Step by Step:
The application is designed to automatically assign customers to the most efficient quadrant and route based on their postal code to reduce travel time and expenses.
Create a new quadrant name
Step 1: Open the Quadrants tab (Administration > Service and Delivery > General Setup > Quadrant Names).
Step 2: Click Add. The New Service Quadrant screen appears.
Step 3: Quadrant Name - Input the name of the new quadrant. For example, Zone 1, Zone 2, Vancouver, or Portland.
Step 4: Click OK when complete.
Step 5: Once you create the quadrants, use the Service Quadrant Post Codes screen (Administration > Service and Delivery > General Setup > Quadrant Postal Codes) to add postal codes to the quadrant.
- (optional) Update the Tech Skills Matrix. The new quadrant is automatically added to every tech.
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.
Security Permissions Required
|Administration-Service & Delivery||Can Access Service/Delivery Tree Branch|
Unless explicitly stated, this topic documents the most recent version of Evosus Business Enterprise. If you're not using the latest version, go here to download it.
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