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You do not want to group your customer by zip code (ZIP), but only by its first two digits? Proceed as follows:
- Create a custom field for customers at Options > Custom fields > Customers, e.g. '2-digit ZIP' (see Custom fields overview).
- Export the customers as an Excel file at Customers > More > Export (see Export customers).
- Add a new column to the Excel file for the '2-digit ZIP' field. Fill this with the first 2 digits of the ZIP code, e.g. using the LEFT formula (for details, see the Microsoft support article LEFT function):
- Reimport the customer data. To do this, only assign the '2-digit ZIP' field and the key field. In this way, only the '2-digit ZIP' field is updated (see Update customers).
- In the territory optimization, go to Optimization settings > Grouping.
- Click on the pencil icon. A pop-up window opens.
- In the selection menu, select By custom field and then the field you have created 2-digit ZIP. Save.
- Click on Start optimization to initiate a territory optimization.
During the territory optimization, customers of a group (i.e. the same first two zip code digits) are now only assigned together to an area.
Notes:
- If new customers are added, import the first two zip code digits as well.
- For future new territory optimizations, specify this grouping again, if desired.