Skip to main content

Mapped Routing

Distributor steps for using the Mapped Routing tool in Encompass to view customers on a map by route and route version, with average route times and sales, to plan route changes. Requires v22.01+.

B
Written by Bailey Naas-Thornton

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
​
​

Did this answer your question?