Zone Manager - Manage by Zone tab

Manage by Zone

The Manage by Zone tab of the Zone Manager enables you to assign ZIP Codes to particular zones.

Select Tools > Lists > Zone Management or press CTRL+F6. The Zone Manager appears.
Click the Manage by Zone tab.

Select the Zone you want to associate with ZIP Code from the Step 1 section.
If you'd like, edit the zones' values. You can:
- Define Zone Pricing. Select a zone price for the zone from the Zone Pricing drop-down list. For more on Zone Pricing, see the Using Zone Pricing section.
- Deactivate the Zone. Deselect the Active check box if you do not want this zone to appear on the zone drop-down lists throughout ServiceCEO.

Note:
The Active check box for each zone is selected by default, meaning that it will appear on all customer and/or employee records. Deselecting the Active check box for existing list items will remove the list item for future records but keep it for those customer and/or employee records that are already using this item.

Describe the Zone. Edit or define a zone's description by typing a short definition in the appropriate Description field.

Filter the ZIP Code list to find the ZIP Codes you want to associate with the selected Zone. For details, see the Zone Manager Filter section.
Select the check box corresponding to the ZIP Code(s) that you want to associate with the selected zone.
Edit the ZIP Code as necessary.
Click Save or Save and Close. The Optional Updates dialog box appears. See the Optional Updates section.

Back to: The Zone Manager