Minimum Version Required: 22.01
Pre-Conditions
Dynamic Routing, Mapped Routing, Route Optimizer, Shipment Planner button require the LoadSheetEdit permission.
Steps
How to use Routing on Delivery Optimizer
1. Using Universal Search, navigate to the Delivery Optimizer dashboard
2. Using the left side panel, apply filters to Location, Delivery Date, or other fields and click the Show button
3. In the main body of the page, use the checkbox to select Route(s) to Optimize
4. Under the Routing header, select from the options provided:
Dynamic Routing: Manually reorder Stops or reassign Stops to different Routes
1. Drag Stops to reorder or move to a different Route
2. Multiple Stops can be rerouted at once by selecting the checkbox next to each Stop
3. When ready save the changes to either the Current Load Sheet or both the Load Sheet and its associated Route
Mapped Routing: Dynamic Routing with a detailed Map View and Optimizer
1. Click the checkbox next to the Route to gain a detailed view of its stop
NOTE: This table displays all selected Routes, it also displays:
The Route color
The assigned Delivery rep
The number of stops on the route
The loaded Products Types and their total weight
The projected times for the Route (Travel, Service, Total)
Click and drag a stop to reposition or reassign it to a different Route
NOTE: Stops can be resequenced automatically by selecting a priority type in the Re-Seq drop-down. Additional details can be displayed by selecting Columns from the Column drop-down.
2. Select Product Pick Types for additional product information
3. Select Stops via a rectangular selection
4. Reposition the map by clicking and dragging
5. Select Stops via polygon selection
6. Deselect all stops
7. Display all stops on the map
8. Display all routes and their stops on the map
9. Display colored route path for all visible routes
10. There are different methods to reassign Stops to different Routes:
Method 1: Select the stops you would like to move and click on the new Route’s delivery path on the map
Method 2: Select the stops you would like to move and click on the Route in the table
Method 3: Select the stops you would like to move, hover over a stop, and select ‘Place selected stops after this stop’
11. Save the changes to either the selected Load Sheet/s or both the Load Sheet/s and associated Route/s
Route Optimizer: Optimize or transfer Stops for multiple Routes at once
1. Specify the Optimization method for the selected Routes
2. Select Routes to transfer FROM, as well as the Routes to transfer those stops TO
NOTE: in addition to the chosen Optimization method, Stops transfer is determined by (in order of priority)
The amount of Stops already on the TO route (if Stops > 23, the Route is considered full)
The weight limit of the delivery vehicle
The Total Time of the Route (if Total Time > 10 hours, the Route is considered full)
3. Click Optimize
4. Save the changes to the Current Load Sheet or the Current Load Sheet and its Route
Best Practices
Use Mapped Routing in Delivery Optimizer to make changes to the delivery driver temporarily but without changing the driver on the route
Dynamic Routing is a fast way to re-sequence the routes based on the locations that have invoices for that route
By selecting the “+” in Delivery Optimizer on the route, you can get a quick view of the Load Sheet and the Stops
Skills Kickstarts: