Route Settings

Stop time padding determines how many minutes will be added between stops to allow for the proper amount of time a driver will need to be at that stop to deliver the material. This will be the default stop time padding value when a new route is created through Territories or on-the-fly through Route. This value can be overridden at the route level and at the individual stop level.

This value will default to what is in Settings for that branch. Changing it here will override the Settings value and be the default padding added to each stop on the route. Once the route is created, the stop time padding can be overridden at the stop level.

When this option is enabled, the ship-to customer's average stop time will be used as stop time padding. A stop time will be recorded when the driver enters a 0.2 mile geofence of the customers address.

We take the last five non-zero recorded stop times to include in the average calculation. This vale can be overridden at the individual stop level (see the Stop Times section in our Summary article for more information).

The Routing Method is the most important decision you will make in Settings. The routing method determines how orders will be automatically routed in the Route tab.

The Optimize setting will determine how stops are organized when automatically routed in the Route tab.

By default, any order with the same ship-to and the same shipping address will be consolidated on the same stop. When determining if the shipping addresses match, we remove all non-address information from the 1st and 2nd line of the address. If the address matches exactly after removing the non-address information, the stops will be consolidated.

The tickets will display in numerical order so only the non-address information for the first ticket will display. In the Deliver app, the driver will be able to view the non-address information for each order on the order details page

In this example,  you see that line one is different for each stop even though they are for the same ship-to (left image). But the non-address information is removed so the orders are combined into one stop (right image).

By default, credit orders will be grouped with existing orders for the same customer. Enabling this setting will separate credits into their own stop, allowing you to obtain photos and signatures separate from invoiced deliveries.

By default, when you create a manifest through Route, the manifest will be un-locked. You can then either lock the manifest through Route or in Eclipse. Enabling this option will auto-lock the manifest as soon as it's created in Route.

When this option is enabled, any weight and load factor settings at the product level will display.

All ship-via's entered here for your last used template will appear by default when searching for orders. To create a new template, click on the plus icon, give your template a name, and then click in the ship-via box and begin typing until you see your desired ship-via. To add additional ship-via's to a template, place your cursor next to the last ship-via in the list and begin typing until you see your desired ship-via. To remove a ship-via from the list, click on the small "x" located in front of the ship-via name. 

To create additional templates, repeat the above steps. To delete a template, click on the trash icon located underneath the template section.

Note: When searching for orders you can only use one template at a time.

For more information on how ship-via's and their associated templates are used, click here.

By default, if the order is moved from one route to another and the ship via on the new route is different than the original, the ship via does not get updated on the order. For Eclipse customers, there is a control file, Innovo Route Update Ship Via on Manifest Add, that will update the ship via on the order once a manifest has been created.

If you want the ship via updated on the order once it's been placed on a route or moved from one route to another, you will enable this setting. You will also need to Refresh the order in Route for the update to take place.

By default, the route date in the Route tab will be your next business day. For example, when you are routing orders invoiced on Monday, the route date will default to Tuesday as that is your next business day and the day you will be delivering those orders. If you are closed on the weekends, when you are routing orders invoiced on Friday, the route date will default to Monday as that is your next business day and the day you will be delivering those orders.

By default the Route date (or Manifest date) is set to the next business day. When this option is enabled, the route date will be set to the current date.

By default, the search dates are set to the last business day prior to the route date. When this option is enabled, the order search dates will match the route date.

By default, the start and end search dates are set to the prior business day from the route date. If you want to make sure you are picking up all orders that have not yet been placed on a manifest, you can set the start date back x number of days from the route date and we will search for all orders within the start and end dates.

We recommend enabling this setting as package quantities are not updated in Route once the order has been placed on a route. When this option is enabled, we will no longer display package quantities in Route.

Note: Package quantities are view only.

If not disabled, package counts will display on the each stop but will only be visible if you hover over carton count icon or double click on the stop to enter the stop detail window. When this option is enabled, the counts per stop and ticket will display on the stop information from the Panel and the icon will be removed. A total count for all stops will display at the bottom of the route.

You can define package dimensions for each carton type defined in Eclipse. The package dimensions will be used when calculating the floor spaced used per vehicle on the Dispatch and Route tabs.

To add dimensions to a package, select the + sign and choose a package type from the drop down menu. These package types come directly from the control file, Valid Package Types, defined in Eclipse. Enter in the Length & Width of the package. To delete a type, select the track can icon.

Note: You do not have to add dimensions for all package types. You may only want to define dimensions for those package types that cannot be stacked.

The stop makers on the map will default to Normal. If you have a large amount of stops per day, you can set the makers to Small to make them easier to view on the Map.

You can define a cost per mile value which will determine if the route is profitable once created. Route profitability is calculated by taking the total order profit and subtracting the number of miles * cost per mile. A value entered at the branch level will be used when calculating profit unless there is a value at the territory or vehicle level.

For more information on cost per mile, click here.

NOTE - If every branch will be using the same cost per mile value, you can set it up once under the All Branches setting even though you are not using All Branches for other branch settings otherwise, we will use the branch specific setting.

You can assign a rank to each customer and that rank will display in Route and in the Deliver app. You can use this to rank your top customers, designate customers with specific delivery instructions like a Wednesday Only customer, or a Van Only customer.

NOTE - If every branch will be using the same customer rankings, you can set them up once under the All Branches setting even though you are not using All Branches for other branch settings otherwise, we will use the branch specific setting.

To add a customer rank, click on the plus icon and add a name. Then click on the color box and define a color for that rank or manually enter the color code. To add additional ranks, repeat the steps just listed. To delete a rank, click on the trash icon.

Once a rank is defined, you can assign the rank to a customer on the Customer tab. More information can be found here. This rank will appear on the stop information on the Route tab and also in the Deliver app.