Managing ZIP Codes

ServiceCEO can automatically fill in the City, State, Zone, and associated Tax Codes for every customer entered into ServiceCEO when you type the ZIP Code. To create this automation, you must define these items for every ZIP Code within your coverage area. ServiceCEO already contains a list of all of the ZIP Codes in the United States. All you need to do is map each ZIP Code to your tax codes and zones. For details about this automation, see the Defining a Customer Address section.

Note:
Insight Direct does not have a license to distribute postal codes for other countries other than the United States. If you need different or additional ZIP/Postal Codes, you can either manually enter these codes or import ZIP Codes using the Data Import Wizard. From the Zone Manager, select Tools > Import ZIP Codes. The Data Import Wizard appears. For more information, read the Importing Data into ServiceCEO section.

Adding ZIP Codes
Editing ZIP Codes
Deleting ZIP Codes

Adding ZIP Codes

Select Tools > Lists > Zone Management or press CTRL+F6. The Zone Manager dialog box appears.
Click Add New ZIP Code or select Edit > New ZIP Code. A new line will appear in the ZIP Code list.
Type the ZIP Code in the ZIP Code column.
Type the ZIP Code's city in the City column.
Type the ZIP Code's two letter state abbreviation in the State column.
Select a state tax rate from the appropriate Rate drop-down lists.

Note:
The columns to the right of the City and State columns will vary depending on the defined tax types. See the Defining Tax Codes section for details.

Tip:
You can control the displayed ZIP Codes by using the filter. For details, see the Zone Manager Filter topic.

Click OK. The Optional Updates dialog box appears. For details, see the Zone Manager Optional Updates topic.
Click OK.

Editing ZIP Codes

Select Tools > Lists > Zone Management or press CTRL+F6. The Zone Manager dialog box appears.

Type the ZIP Code you want to edit into the ZIP Code field in the Filter ZIP Codes section.
Click Run Filter.
Click on the ZIP Code you want to edit. The row will highlight in yellow.
Edit the ZIP Code's values as needed.
Repeat steps 2-5 for additional ZIP codes.
Click OK. The Optional Updates dialog box appears. For details, see the Zone Manager Optional Updates topic.
Click OK.

Deleting ZIP Codes

Select Tools > Lists > Zone Management or press CTRL+F6. The Zone Manager dialog box appears.
Type the ZIP Code you want to delete into the ZIP Code field in the Filter ZIP Codes section.
Click Run Filter.
Select the ZIP Code you want to delete.
Click or select Edit > Delete. A Confirmation dialog box appears.
Click Yes. The ZIP Code is removed from the list.
Repeat steps 2-6 to delete additional ZIP Codes.
Click OK. The Optional Updates dialog box appears. For details, see the Zone Manager Optional Updates topic.
Click OK.

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