Customer > Point of Sale > Settings > Zip Code Settings > Individual Zip Codes
Customer > Settings > Logistical Settings > Zip Code Settings > Individual Zip Codes
Merchandising and Distribution > Settings > Logistical Settings > Zip Code Settings > Individual Zip Codes
System Administration > Get Started - Enter Your Information > Get Started Step 4 - Delivery > Get Started - Update Zip Codes > Individual Zip Codes
System Administration > System Settings > Customer System Settings > Logistical System Settings > Zip Code Settings > Individual Zip Codes
Support Files: Sales Tax, Route Code, Country, and Warehouse Location.
Tabs: General, Regional Settings
Use this routine to specify delivery information for a zip code. You can specify multiple delivery or service route codes for a ship location. Use the Individual Zip Code file to:
specify a default for each zip code. In this way, you can default the ship-from location for orders based on the zip code of the customer's ship-to address.
indicate tax jurisdictions for sales orders including state, county, and municipality jurisdictions, based on the zip code of the customer's ship-to address.
designate the Delivery, Transfer, and Service route codes, as well as the Delivery Stop Time.
You can also specify routes codes by region. For example, if you have two shipping destinations within the same zip code that receive deliveries from separate locations and separate trucks, you can create two regions within the zip code and build your delivery codes that way.
New zip codes that have been built on-the-fly Performed simultaneously, in the midst of another routine. For example, creating a new product during sales entry rather than leaving the sales process to create the product in product settings. list on the End-of-Day report. This allows review by the manager to ensure the normal ship location and tax codes are properly set.
To update a range of zip codes at one time, use the Update Zip Code Settings.
Zip or Postal CodeEnter the zip code or postal code. If entering the code for a location in the United States, enter the code in either a 5 digit or 9 digit format as follows: NNNNN or NNNNN-NNNN (hyphen must be entered). If other than U.S., enter the code according to that country’s format, as established in the Country record.
CountryEnter the code of the country in which the zip code exists. If you click on the Search button, a list of countries appears from which you can choose.
CityEnter the city or town that resides within the selected zip code. If more than one city exists within the zip code, enter the most frequently used as the default. You can override the default when necessary.
StateEnter the state in which the zip code resides. This state code must exist in the Sales Tax file. STORIS comes delivered with all fifty U.S. state codes pre-built.
Normal Ship LocationEnter the code of the warehouse from which goods normally ship for a delivery address within this zip code. If you click on the Arrow, a list of locations appears from which you can choose.
For delivery orders, when determining a default ship-from location, the order entry processes reference the Default - Ship From Location field in the Point of Sale Control Settings. If that field is empty, order entry defaults the ship-to location based on the location associated with the zip code of the delivery address. That is, order entry identifies the zip code of the delivery address, then defaults the location specified in this field for that zip code.
Delivery Route CodeEnter the code of the delivery-type route (if any) you want to associate with this zip code. The route code must be a delivery route. If you click on the Search button, a list of available delivery-type route codes appears from which you can choose one or more. If you click on the Action button, the Multiple Route Selection Window appears from which you can choose one or more routes.
Whenever the selected zip code appears in the ship-to address for a delivery order, the route code you specify here defaults, thus determining the available delivery dates for the order. The dates display via the Calendar Icon at the Next Date field in the order-entry process. In order entry, you can override the default route code via the Route field in the Shipping section of the Customer Order Information Screen.
Delivery Stop TimeEnter the delivery stop time (if any) you want to associate with this zip code. STORIS uses this field for informational and also for sort purposes on the delivery manifest. STORIS recommends indicating stop times here only if using delivery scheduling and manifesting, as stop times are usually assigned in specific orders.
Transfer Route CodeEnter the route code you want the system to default when creating transfers to this zip code. If you click on the Search button, a list of transfer-type route codes appears from which you can choose.
STORIS requires you enter a route code when completing a transfer manifest. If a default transfer route code does not exist in the in the Warehouse/Store Location Settings for the transfer location on the order, the system checks here for a default transfer route code. If a default code is not found, you must enter one manually into the transfer manifest.
Service Route CodeEnter the code of the service-type route (if any) you want to associate with this zip code. The route code must be a service route. If you click on the Search button, a list of available service-type route codes appears from which you can choose one or more. If you click on the Action button, the Multiple Route Selection Window appears from which you can choose one or more routes.
Additional Tax Code
For sales occurring within the selected zip code, enter one or more additional sales tax codes you want the system to use in addition to the tax code referenced in the State field. To enter multiple tax codes, click on either the Search button or the Action button.
For example, assume a New Jersey business located in zip code 07054 is accountable for an additional 1% in sales tax to the county in which it operates (Morris), and an additional 1% to the town in which it operates (Parsippany). In this situation, create the following additional tax codes:
NJ - enter the state tax rate (6%)
MORRIS - enter 1%
PARS - enter 1%
In this situation, the system calculates sales tax at an 8% tax rate (6% for the state + 1% for the county + 1% for the town).
See also: Sales Tax Processing Overview
Use this tab to enter regional information for ship location and route codes. Regional Processing does not have to be active to edit these fields. The values you enter on this tab override the values entered on the General tab for the same zip or postal code. If you enter a region on this tab and leave some fields blank, the blank field value overrides any value entered in the similar field on the General tab.
RegionEnter the code of the region (if any) for which you want to enter delivery codes.
Delivery Route CodeEnter the code of the delivery route (if any) you want to assign to this zip or postal code. If you click on the Action button, you can specify multiple codes in this field.
Transfer Route CodeEnter the code of the transfer route (if any) you want to assign to this zip or postal code.
Service Route CodeEnter the code of the service route (if any) you want to assign to this zip or postal code. If you click on the Action button, you can specify multiple codes in this field.