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How to view/edit already created shipping zones?

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Tax-rate is a configuration setting used to calculate order and invoice amounts.

To view list of all available shipping-zones in CRM system, follow these easy steps:

 

Step 1: Select 'All Shipping Zones'

 

 

On ribbon, click the "Admin" tab.

Under Rates group, select "All Shipping Zones".

 

Step 2: View the List

 

Here you can view the list of available shipping-zones of CRM system.

 

Below the ribbon of above screen, you can see a set of tables which contain related records (only one type of records are present in one column).  This table is called grid. On the grid you can quickly see  the main details of the record and also see who created it, when it was created and the subject etc. etc.

 

Note:

If you need to edit any existing record shown in this grid – a quick double-click will launch an editor/form for editing. Click 'Save & Close' when you have done.

 

 

More Actions for Shipping Zones

In Total Enterprise CRM shipping-zones are listed in a grid; using remarkable features of this grid, you can further interact with these shipping-zones. To do so, choose any of the actions listed below:

 

Shipping-zones are listed in a sortable, flexible grid. You can sort these shipping-zones either in ascending or descending order. You can also perform search techniques using CRM grid to exactly find the shipping-zone you are looking for. For details:

-How to sort records in grid?
-How to perform search to find a record using grid filters?

 

To observe shipping-zones in a grouped view, you can group them by any desired field. For details:

-How to group records by any field?

 

Tags are used as a way to classify shipping-zones in an ad-hoc way, where it may not make sense to add additional fields into the CRM System. Shipping-zones in database may be tagged to help organize them. New tags are simple to create, and you can filter any grid by tags to show desired shipping-zones. Similarly, you can easily remove any tag that you have already assigned to a shipping-zone. For details:

-How to assign tag to records?
-How to filter records by tag inside the grid?
-How to remove tag assigned to records?

 

Importing and exporting records in shipping-zone can be performed quickly and easily from/to Excel sheet to/from any grid in the CRM system. For details:

-How to import records from Excel sheet?
-How to export records to Excel sheet?

 

Printing any set of records is very easy in Total Enterprise CRM like printing in Microsoft Word. For details:

-How to print any set of records?

 

To quickly manipulate records, you can use split-view to observe list of shipping-zones and their data at same location. For details:

-How to use split-view to view list of items and data?

 

The common actions like copy or delete a shipping-zone, select all shipping-zones, refresh shipping-zones and create a new shipping-zone or open an existing one  are also available within this grid. For details:

-More right-click Options

 

Note:

Some features are same for every grid under any tab you see in the Total Enterprise CRM system. These are:

. Copy, delete or refresh records and create a new or open an existing record.

. Sorting, searching and grouping records

. Assigning/removing tags & filtering by tags

. Exporting and importing records

. Printing any set of records

. Split-View to view list of items and data