Let's Talk Routing!

Hey there! Let’s talk about Routing! Typically, the routing manager assigns routes the evening before delivery day. Let’s walk through it together.

Head over to the Routing page.

Click the Routing icon from the sidebar menu.

Choose the date for which you want to route deliveries

then, select your delivery method. Only deliveries scheduled for that day will show up.

At the top, you’ll see some key numbers:

Total stops: what’s already routed vs. what’s left to route.

Total pieces: all the items being delivered.

Total installs: how many setups are on the agenda.

and finally, the average projected amount of stops for that particular day.

Don't forget to check out the routing notes! These are the delivery-related notes attached to each order; could be helpful for planning.

Above the map, you’ll see a breakdown of Total trucks, Total stops, and Total pieces

Now, scroll down a bit, you’ll see a bar for Unrouted Stops. Click to expand it and see all your stops waiting to be assigned.

You’ve got two options here:

Drag & Drop each stop into the truck you want.

Or let the system do the work for you. Click on Auto-assign,

and boom! Your routes are mapped!

Each truck has its own color-coded route: blue for truck 1, green for truck 2, yellow for truck 3, and so on.

Not happy with auto-assign? No problem! Just drag and rearrange the stops to your liking. Easy!

Want more info? Click on See Order Details tile to see:

model number,

quantity,

Fulfillment type,

and installation details.

Need to tweak an order? No worries! just Click Edit Order Details, and you’ll be able to update:

Customer Details: to adjust the phone number, email, or address.

and Delivery Details. If you want to change the order to other dates,

simply choose the delivery method,

and select the date when you want the order to be delivered.

Once you’ve made your updates, just hit Save Changes, and you’re good to go!

The order will now be delivered on the updated date.

Need a cleaner view? Use the Show All Trucks in Routed Stops toggle: Checked to See all routes on the map. Unchecked to Hide the routes for a clearer focus.

Picklist: Print the order details in a picklist format.

Driver link: Copy a link that takes drivers to their routes. (Not an app—just a simple web link!)

Shortest Distance: Automatically reorder stops, nearest first.

Reverse stop: Reverse all stop in a truck.

Lock stop: Prevents accidental changes to the route.

For even more control, check out the Select Action Menu:

By clicking shortest distance will rearranges the stops, placing the nearest stop first and the furthest stop last.

Print All: Export files in three formats:

Picklist: Shows truck, driver, date, and order details.

Install Only: Exports only install-related stops.

Invoice: Includes invoice details for each order.

View Changelog: See any routing changes made that day.

You can use emergency reschedule for Individual truck or entire route.

Individual truck will reschedule specific truck that you choose.

if you click it, a pop up will appear.

You can choose which truck you want to reschedule.

while Entire route will reschedule all the stops that has been save to each truck.

Reset route will reset all the stops that has been saved to trucks.

Need more room? No problem! Add Empty Truck to Instantly adds another truck to the route list.

Need to squeeze in an extra delivery? Click Add Manual Stop,

A pop up will appear.

Just simply fill in the customer details.

and Stop details

once you're finished, hit Add Stop.

Notice that now you have a new stop for the truck.

Once you’re happy with your routes, don’t forget to hit save! Otherwise, all your hard work could vanish.

Once routes are saved, drivers receive an email with their route link. This link takes them straight to the Driver’s App— It’s just a simple web page they can access from any browser, or their phone.

Lookin pretty good, yeah? - Just wait !! Next Up - The Drivers App!

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