Zones

Edited

This document provides a comprehensive guide on how to efficiently manage delivery and pickup areas within the HirePOS system by categorizing locations into zones. By associating these zones with specific cities, postcodes, and locations, users can streamline the delivery process and automate delivery charges. Follow the steps outlined below to set up and utilise zones effectively.

Setting Up Zones

To begin setting up zones, follow these steps:

  1. From the main menu, navigate to Setup > Delivery/Pickup.

  2. Click on the Zones option to access the Zones list.

  3. Click the New Zone button.

  4. Enter a unique alphanumeric name for the zone (up to 20 characters).

  5. Click Save New to create the zone.

Setting Up Cities and Postcodes

To set up cities and postcodes, follow these steps:

  1. From the main menu, go to Setup > Delivery/Pickup.

  2. Access the City / Postcode List.

  3. Add new city/postcode locations as needed.

  4. Assign a zone to each city/postcode using the Zone dropdown for delivery and pricing purposes.

Note: The Prompt field is reserved for future development to display prompts when selecting cities/postcodes.

Using Zones in Various Screens

Cities and postcodes associated with zones can be selected in the following screens:

  • Sales/Hire > Customer Overview

  • Setup > Customers > Customer Details > Address / Zone

  • Invoice screen > Delivery/Pickup details

  • Setup > Delivery/Pickup > Locations > Location Details

  • Events > New Event

  • Projects > New Project

Setting Up Selling Units for Zones

To configure selling units for zones:

  1. Go to Setup > Item Related > Selling Units.

  2. Choose the appropriate zone from the Zone dropdown in the Selling Units details.

  3. Save the changes and repeat for each zone requiring delivery fees.

Setting Up Delivery Charges with Zones

To set up delivery charges based on zones:

  1. Access Setup > Items to open the Items List.

  2. Add a new item for delivery charges.

  3. Enter a description and item code.

  4. Select the item type and set rates/prices for various zones.

  5. Save the changes.

Utilizing Zones on Invoices

When creating invoices, follow these steps:

  1. Access the Delivery/Pickup Details in the Invoice page.

  2. Select a pre-set City/Postcode or a Zone from the dropdown lists.

  3. Click Done to finalize the selection.

By following these steps, you can effectively utilize zones in HirePOS to streamline delivery operations and automate charges based on specific locations.