Minimum Version Required: 22.01
Steps
How to Use the Mapped Routing Tool
1. Using Universal Search, navigate to the Mapped Routing dashboard.
2. Select the columns that will be displayed in the report.
Note: All columns are selected by default.
3. Select a RouteVersion.
4. By default, only customers with Active Account Status will show.
5. The Start and End Dates are selected to determine the sales period for calculating average route times, cases sold, and dollar volume. This can be helpful when planning route changes.
6. Click Show Routes when filters are entered.
7. Select the Routes that will be used in the tool.
8. When routes have been selected, Click Mapped Routing to open the tool in another window.
9. Click Save Changes