Adding Zip Codes

A video of this tutorial is available here.

 

To speed up the entry of new customer and site addresses, a zip code file is used.  One of the first things to do when setting up the system is to add your area's zip codes.  Zip codes are kept in the Reference Files, in Reference File #9.  You can always find the zip code file from the Main Menu: Admin > Reference, then double-click on the Zip Code, Reference File #9.

 

Steps

 

To add a single zip code:

 

1)      Click the Add New button on the bottom.  You will notice that all the boxes go yellow. 

 

2)      Fill in one of your zip codes from the state that you want to populate

a)      In code put the zip code that you want to use.

b)      City is the city that the zip code belongs to

c)      Fill in the state/prov.

 

3)      Click the Save button.

 

To add all the zip codes for the state:

 

1)      In the list look for the zip code that you found and left click on it.

 

2)      Right click on the new zip code

 

3)      A pop-up box will appear. Click on the phrase “Add zip codes for this state”.

 

See Also

Zip Codes