How to do Auto Create Routes
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​1. Using Universal Search Bar, navigate to Auto Create Routes Dashboard.
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2. Select Route Version.
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​ Note: Route Version must be inactive to select.
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3. Select Customers or Routes to generate.
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​ NOTE: Selecting Customers allows users to make routes with stops ONLY for the selected customer. Selecting Routes will make routes with stops for all customers on those routes.
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4. Click Add Customer to search manually.
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a. Search for a customer using the filters available then click Search.
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b. Select the Customer/s then click Add.
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c. Select each customer you wish to use.
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5. Click Import Customers to import a file.
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a. Select where to import the file.
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b. Choose the column and Click Select.
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c. Select each Customer wanting to use.
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6. Set Sales History Start Date.
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7. Set Sales History End Date.
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8. Set Cases Levels.
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9. Set Delivery Rules for Twice a Week stops.
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10. Set Working Days.
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11. Set Up Route Settings: Will be used as default settings for any Routes created. All routes generated will be assigned to the Salesrep/Deliveryrep you select here. Use this tool once for each or assign the user afterward.
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NOTE: These fields can be updated later in Mapped Routing or by editing the Routes.
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12. Select the Type of Routes to Generate.
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13. Select the Optimization Method.
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14. Click Create Routes.
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