Versions Compared

Key

  • This line was added.
  • This line was removed.
  • Formatting was changed.

Anchor
top
top

Table of Contents
maxLevel3

GeoZone areas, drawn using Google Maps, can be applied to X Dispatch for zone zone rating. This is useful when zip code zones are not granular enough, or a mapped zone is preferred.

Note

Google Maps is a 3rd party tool used to create kml file types that are imported into X Dispatch. CXT Software does not maintain, support, or develop this tool.

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 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 the Operations App looks at zones with GeoZones first.

GeoZones cannot overlap. For example, one customer wanted to define one set of Zones for On Demand orders and one set for Distribution orders.  This cannot be done, because there is no way to indicate which Zone you want an Order to be rated in.  Every Order will be rated by the first GeoZone returned by X Dispatch's the search regardless of Order Type or intention. 

...

Create and Export Zone Maps

  1. Go to Google Maps in your web browser.

  2. Click on the menu at the top left. 

...

  1. Image Added
  2. Select Your Places

...

  1. Image Added
  2. Click Maps on the right side of the menu. 

...

  1. Image Added
  2. Click Create Map at the bottom. 

  3. Click on "Untitled map" at the top left of the screen. 

...

  1. Image Added

...

Image Removed

...

  1. Give the map a descriptive name and click Save

...

  1. Image Added
  2. Double click on the words “Untitled Layer” and type in a descriptive name. 

...

  1. Image Added
  2. Zoom in to the area you would like to create zones for by either: 

...

    • Use the search bar to narrow down your map view.

    • Scrolling the mouse wheel forward until you reach the zoom level you are comfortable with.

    • Use the + - buttons at the lower right of the screen.  

...

...

    • Image Added

    If you need to move the map, make sure you are clicked on the “hand icon” and left click+hold to move the map to your desired location.

...

  1. Image Added
  2. Click the “line selection” button on the toolbar and select “draw a line” to draw a box around the area you would like to include in your zone.

...

  1. Image Added

...

Image Removed

  1. When you are done drawing the box you will see a pop up that will allow you to name the zone and enter notes, after renaming, click Save

...

  1. Image Added
  2. To add more zones, click on the button labeled Add layer and follow steps 8-12 for as many zones as you would like to create. 

...

  1. Image Added
  2. Click on the three dots to the right of your maps name and select Export to KML

...

  1. Image Added
  2. On the pop up click the arrows select the zone you named previously, check the box at the bottom next to Export to a .KML file..... and click the Download button.

...

titleQuick Tip

...

  1.  Make sure the layer is selected in the dropdown menu. If the entire map is selected, the format of the kml file will be unreadable by

...

  1. the Operations App.

...

  1. Image Added
  2. Repeat step 15 for all of your zone maps and close Google Maps.

...

titleQuick Tip

...

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

Back to top.

Importing Zone Files

...

Warning

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

  1. Go to Maintenance > Zones

...

  1. Image Added
  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.

...

...

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

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

...

  1. Image Modified

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

...

  1. Image Added

...

Image Removed

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

...

Image Removed

...

titleQuick Tip
  1. Image Added

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

...

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

...

  1. Image Modified

Back to top.

Applying GeoZone Rating

Configure the rate chart to use the GeoZone.

  1. Go to Maintenance > Rate Charts

...

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

...

  1. Image Added

...

Image Removed

  1. 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.

...

  1. Image Added
  2. Enter the Base Rate Details for the GeoZone. 

...

  1. Anchor
    example
    example
    Example

...

  1. Image Added

Back to top.

Page Properties
hiddentrue

CXTU Courses/Lessons

  • CSR Role Training: Order Types & Rate Charts

  • Accounting Role Training: Order Rating

  • On-Boarding Training: Services & Rates

  • Orders: Advanced Rating