How to Set Up and Manage PMA
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
postcodeheader 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.
- Single column — one postcode per row (an optional
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:
- A postcode/suburb inside this location's area (should assign to this location).
- A postcode/suburb that overlaps two areas (should show both options).
- 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.
