Minimum Version Required: 22.01
Pre-Conditions
Confirm the 'user' for the route is set accordingly in the Users table. If you have not added the user, generate a user record with the appropriate role from the 'User' table.
Steps
Add a Route - Manual
Using Universal Search, navigate to the Routes table
Click Add Routes
Enter values to all required and applicable optional fields displayed the ‘New Route’ form and click the ‘Add Record’ button when complete
NOTE: The vehicle must be in the same Location as the Route Version.
Click Add Stops
Search and select Customer(s)
Continue adding Customers using the Save and Add More Customers button
When all Customers for the Route are selected, Click Save
The most recently added customer's Stop record is displayed, review the information and enter Activity and Product Group if needed
NOTE: All Route and User information is pre-populated, but review for edits, as needed
- Activity Effective: Activity set on the Route Record. (If adding an Activity to the Stop Record, this will override the Activity set on the Route)
If multiple Stops were added, review all Stops records created to ensure accuracy and set Activity and Product Group
Add a Route - Copy
Using Universal Search, navigate to the Routes table
Filter and search Route to copy from, then View Route
Click the Sub Tables button
Select Copy Routes
Make any changes as needed
NOTE: It is optional to copy any Sub Table records. Select the checkmark box to copy Sub Table records.
Click Copy Record
Fields And Definitions
*= Required field
*Route Version - Contains everything routing related for a location. Only one Route Version may be active at any given time, per location. When adding routes you can add to inactive or active Route Versions.
*Route Type - The drop-down options are from the Route Types table. How routes function for Picking, Cut-Off Time, Bin, and Load Sheet Type
*Route Num - Route Number
*Route - This is a text field to title the Route as desired
Bin - If left blank when creating a Route, the Bin will automatically be created to be the same as the Route Num on the Route
*User - The User assigned to customers on the Route
*Activity - Controls the type of Route and how the Route will be used
Assignment Group - Defines a group of Assignments to set on Route(s), typically used where DOT/Vehicle Inspection is required.
Load Sequence - Default sequence of how routes are processed.
*Color - For visual distinction among Routes. This is seen in Mapped Routing and Dynamic Routing in Delivery Optimizer.
*Vehicle - Sets the default Vehicle and Vehicle Trailer for the Route. The vehicle must be in the same Location as the Route Version.
*Route Planner Color - For visual distinction among Routes. This is seen in the Mapped Routing tool.
Planned Distance - This will be set once stops are added and will calculate the distance of the Route.
Truck Group - Vehicle for handling multiple load sheets (i.e. Shuttle Trucks)
Start Map Point - The drop-down options are from the Map Points table
End Map Point - The drop-down options are from the Map Points table
Route Description - This will automatically be set once the Route record is created. Will read as Route Version letter and name of Route.
Route Metrics - The options are 15 days, 30 days, 45 days, 60 days (default), 90 days, and 120 days. The purpose of the Route Metrics data is to provide users with better routing reports.
*Days in Advance - This indicates how many days in advance Plans and Events may be pre-generated.
Next Date to Generate - The next date plans will be generated.
*Frequency - How often the route is serviced.
*Day of Week - The day of the week the route is serviced.
*Start Time - Start time of Route
*End Time - End time of Route
Best Practices
The best practice for naming Routes is to put the route number, activity, and day of the week.
Example: 101 Delivery Monday.