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How do I set up delivery area names and rates?

Define delivery area names and rates for job costing and reporting in your roofing projects.

Menu path

Set-Up > More... > Area-Names


What it does

This command lets you define delivery area names and rates that you can select when entering job details. These areas appear in Job-Info > Job Details and are used for accurate job costing and reporting.


🧾 How delivery areas work

Delivery areas help you:

  • Apply location-specific delivery charges to jobs

  • Standardise delivery rates across your business

  • Include or exclude delivery costs from reports

  • Track delivery expenses by geographic area


🔧 Setting up delivery areas

Follow these steps to create your delivery areas:

  1. Go to Set-Up > More... > Area-Names

  2. In the dialog box, type the new area name (e.g., "City Centre", "Outer Suburbs")

  3. Set the delivery rate for that area

  4. Choose your line item label for reports (this appears in Reporting > Supply+Install)

  5. Select whether to include or exclude this line item in reports

  6. Click [Add] to save the new area


🛠 Managing existing areas

Action

Description

[Modify]

Change the details of an existing area name, rate, or settings

[Add]

Create a new delivery area with specified rate and label

[OK]

Save all changes to the areas.csv file in your User folder

💡 Delivery area tips

  • You can define up to 1,000 different area names

  • Use descriptive names that match your actual delivery zones

  • Consider grouping areas by distance or delivery cost brackets

  • Set realistic rates based on fuel costs and travel time

🧾 Data storage

When you click [OK], your delivery area details are saved in a data file called areas.csv in your ..\User folder. This file stores all your area names, rates, and display settings.


⚠️ Tile distributors note

If you're a tile distributor, you may also define a cartage rate per 100 tiles in addition to delivery charges. When both cartage and delivery rates are configured, both can be listed separately in the reporting dialog. For cartage rate setup, refer to Set-Up > Set Up Pay Rates > Tile Rates - Fixed.


🔧 Using delivery areas in jobs

Once set up, your delivery areas appear in the Job-Info > Job Details command, where you can select the appropriate area for each job. The system will automatically apply the associated delivery rate to your job costing.


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