Configure available areas
Goal
The goal of this guide is to show you how an Available Area (AA) works in Solicitor. An AA is an area that a product can be delivered to. Solicitor comes with all the US and Canada postal codes preconfigured, but you might want to limit or expand your delivery range to a different AA.
Make sure you meet the following pre-requisites before starting the tutorial steps:
Have the products created in your Subscribe database and then synced to Solicitor as Billing Products. Reach out to a Naviga Implementation Manager to do this.
Have non-default postal codes loaded into the system. Reach out to a Naviga Implementation Manager to do this.
Manage your AAs
In this section, you will learn how to create a new AA and delete or edit an existing AA.
Create an AA:
Select the inventory menu in the Solicitor dashboard, then choose Available Areas. Any existing or preconfigured AAs will display.
Select the + New button. The creation screen will appear.
Choose a name for your AA, then add your desired postal codes.
Add a postal code:
Select the circular + button in the ZIP/Postal Codes section. A search feature will appear.
In the following order, choose a country, state, and if applicable, county and city. You can limit your AA to a single postal code or an entire city or state's postal code.
Add individual postal codes by either dragging or double-clicking them or add your entire search query with the add all button. Once a postal code has been added to your AA, you can explore them with the expand arrow.
Select the active box, then select save.
Congratulations, you've created a unique AA. To use this AA, you will need to add it to your billing product, the subject of the next section in this guide.
Delete or edit an existing AA:
Select the inventory menu in the Solicitor dashboard, then choose Available Areas. Any existing or preconfigured AAs will display.
Navigate to the desired AA and select the pencil icon to edit OR the trash can icon to delete. If editing, the creation screen will appear. If deleting, confirm your choice then select delete.
Add your new AA to your billing product
In this step, you will learn how to add your new AA to your existing billing product. Your billing products will have been configured by Naviga to include the preconfigured US and Canada postal codes, but you will need to manually add any new AAs you create.
A billing product is a combination of your divisions (individual publications) and your service types (delivery schedules). Besides adding Available Areas, billing products cannot be edited. They live in your Subscribe database and can be synced to Solicitor with the sync button or scheduled.
Add an AA to a billing product:
Select the inventory menu in the Solicitor dashboard, then choose Products & Bundles. Any existing or preconfigured billing products will display.
Navigate to your desired billing product and select the pencil icon.
Select the available areas window to highlight the section. Any AAs you have created will appear to the right.
Drag or double-click the AA you wish to add.
Select save.
Congratulations! You've added your newly created AA to your billing product.
What you've learned
To review, you've learned to create or update AAs, which are designated deliverable postal codes, and you've learned to add the AAs that you've created to your billing products, which enables you to add them to an Offer Group.Goal
The goal of this guide is to show you how an Available Area (AA) works in Solicitor. An AA is an area that a division can be delivered to. Solicitor comes with all the US and Canada postal codes preconfigured, but you might want to limit or expand your delivery range to a different AA.
Manage your AAs
In this section, you will learn how to create a new AA and delete or edit an existing AA.
Create an AA:
Select the inventory menu in the Solicitor dashboard, then choose Available Areas. Any existing or preconfigured AAs will display.
Select the + New button. The creation screen will appear.
Choose a name for your AA, then add your desired postal codes.
Add a postal code:
Select the circular + button in the ZIP/Postal Codes section. A search feature will appear.
In the following order, choose a country, state, and if applicable, county and city. You can limit your AA to a single postal code or an entire city or state's postal code.
Add individual postal codes by either dragging or double-clicking them or add your entire search query with the add all button. Once a postal code has been added to your AA, you can explore them with the expand arrow.
Select the active box, then select save.
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