City/Postcode List

In order to efficiently manage delivery and pickup operations, it is essential to set up cities and postcodes within the system. This guide will walk you through the process of adding and utilizing cities and postcodes in conjunction with zones for seamless delivery and scheduling.

To begin setting up cities and postcodes, follow these steps:

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

2. Click on the City / Postcode List menu option.

3. Click the New City/Postcode button to add new city/postcode locations as needed.

Note: The Prompt field is currently inactive and reserved for future development to display prompts when selecting city/postcode via the City dropdown across all screens.

Utilize the Zone dropdown to assign a zone to the city/postcode for delivery/pickup scheduling and pricing purposes.

You can select preset cities or postcodes in 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 under 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.

By following these steps, you can effectively manage cities and postcodes within the system, streamlining your delivery and pickup processes for enhanced efficiency and customer satisfaction.