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How to Set Up and Manage PMA

Last updated July 15, 2026

Objective

A Primary Market Area (PMA) defines the geographic zone each dealership location covers, so customers are automatically routed to the right location. You can define a PMA in one of two ways:

  • Geometry — draw the coverage area as a shape on a map.
  • Postcode — upload a list of postcodes that the location covers.

Both modes show the customer the same location pop-up; only the way you define the area differs. Postcode mode is ideal when you think about your market in postcodes and manage a high volume of them.


Step 1: Choose your PMA mode

  • Open your Dashboard.

  • Go to Settings → Ordering.

  • Find Primary Market Area Mode and choose one:

    • Disabled — turn PMA off.
    • Geometry (draw boundary) — define areas by drawing on a map.
    • Postcode (postcode list) — define areas by uploading postcodes.
  • Save. Changes take effect within about 1 minute.

You also set a Fallback Location here — the location used when a customer doesn't match any PMA.


Step 2: Open the PMA tab for a location

  • Go to Settings → Location and choose the location (dealership) you want to manage.
  • Open the Primary Market Area tab. What you see depends on the mode you selected in Step 1.

Option A — Geometry (draw a boundary)

  • Click Draw Area on the map.
  • Outline the region that belongs to this dealership.
  • You can draw multiple areas if one location covers more than one region.
  • Click Save changes.

Large postcodes: some postcodes (like 2000 in Sydney) cover a wide area. Matching uses the centre point of the customer's postcode. If the centre falls just outside your shape it won't match — slightly expand your drawn area to fix this.


Option B — Postcode (upload a list)

  • Prepare a CSV file of the postcodes this location covers. Two layouts are supported:

    • Single column — one postcode per row (an optional postcode header is fine).
    • Location code + postcode — two columns, e.g. location_code,postcode. Only the rows whose code matches this location's Code are imported, so you can maintain one master CSV covering every dealership and upload it to each.
  • On the Primary Market Area tab, click Upload CSV and select your file.

  • The imported postcodes appear as tags. Uploading again adds to the list; remove any tag individually, or use Clear all.

  • Click Save changes.

Tip: to use the location-code layout, make sure each location has a Code set on its General tab. Without a code, every postcode in the file is imported to the location you're editing.


Step 3: See it in action

  • When a customer visits your site, they see a location pop-up.
  • They type a postcode or suburb (Google-powered search).
  • The system matches them to the correct location — by the drawn area (Geometry) or by the postcode list (Postcode).

Step 4: Handle overlaps or no matches

  • If two areas match, both options appear and the customer chooses.
  • If no area matches, the lead is routed to your Fallback Location.

Step 5: Test your setup

  • Open your website in incognito mode.

  • Try three examples:

    1. A postcode/suburb inside this location's area (should assign to this location).
    2. A postcode/suburb that overlaps two areas (should show both options).
    3. A postcode/suburb outside all areas (should route to the fallback).
  • Make a test enquiry or order and confirm it's assigned to the expected location.


Step 6: Turn PMA off (if needed)

  • Go to Dashboard → Settings → Ordering.
  • Set Primary Market Area Mode to Disabled.
  • Changes take effect within about 1 minute.
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