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GeoZones override zip code zones. Orders for addresses in a GeoZone can only be rated by zone if the base rate details include the zone reference for that GeoZone. See the 121272488 GeoZoning example below. This is because addresses that are in a GeoZone will always be located in that zone, regardless of customer, order type, or rate chart since X Dispatch looks at zones with GeoZones first.

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GeoZoning is only a good option when you want all of your Orders and all of your Zone-based Rate Charts for a certain geographical region to use the same set of custom Polygon Zones.  

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Example

You want to treat Central Park in New York City as a special zone. A polygon is drawn around Central Park to designate it as its own GeoZone, and all orders going to or from Central Park are rated by the newly created Central Park GeoZone, and never by zip code. Orders to other areas of the city continue to be rated by ZIP Code.

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Tip
titleQuick Tip

Make sure you know where the .kml files are saved.

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Importing Zone Files into X Dispatch

  1. Open X Dispatch and go to Maintenance > Zones

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  2. Create a new zone with "N/A" as the Postal and "0001" as the From Postal Plus and the To Postal Plus. Subsequent GeoZones can be incremented 0002, 0003, etc. See Zones.

    Warning

    It is not recommended to add a GeoZone file to a zip code record.


  3. Once your zip code is found, go to the column named Polygons and click on the box to open the prompt. 

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  4. Select the appropriate zone .kml file for your zip code and click Open.

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  5. Once you have selected the file, the name will show in the Description box. Click OK

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    Tip
    titleQuick Tip

    To replace the .kml file click on the Replace column.



  6. Go to the empty Rate Zone box you would like to use with the rate zone chart and add a rate zone code. 

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Applying GeoZone Rating

Configure the rate chart to use the GeoZone.

  1. Go to Maintenance > Rate Charts

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  2. Select the rate chart you would like to add to the GeoZone or create a new rate chart. See Rate Charts.

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  3. Once the rate chart is open, make sure the Chart Type is set to "Zones" and the Rate Zone is set to a zone with the associated GeoZone. Then click OK.

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  4. Enter the Base Rate Details for the GeoZone. 

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    Example


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CXTU Courses/Lessons
  • CSR Role Training: Order Types & Rate Charts