Service Areas: General Information
A service area is a region that is defined by a set of postal codes and represents the territory where the company's services can be delivered. By maintaining service areas, you can assign certain areas to certain employees, so that you can control which employees serve a given territory and which areas a given staff member can serve.
In this topic, you will read about how to add service areas, and how to assign the appropriate service area to a staff member.
Learning Objectives
In this chapter, you will learn how to do the following:
- Create service areas
- Assign a service area to a staff member
Applicable Scenarios
You create service areas in the system when the territory where your company delivers services is large. Service areas give you the ability to quickly sort staff members by geographical area and assign an appropriate employee for performing services.
Creation of a Service Area
You add a new service area by using the Service Areas (FS201900) form. On this form, you enter the service area identifier and its description; then on the Postal Codes tab, you specify the ZIP codes that belong to the service area. To simplify the entry of many zip codes, we recommend that you prepare an Excel file with the list of postal codes, and then upload records from the file.
After you save the information you have entered, you can assign the service areas to the appropriate staff members.
Assignment of a Service Area to a Staff Member
- On the Service Areas (FS201900) form, you can assign a particular service area to multiple staff members.
- On the Employees (EP203000) form, you can assign any number of service areas to a particular staff member.
Once you have assigned service areas to staff members, you can select a staff member for performing services by geographical area.