How to add Address Hierarchy

Article VrhCPENq · source

In the dashboard :

  • Click on the hamburger menu () → Setup → Address Hierarchy

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  • Go to Address HierarchyAddress Configimage.png

  • On the Left Hand Side, you can see Pincode,Zone,City,State.

    • The hierarchies for them will be -

      • Different Cities can fall under a state.
      • Different Zones can be present under a city.
      • Different Pin Codes can fall under one zone.
      • Advisable to Add New Config according to this order.
    • Method 1 - Click on Add New option → A form shall appear with required fieldsimage.png

    • Fill up the form and click on the Add State button.image.png

    • You’ve successfully added a state.

    • Follow the above steps for Cities,Zones and Pin codes.

    • Method 2 - Upload CSV option → A file upload window appears.image.png

    • You can download a sample Excel file to understand what data has to be entered by clicking on the Download Sample Excel option from the window.image.png

    • Click on Select From Computer to upload your Excel sheet.

    • One can also drag and drop your file into the space provided in the window.

    • Click on the Upload button.

    • You’ve successfully added a state in Address Hierarchy.

    • Follow the above steps for Cities,Zones and Pin codes.


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