How to set up Cities and Postcodes
- From the main menu strip at the top, go to Setup > Delivery/Pickup.
- Click the City / Postcode List menu list option.
- Click the New City/Postcode button to add in new city/postcode locations as required.
- Note: The Prompt field is not currently active, and is for future development to display a prompt when the city/postcode is selected via the City dropdown throughout all screens.
- Use the Zone dropdown to assign a Zone to the city/postcode for delivery/pickup schedule and delivery pricing purposes.
See the Zones help doc for further information on Zones.
Where can you select a preset City/Postcode?
City/Postcodes are currently selected via the following screens.
- City dropdown list in Sales/Hire > Customer Overview.
- City dropdown list in Setup > Customers > Customer Details > Address / Zone.
- City dropdown in Invoice screen > Delivery/Pickup details.
- City dropdown list in Setup > Delivery/Pickup > Locations > Location Details.
- Delivery City dropdown list in Events > New Event.
- City dropdown list in Projects > New Project.