System Data Post Code Regions

Postcode Regions

Introduction

Post Code Regions allow you to group postcodes into geographical areas for sales reporting and marketing purposes.
Once configured, regions can be used in Sales Summary using the Regions (Post Codes) filter. This makes it easy to analyse sales performance by location.
When used in the [ Sales Summary | Customers ] screen, results can be sent to the List Manager, allowing you to target marketing campaigns and mailings to specific geographical areas.

How Post Code Matching Works

Post Code Regions use a simple matching algorithm designed specifically for UK postcodes.
Because of this, two-digit postcode ranges are not supported. The system works by matching postcode prefixes and patterns using basic wildcard and range expressions.

Supported Examples

FormatResult
NGMatches all postcodes beginning with NG.
NG[0-9]%Matches all NG postcodes.
NG3Matches only NG3.
NG3%Matches NG3 and any postcode beginning with NG3, such as NG31.
NG3[0-9]Matches NG30 through to NG39.

Important Notes

  • Post Code Regions are used only for filtering and reporting within Sales Summary.
  • Post Code Regions are not used by the Courier configuration sections within System Data.
  • The postcode matching feature is intended for UK postcode formats only.

Post Code Regions Grid

The Post Code Regions screen contains the following fields:

FieldDescription
RegionThe name of the geographical region. Examples might include Birmingham, Coventry or Newcastle.
Post CodesA comma-separated list of postcode prefixes and patterns associated with the region.

Post Codes Field

The Post Codes field defines which postcodes belong to the selected region.
For example:

L[0-9], NE

Where:
  • NE represents all Newcastle postcodes beginning with NE.
  • L[0-9] represents Liverpool postcodes.
Important:
Single-letter postcode areas such as Liverpool must be entered using a format such as L[0-9]. If only L is entered, the system will match all postcodes beginning with L, including areas such as Leicester and Leeds.
For more information, see Setting up Postcodes.
Note:
Multiple postcode prefixes must be separated by commas.

Post Code Regions Context Menu

The Post Code Regions grid includes the following right-click options:

OptionDescription
Apply Value RangeApplies the same value to all selected rows within the current column. See How To: Apply Value Range.
Clear SelectionRemoves the current selection from the grid.

See Also


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