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Routing: Hot Shot Route Setup

Distributor steps for setting up a Hot Shot route in Encompass for same-day or next-day deliveries: add user route bins, a manual Hot Shot route type, and System Setting 134. Requires v22.01+.

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Written by Bailey Naas-Thornton

Minimum Version Required: 22.01

Steps

What is a Hot Shot?
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A Hot Shot order is an invoice that is to be delivered on the same day or the next day.
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Setting up a Hot Shot Route requires setting up User Bins for all users that may deliver a Hot Shot invoice and setting up a Route to be selected when adding invoices.


How to setup Hot Shot Routes
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User Bins: This bin will be used on the Load Sheet to keep inventory separate and unique to each user that creates a Hot Shot. There needs to be a User Bin for every user who will ever run a Hot Shot Invoice. Set up the User Bin: Add a Bin to each User record under the column “Route Bins.”

1. Using Universal Search, navigate to the Users table
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2. Apply filters to the Column Headers for the users who are running your Hot Shot Routes.
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TIP:
We recommend filtering by Role to Deliverymen or Salesmen to make sure these users have their own Bin for loading purposes


a. Click Role
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b. Search for a role (such as Deliveryman/Salesman) then click Go
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c. Click Columns then click/check Route Bin and click Create View
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d. Click on Route Bin and Edit Column
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e. Select either your user's standard route's bin (i.e A user running Route 201 normally would select 201) or a Bin using their own name or click Save Changes


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3. Search for Route Types on the universal search bar
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a. Search for Routes on the universal search if there are existing Route Types
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b. Our Hot Shot Route(s) should have a Route Type of Hot Shot (which you just created or edited), Frequency=Manual, and Activity=Delivery. Edit as needed


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4. Search for System Settings on the universal search bar
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a. Search for 134 under Application Setting ID and click Filter Results
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b. You can choose to have all off-day invoices automatically go to the off-day route, or have your Salesman select which routes. You can also limit their selection to routes with manual Frequency (i.e., the Hot Shot Routes).
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c. Click Save Changes

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