Use the Service Quadrant Post Codes screen to add postal codes to quadrants. This defines which postal codes are included in the quadrant.

Set up quadrants and routes

  • Step 1: Create quadrant - A quadrant is a service area or zone. In this step you only name the quadrants.
  • Step 2: Assign postal codes to a quadrant - Once you've named the quadrants, use the Service Quadrant Post Codes screen(Administration > Service and Delivery > General Setup > Quadrant Postal Codes) to add postal codes to quadrants.
  • Step 3: Create the routes - Use routes to group one or more quadrants together.

What if you want to assign a postal code to more than one quadrant?

If you want to assign one postal code to more than one quadrant, use the zip + 4 numbers to divide it cleanly into different quadrants, with no overlap, otherwise Evosus will not know which Quadrant to use when a new address is entered.  (You can test to find duplicates with the 'Test Post Code' button).  Generally, one zip code is the smallest set of data assigned to any one quadrant.  If one zip code must be broken up into a smaller data set, such as for a densely populated service area, it must be divided by the zip+4 codes, so that each quadrant has unique post codes.   


Add Quadrant Postal Codes

  1. Verify that the quadrants have already been set up using the Quadrants tab on the Administration - Service and Delivery screen (Administration > Service and Delivery > General Setup > Quadrant Names).
  2. Open the Service Quadrant Post Codes screen (Administration > Service and Delivery > General Setup > Quadrant Postal Codes).
  3. Select a quadrant in the menu.
  4. Post Code - Input a postal code and click Add Post Code to add the postal code to the quadrant.
    • Enter a partial code to include all matching postal codes - If you only enter the beginning of a postal code, all of the postal codes that start with those same numbers will be included in the quadrant. For example, if you enter 5430, the quadrant will include 54301, 54302, 54303, 54304, 54305, 54306, 54307, 54308, and 54309, This also works for Canadian post codes. If you enter K9J 6, and all post codes that begin with K9J6  are added to the quadrant.  When assigning a customer to a quadrant, the system will search all of the quadrants for an exact match before searching for partial postal codes.
    • Extended Zip+4- You can also enter the extended zip+4 code.
    • Test a post code - Use Test Post Code to verify that a postal code has not already been added to a quadrant.
  5. Repeat step 4 until all postal codes are added to the quadrant.

Import postal codes

Use the Import From Spreadsheet button if you have a large number of postal codes to enter. This will delete all of your existing postal codes and replace them with the new list.

Be careful! This will replace all of the existing postal codes on every quadrant. If you want to add postal codes to your existing list, export your list using the Export To Spreadsheet button, add the new postal codes to the export, and then import the MS Excel spreadsheet.

MS Excel removes leading zeros because by default all cells are numeric data types - for example, 0001 becomes 1. This can be problematic when importing UPC codes, vendor codes, or any information where the leading zeros are important.

  1. Open the Service Quadrant Post Codes screen (Administration > Service and Delivery > General Setup > Quadrant Postal Codes).
  2. Click Import From Spreadsheet. The Import Quadrant Post Codes screen appears.
  3. Click Make Spreadsheet Template and save the template to your machine. This creates a spreadsheet that contains the required columns.
    • Do not change the column headings of the template.
  4. Input the quadrants and postal codes on the spreadsheet.
    • Enter a partial code to include all matching postal codes - If you only enter the beginning of a postal code, all of the postal codes that start with those same numbers will be included in the quadrant. For example, if you enter 5430, the quadrant will include 54301, 54302, 54303, 54304, 54305, 54306, 54307, 54308, and 54309, This also works for Canadian post codes. If you enter K9J 6, and all post codes that begin with K9J6  are added to the quadrant.  When assigning a customer to a quadrant, the system will search all of the quadrants for an exact match before searching for partial postal codes.
    • Extended Zip+4- You can also enter the extended zip+4 code.
  5. Locate the spreadsheet that you just created in the Import This Spreadsheet field.
  6. Click Import Spreadsheet.

Additional Options

To delete a post code, highlight the post code in the grid and click Options>Delete or right click the post code and select Delete. The selected post code will be deleted from the list.  Multi-select is available for deleting.

To move a post code to a different Quadrant, highlight the post code in the grid and click Options>Move To> or right click the post code and select Move To> and select the new Quadrant Name.  The post code will be moved to the selected Quadrant.  Multi-select is available for moving.

To confirm a post code has been added or to confirm the same post code isn't assigned to multiple Quadrant Names, enter a Post Code into the field above "Test Post Code" and click Test Post Code.  A list of all Quadrant Names associated to that post code will appear.

Click Add Quadrant if the Quadrant Name you need hasn't been entered yet.  You'll be taken to a screen to enter a new Quadrant Name.  Once you click OK to save, the new name will appear in the left vertical menu.

Security Permissions Required

Category
Function
Administration-Service & Delivery
Can Access Service/Delivery Tree Branch