The Strategic Routing App must be installed from the App Library.

Loading Data into Strategic Planner
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1. Go to the Route Versions table and click on Strategic Planner.
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Note: It is recommended that you make a copy of your active route version, only inactive route versions are enabled to load data into the strategic planner.

Fleet Data
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1. From the Strategic Planner dashboard, select the activity (ex. Delivery) and click search.

2. Check exclude for any routes/vehicles that you do not want to send to Strategic Planner.

3. Next, click Customers.

Customer Data
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1. Select the sales history date range you want to use.

2. Use the customer search to add specific customers

3. Use +Add Filter to filter on route num, customer type, chain, or on/off-premise

4. After the data loads, customers can be unassigned for routes or service patterns.
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Unassigning a customer from a route just flags the customer as unassigned in the strategic planner and the customer gets placed on any route. If a customer has to be on a specific route number, do not unassign them.
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Unassigning a customer from a service pattern will qualify that customer to be eligible to be routed on any day and any week. If a customer must be on their current day or specific week, do not unassign them

​Sending Data to Strategic Planner

1. Click Send to Strategic Planner when ready to send the data

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​Use Strategic Planner to re-route customer

Loading Data from Strategic Planning into a Route Version
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1. Go to the Route Versions table and click Import Strategic Plan

2. Click on Import Data for route version