Enter General Areas

Overview

An area is a custom geographical region that is used to determine the available origins and destinations for a contract. General areas are available to all contracts, and tend to be broad and generic, such as individual US or Canadian states. New areas will not often need to be added to the list of general areas, and should instead be added to the list of areas specific to a client, carrier, or contract.

Process

To Enter a General Area:

1. Click Maintenance.
2. Click Contracts.
3. Click Area/Regions.

The General Area Summary window opens.

4. Click New.

The Add a New Area tab opens.

5. Enter an Area Description. This is a title describing the regions included in the area (such as "48 contiguous.")
6. Enter an Area Code, if needed. An area code is a short, alphanumeric code used to group similar areas that will be displayed before their description. Areas with no area code will be listed before areas with an area code. For example, all areas in Canada could use the area code CANADA.
7. Select the states to include in the USA, Canada, and Mexico, if needed. Selecting a state in any country will include all locations in that state that are not specifically excluded by city or postal code. The region buttons can be used to select predefined groups of states.
8. Select any Countries to include in the area. A country must be selected for the area to be saved.
9. Enter any Cities to include in In Area as [City Name] [ST] (do not use a comma.) For example, Indianapolis IN.
10. Enter any Cities to exclude from the selected states in Not In Area as [City Name] [ST] (do not use a comma.) For example, Indianapolis IN.
11. Enter any Zip/Postal Codes to include in In Area. US ZIP codes can be entered with three, five, or nine digits. Canadian postal codes can be entered with three or six characters. Three-digit entries will be treated as a range of all postal codes that begin with those digits. Nine-digit ZIP codes must include the dash (46241-3628.) A range of postal codes can be entered by joining them with a colon (46201:46250.)
12. Enter any Zip/Postal Codes to exclude from the selected states and cities in Not In Area. US ZIP codes can be entered with three, five, or nine digits. Canadian postal codes can be entered with three or six characters. Three-digit entries will be treated as a range of all postal codes that begin with those digits. Nine-digit ZIP codes must include the dash (46241-3628.) A range of postal codes can be entered by joining them with a colon (46201:46250.)
13. Click Create or Update to save the area or Cancel to discard the changes.

To Edit a General Area:

1. Click Maintenance.
2. Click Contracts.
3. Click Area/Regions.

The General Area Summary window opens.

4. Select the area to be edited.
5. Click Edit.

The Area tab opens.

6. Make any needed modifications. See the instructions under Enter a General Area, above, for details.
7. Click Update to save the changes or Cancel to discard them.

Result

The area will be available for use on all contracts.