right hand side of the pop up.

    Note: you can never press this button too often. However, if you forget to press this button, you have not saved your work, so press it.

 

Now we have to stop and think about how this new Zone will appear in the Zone Matrix. Without doing anything further, our zones could be out of order and create a challenge in the Zone Matrix. To see what we are talking about, do the following:

  1. Still in the Zone Screen of the Rate Wizard, to be clear, here:
     
  2. Locate the "Next" button, which is found on the bottom right hand side of the pop up.
  3. Click the "Next" button 1 time.
  4. You will now see a screen that will look something like this, remember, your screen will be slightly different as you have your own unique Zones.
  5.  You will be able to see your Zone List both across the top and along the left hand side. Its important that we take a moment to organize the zones into an order that makes sense for when we enter in our rates. Best Practices is to place zones that are geographically located beside each other in the real world, beside each other in the Zone list.

    For example, Bob's New York Courier has a zones for
    Manhatten called "Man"
    Brooklyn called "Brook"
    Staten Island "Stat"

    Since Manhattan is located right beside Brooklyn and Brooklyn is located beside Staten Island then best practices would dictate the Zone order should be:
    Man
    Brook
    Stat

  6. Now lets go back to the Zone screen by clicking the "Back" button located in the bottom right hand side the pop up.
  7. Click and highlight the zone we just created at the start of this article. Remember, your Zones will be different as every company is different.
  8. Now locate the "Up" and "Down" buttons
  9. Click either the "Up" or "Down" buttons to move each your Zones into an order that will make the Rate Matrix logical. 
  10. Now press the "Update Zones NOW" button located on the top right hand side of the pop up.

    Note: you can never press this button too often. However, if you forget to press this button, you have not saved your work, so press it.

If any of your Zones are not correct or you are no longer using them, you can delete the zone by doing the following:

  1. click to highlight the zone:
  2.  Then click the "Del" button.
  3. Now press the "Update Zones NOW" button located on the top right hand side of the pop up.

    Note: you can never press this button too often. However, if you forget to press this button, you have not saved your work, so press it.

Remember

For your changes to appear on the Trip Entry Screen, you will need to restart IDS.

  • No labels