Create Routes

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Revision as of 09:44, 6 April 2015

Contents 1 Orders for Zone(s) 2 Map 2.1 Map Icons 2.2 Top Button Ribbon 3 Directions 4 Route Stops List 5 Bottom Button Ribbon

The Create Routes window enables you to create and optimize delivery routes. The window itself is organized into several sections, each one playing a pivotal role in ensuring the orders you are delivering are handled in the most efficient manner possible, and ultimately enabling you to get the orders into the hands of the recipients.

The areas of the window that are displayed when you open the Create Routes window can be configured from the Delivery Snapshot Window under the Tools menu.

Orders for Zone(s)

Orders for the zones selected in the Delivery Snapshot window are displayed in the Orders for Zone(s) list. Critical information about the order, including the ticket number, priority, special instructions, recipient(s), recipient’s phone number, and address are displayed in the list as well if you click on the order and expand it. An icon indicates the order status, with a legend above the order list explaining the meanings of the various icons displayed next to each order.

High priority items appear in green.

Status	Description
Routed	Orders that have been routed.
Designed	Orders that have been designed (but not routed).
Assigned	Orders that have been assigned but not marked as designed.
Not Designed	Orders that have not been designed.
Not Mapped	Orders that have been designed but not mapped.
Not Mapped Selected	The selected non-mapped order.
Routed High	High-priority orders that have been routed.
Designed High	High-priority orders that have been designed (but not routed).
Assigned High	High-priority orders that have been assigned but not marked as designed.
Not Designed High	High-priority orders that have not been designed.
Non Mapped High	High-priority orders that have been designed but not mapped.
Non Mapped Selected High	The selected non-mapped high priority order.

When you right-click on an order and select View Order Detail, the Order Details popup window appears. This popup contains information about the order. See Order Details Window for additional information on this popup window. You can show and hide the Orders list from the [[Create Routes window by clicking on the left and right arrow buttons at the top of the window. You can also right-click on an order and select Change Zone to change a delivery zone for an order.

Map

The map displays the position of your shop and the orders from the delivery zones. You can use the polygon tool to select a group of orders and add them to a route.

Map Icons

Status	Description
Default	The default icon for a location on the map.
Multiple	Multiple orders in a single location.
Assigned	Orders that have been assigned but not marked as designed.
Routed	Orders that have been routed.
Truck Position	The location of the truck.
Delivered	Orders that have been delivered.
Assigned High	High-priority orders that have been assigned but not marked as designed.
Routed High	High-priority orders that have been routed.
Origin	The route origin.
Designed	Orders that have been designed (but not routed).
Not Designed	Orders that have not been designed.
On Truck	Orders are on truck to be delivered.
Designed High	High-priority orders that have been designed (but not routed).
Not Design High	High-priority orders that have not been designed.

When you click Show Details, each icon (representing an order) on the map displays information about the order:

• Order and ticket number
• Address
• Zone
• Recipient
• Recipient phone number
• Priority
• Design status
• Route status
• Delivery status

You can show and hide the map by clicking the arrow buttons at the top of the window.

Top Button Ribbon

The button ribbon at the bottom of the map provides you access to several functions related to route creation.

Button	Description
Show Details	This button only appears when you are not displaying details for orders on the map. It shows details, including order number, address, zone, recipient, and design status.
Hide Details	This button only appears when you are displaying details for orders on the map. It hides the details.
Print Map	Prints the map.
Add To Route	Click this button to add the currently selected orders on the map to the route.
Link Order	Click this button to link the selected pushpin to the unmapped order that is currently highlighted in the Orders list.
Unlink Order	Click this button to unlink an order that you had previously linked.

Directions

The Directions list appears at the top of the window directly above the map. Once you add stops to the route, directions are created based on your stops. These directions can change if you add an origin (and final stop) to the route, as well as if you optimize the route based on quickest path or shortest distance. They can also change if you modify the stop list (either by manually reordering it or by adding additional, non-order-related stops).

Route Stops List

The route stops list contains all of the stops for the current delivery route in the current order for the route. (The only exception is if you have set an origin point, it will be stops 1 and the last stop, even though it is not listed in the route stops list.) You can have more than one route in the Create Routes window; the list contains different tabs representing each route.

This list contains the following columns:

Column	Description
Stop No	The stop number for the route. When you have set the origin for the route, it will be set as both the first and last stop number in the route by default.
Invoice No	The invoice number for the stop.
Recipient Name	The recipient’s name.
Address	The recipient’s address.
City	The recipient’s city.
State	The recipient’s state or province.
Zip	The recipient’s ZIP or postal code.
Zone	The recipient’s delivery zone.
Priority	The priorty of the most important item in the stop (as designated by the Delivery Priority Code).
Store	The store where the order originated.

Next to the routes list, there are buttons enabling you to move the selected stop up or down in the route list. You can also click and drag within the list to reorder it. If you click the Delete button, the selected stop is removed from the route.

You can show and hide the orders list by clicking the show and hide buttons at the top right of the area.

Bottom Button Ribbon

At the bottom of the Create Route Routes window, there are several buttons in the button ribbon that provide you with further functionality.

Button	Description
Refresh	Refreshes the window with the most up-to-date information.
Add Zone	Opens the Add Zone window, enabling you to add orders from additional zones to your route.
Origin	Opens the Route Origin window, enabling you to specify the route origin. If you select an origin, the first and last stop in the route will automatically be the specified origin.
Add Order	Opens the Add Order window, allowing you to add orders to the delivery route that do not already display in the Orders for Zone(s) list.
Optimize	Opens the Optimize Route Options window, from which you can select to optimize by quickest path or shortest path.
Print Manifest	Prints the route manifest (routing slip).
Complete	Opens the Complete Route, enabling you to complete the delivery route.
Save	Saves your changes. You should click this button prior to clicking Escape to close the window if you want to keep your changes.
Escape	Closes the Create Routes window without saving your changes.