Routing

How to Create a Route

- From the Routes section, click or touch the “Routes +” button. - On the Route Modal, enter all of the information pertaining to that route. The Delivery Employee will be responsible for the route. If you are using the Driver mobile application, that is the employee that will have access to the route. When finished, press the save button to commit the route. - Review Routes and Receive Confirmation Once saved, the route will appear in the left-hand column with the other routes and you will receive a confirmation toast indicating that the route was created.

How to Add Customers to Routes from Route Screen

Customers can be added to routes in 2 ways. The first way is from the Routes section and the second is from the Customer Profile section. Adding Customers from the Routes screen 1. From the Routes section. Select the route to which you wish to add customers from the left-hand column. Once selected, click on the “Customer +” button, highlighted in the image below. add customers from the route section 2. On modal for adding customer. Enter your search string. You can search for customers by: - First Name - Last Name - Email - Phone Number When you find the customer you are looking for, push the “>” button to add them to the route. 3. Once added the customer appears on the list for the route. Adding Customers to Routes from the Customer Profile Screen 1. Customers can also be added to routes from their profile screen. To do this navigate to the “Details” tab of the Customer’s profile and select the route where you wish to add the customer, from the Routes Drop-down menu. Please note that the desired route must have already been created in the Routes section. When finished, don’t forget to click the “Save” button to commit your changes to the system.

How to Configure Pickup Arrangements