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Zones

Q1. How do I open the Zone module?​

Steps:

  1. From the main menu → Users.
  2. Click Zone.
  3. The Zone list/table opens (with columns like Name, Country, Clients, Suppliers, Color, Action).

Q2. What is a Zone used for?​

A Zone is a way to group geographical areas (like regions, cities, states) for client/supplier management.
It helps in:

  • Assigning clients to specific operational areas.
  • Mapping suppliers to zones.
  • Using color codes for quick identification.

Q3. How do I create a new Zone?​

Steps:

  1. Go to Users → Zone.
  2. Click the “+” Add button (top-right).
  3. Fill in the required fields:
    • Name* (zone name, e.g., NCR, South Zone)
    • Country* (auto default India or select)
    • Clients (optional, link clients if any)
    • Suppliers (optional, link suppliers if any)
    • Color (pick a dot color for easy identification)
    • Add Regions → Define included/excluded cities.
  4. Click Save (bottom-right).

Q4. Which fields are mandatory for a Zone?​

  • Name
  • Country

Q5. How do I add Regions (States & Cities) to a Zone?​

Steps:

  1. While adding/editing a zone, click + Add Regions.
  2. Select:
    • State
    • Included City (e.g., All Cities or specific ones)
    • Excluded City (cities that should not belong to the zone)
  3. Save changes.

Q6. How do I edit an existing Zone?​

Steps:

  1. Open Users → Zone.
  2. In the table, find the Zone.
  3. Click the Edit (✏️) icon in Action.
  4. Update fields (Name, Clients, Suppliers, Regions, Color).
  5. Click Save.

Q7. How do I delete a Zone?​

Steps:

  1. Go to Users → Zone.
  2. In the table, click the Delete (🗑️) icon in Action.
  3. Confirm deletion.

Q8. What is the use of Color in Zone?​

It visually differentiates zones in the list.
Useful when many zones exist (quick recognition).

Q9. Can I assign multiple clients or suppliers to one Zone?​

✅ Yes, multiple clients or suppliers can be mapped to a single Zone.

Q10. How do I search for a Zone?​

Use the Search bar (top-right).
Type Zone name or Country.
The table refreshes to show matching results.

Q11. Can I filter Zones?​

Yes. Use filters (if enabled) to narrow by Country, Clients, or Suppliers.

Q12. What actions can I take from the Action column?​

  • Edit (✏️) → Modify Zone details.
  • Delete (🗑️) → Remove Zone.

Q13. What does “Supplier Not Found” mean in the Zone list?​

It means no supplier is currently linked to that Zone.

Q14. What happens if I don’t assign Clients/Suppliers?​

Zone can still be saved.
But it will not be mapped to any Client or Supplier until updated later.

Q15. What is the Audit Log in Zone?​

Steps:

  1. Open/Edit a Zone.
  2. Click Audit Log (bottom bar).
  3. Shows record of who created/edited/deleted and when.

Q16. Can I customize the Zone table view?​

Yes. From the Gear (⚙️) icon (bottom right):

  • Show/Hide columns (Name, Country, Clients, Suppliers, Color).
  • Rearrange columns.
  • Save preferences.

Q17. What is the benefit of Included/Excluded Cities in Zone?​

  • Included City: Defines where the Zone applies.
  • Excluded City: Removes exceptions from Included.

This gives precise control over zone boundaries.

Q18. Can I bulk upload Zones?​

No.

Q19. Can Zones be linked with Bookings or Operations?​

✅ Yes. Zones are often used to allocate bookings, dispatches, or supplier assignments region-wise.

Q20. What are the typical use cases of Zone module?​

  • Creating service regions (North/South/West/East)
  • Assigning clients to a region for better reporting
  • Linking suppliers/vendors region-wise
  • Applying color codes for faster navigation

Q21. Can I create two Zones with the same name?​

Yes. Click on the +.

Q22. Can one City belong to multiple Zones?​

Generally, a City should be mapped to one Zone for clarity.
If mistakenly added to multiple, it may cause reporting conflicts.

Q23. What happens if I exclude a City that was included earlier?​

That city will no longer belong to the Zone.
Any linked Clients/Suppliers in that City may need reassignment.

Q24. How do I check which Clients are assigned to a Zone?​

Open Users → Zone.
In the Zone list, check the Clients column.
If blank or “No Record Found”, no client is linked.

Q25. How do I check which Suppliers are assigned to a Zone?​

Go to Users → Zone.
See the Suppliers column.
If it shows Supplier Not Found, no supplier is mapped.

Q26. Can I change the Country of a Zone after saving?​

✅ Yes, but it’s not recommended.
Changing the Country may require updating linked Clients/Suppliers.

Q27. How can I use Zone Colors effectively?​

Assign different colors to each Zone.
Helps in quick filtering or main menus where Zones are displayed visually.

Q28. Can I filter Zones by Country?​

✅ Yes. If multiple countries are configured in your system, you can filter zones by country from the search/filter bar.

Q29. What is shown in the Zone Audit Log?​

  • Creation date/time
  • User who created the Zone
  • All changes (Name, Clients, Suppliers, Regions, Colors)
  • Deletion logs if applicable

✅ Yes. Zones are often used in Travel Reports, Bookings, and Allocations to filter by region.

Q31. What is the purpose of Regions inside Zone?​

Regions allow you to divide a Zone further by State, Included Cities, and Excluded Cities.

Example:
North Zone → State: Uttar Pradesh → Include: Lucknow, Kanpur → Exclude: Noida.

Q32. Can I rearrange the Zone columns in the Table/list page?​

✅ Yes.
Steps:

  1. Click the Gear (⚙️) icon at bottom-right.
  2. Drag & Drop columns (Name, Country, Clients, Suppliers, Color).
  3. Save changes.

Q33. What is the difference between Zone and Region?​

  • Zone: Higher-level grouping (like North Zone, East Zone).
  • Region: Sub-division inside Zone (specific States/Cities).

Q34. Can I assign one Client to multiple Zones?​

Not recommended. Each Client should belong to only one Zone for reporting consistency.

Q35. How do I know if a Zone is actively used?​

  • Check if Clients or Suppliers are linked.
  • See if the Zone appears in Bookings/Reports filters.

Q36. What are real use cases for Zones?​

  • Allocating drivers/vendors by region
  • Assigning pricing/rates per Zone
  • Filtering bookings, expenses, or reports region-wise
  • Managing operations like NCR Zone, South Zone, etc.