How to associate clients to a delivery zone in bulk?

Zones help us group a series of clients with common characteristics

(As a prerequisite, we must have created the clients that we want to add to a specific zone)

  1. First, we need to go to the Deliveries tab on the left panel of the home screen. Then, we’ll go to Zones. Once here, we’ll click on the green Add button:

2. Once in this window, we enter the desired name for the zone and click on Save:

3. Now that we have created our Zone, we need to go to the Clients tab on the left panel of the screen. Once there, we’ll choose the clients we want to add to the zone:

4. We’re going to click on Bulk Actions, located in the upper left part of the screen, and choose the option Add selected to a zone:

5. In this window, we’ll see the Clients we have chosen on the left side and the List of Zones on the right side. We’ll click on this dropdown menu and choose the Zone we want:

Now go back to Clients to continue with the next article.