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Let's Talk Routing!

Learn How to Set Your Delivery Route.

Katie Bange avatar
Written by Katie Bange
Updated this week

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

Routing Page

Head over to the Routing page.

Click

Click the Routing icon from the sidebar menu.

Click here

Choose the date for which you want to route deliveries

Click '19'

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

Click 'Local Delivery'

Reading the Page

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

Click 'Routing'

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

Click 'Routing'

Total pieces: all the items being delivered.

Click 'Routing'

Total installs: how many setups are on the agenda.

Click 'Routing'

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

Click 'Routing'

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

Click 'Routing'

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

Click 'Routing'

Unrouted Stops

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.

Click 'Total Stops

You’ve got two options here:

a

Drag n Drop

Drag & Drop each stop into the truck you want.

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Auto- Assign ***

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

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and boom! Your routes are mapped!

Routing

Identify Routes

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

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Adjusting the Route

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

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See the Details

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

s

model number,

Click 'TR5003WN'

quantity,

Click 'TR5003WN'

Fulfillment type,

Click 'TR5003WN'

and installation details.

Click 'TR5003WN'

Order Change?

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

Click 'Edit Order Details'

Address Change?

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

Click 'Local Delivery'

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

Click 'Local Delivery'

simply choose the delivery method,

Click 'Select delivery method'

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

Click '27'

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

Click 'Save Changes'

The order will now be delivered on the updated date.

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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.

d

Icons & Tools

Each truck has five awesome tools:

d

Picklist

Picklist: Print the order details in a picklist format.

d

Drivers App Link

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

d

Shortest Distance

Shortest Distance: Automatically reorder stops, nearest first.

d

Reverse Stop

Reverse stop: Reverse all stop in a truck.

d

Lock Stop

Lock stop: Prevents accidental changes to the route.

d

Select Action Menu

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

Select Action

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

Select Action

Print

Print All: Export files in three formats:

Print all

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

Print all

Install Only: Exports only install-related stops.

Print all

Invoice: Includes invoice details for each order.

Print all

Changelog

View Changelog: See any routing changes made that day.

Select Action

Emergency Reschedule

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

Emergency schedule

Individual truck will reschedule specific truck that you choose.

Emergency schedule

if you click it, a pop up will appear.

Click here

You can choose which truck you want to reschedule.

Reschedule individual truck

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

Emergency schedule

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

Select Action

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

Select Action

Add Manual Stop

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

Click 'Add Manual Stop'

A pop up will appear.

Click 'Add Manual Stop close'

Just simply fill in the customer details.

d

Require Pictures & Signature

and Stop details

Click 'on 
                Require Pictures & Signature'

once you're finished, hit Add Stop.

Click 'Add Stop'

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

d

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

d

Drivers Link is Sent!

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.

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

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