This tool enables brokers to manage their regions by easily exporting and importing them, facilitating the quick addition or updating of regions.
What is a Region
A Region is a customizable geographic area used to streamline operations, pricing, and carrier management. Regions can be defined based on ZIP codes, states, or other location-based criteria and are utilized in various system functions, such as Broker Carrier Preferred Lanes, Tariffs, and Carrier Rules. This allows users to efficiently manage rates, routing, and carrier preferences within designated areas.
Accessing Region Management
Within the Rates tab, you can access the Region Management page.
Upon accessing the page, you will observe a list of available regions. The results column provides key information, including the names of the regions, the number of tariffs associated with each region, and the count of customer carrier rules that apply to them.
Many of the regions displayed are designated as Master Regions, which cannot be deleted.
Adding a New Region
- You will find an "Add New Region" option at the top right of the page.
- This will open the Create Region modal.
- The first step is to designate a Region Name.
- Once you enter the region name, the system activates the Import CSV option and allows you to download the Region CSV template.
This option is particularly useful for creating more detailed or complex regions.
Ensure that you include the appropriate region type number in the corresponding column of the template, following the guidelines outlined below.:
- For a more straightforward approach to creating a region, you can click the "Add Details" button. This action will open the Add Region Details modal, where you can select the type of region you want to establish. The options available include:
- State
- Postal Code
- Postal Code Range
- Country
- After entering the region details, click on Create to add the region to your organization.
- Once the region has been created, you can make changes by clicking the blue pencil icon to edit the region details.
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On the Region Details page, you’ll find the following information:
- A search bar to quickly locate specific regions. This is especially useful for regions with a long list of region types.
- A list of existing regions, with options to modify or delete them.
- Whether the region is designated as a Broker Carrier Preferred Lane.
- Whether the region is associated with a Tariff.
- Whether the region is linked to a Carrier Rule.
Region Delete Logic
If the region is currently utilized in a Tariff profile or linked to a carrier rule, the system will hide the trashcan icon, preventing its deletion.
Once the region is no longer associated with Tariff profiles or carrier rules, the user can delete it.
