The Route Panel offers a variety of options to help you visualize and organize your routes for the day. Routes can be created and stops can be re-arranged within a route, moved to another route, or un-routed.
After completing a search, all available stops will display under the Panel section: Deliveries to Route. A radio number beside the Route button will display how many stops were found within the search criteria. The Ship Via box and the options to include transfers, work orders, and PO's will be hidden after search is selected. To view them, select the Show filter options.
There are multiple ways to create a route that can be done automatically or manually.
1. Create Route Automatically
To have orders automatically routed, simply click the Route button. Based on your defined Routing Method, all orders found within the criteria will be automatically added to that route. As these routes are created, orders will be automatically optimized according to your defined Optimize setting.
2. Create Route Manually or Move Stops Using the Route Drop-Down
Stops displaying in the Panel may be selected one by one, or selected in groups by using the shift-select method. Once the desired stops have been selected, click on the Select Route drop-down and choose either "New" to create a new route on-the-fly or add to an existing route.
Note: To shift-select: Click on a stop, hold the shift button, and click on a second stop. All stops in between the two selected stops will be highlighted.
3. Drag and Drop
If there are existing routes already created, you can drag and drop stops from the Panel to the desired route in the Overview section. You can also drag and drop stops from one route to another in the Panel itself.
If you are using the drag and drop function within the Panel, you can click on a route header to collapse that route. If you click on the header again, you will expand the route.
You can also drag and drop multiple stops. The selected stops will be consolidated as you are dragging them and will expand back into their individual stop positions once released.
4. Right Click from the Map and Panel
1. You can right-click on any numbered icon on the map itself to un-route a stop, move that stop to another route, or utilize the move to feature.
2. You can right-click on any stop from the panel itself to un-route a stop, move that stop to another route, or utilize the move to feature.
3. You can double-click on any numbered icon on the map and that stop will be selected in the Panel. From the Panel you can use the Select Route drop-down to move that stop to another route.
Once the routes have been created, each route will be given the name defined on the Territories tab and will display the number of stops.
You will see the following information for each stop:
- Customer Name
- Customer Rank: If a rank is defined on the Settings tab and assigned to the customer on the Customers tab, a star icon and color will display beside the customer name.
- Shipping Address
- Time from previous stop: For the first stop, the distance is calculated from the originating branch.
- Distance from previous stop to that stop: For the first stop, the distance is calculated from the originating branch.
- Ticket number(s), the number of tickets per stop, and number of items: To view the ticket number, hover over the ticket and item quantity.
- Requested Time: This time is pulled from the Schedule tab, Customer tab, or the ERP system
- Estimated Delivery Time: This time will display in green unless it does not meet the Requested Time and then it will display in red.
- Stop Time: This is pulled from the default stop time set up on the route or from the customer average stop time if "Default Stop Time Padding to Average" is set on the Settings tab. The time can be overridden at the stop level on the Stop Detail page.
- Package Quantities: If the setting "Display Package Count Details" is enabled on the Settings tab, package quantities will display per ticket for each stop. A total count will display for all stops on the route after the last stop. If this setting is toggled off, the Package Quantities icon will appear and the counts will display when hovering over the icon.
Each stop may also contain the following icons:
- Shipping Instructions If there are shipping instructions, we display an orange icon. You can click or hover over the icon to view the shipping instructions directly from the panel. Embedding URLs and hyperlinks are active.
- Weight If you are displaying weight and load factor, a weight icon will display. You can click or hover over icon to view the weight and load factor for the entire stop. If all items on that stop have a weight and load factor loaded in the product file, the icon displays in black. If any products are missing a weight and load factor, the icon displays in red.
- Hazard If any product has a MSDS sheet loaded in the ERP system, a hazard icon will display.
- Credit If any order on a stop contains a credit item, a credit icon will display.
- Package Quantities If you are displaying package quantities, and "Display Package Count Details" is off on the Settings tab, any order containing box counts will display.
- Restricted Item An item flagged in as restricted will display with a bell icon.
- Multiple Branches If an order is coming from a ship branch different from the selected Route branch, a double arrow icon will appear. Hovering over the icon or double clicking on the order will display what branch it is coming from.
- Business Hours If the estimated delivery falls outside the customers hours of operations or will be delivered on a day they are closed, a red cancel icon will appear.
- Route Violation This icon is only available if using HERE. If a vehicle restriction prevents the truck from reaching the customers location, a car icon with an exclamation point will display.
- In-Process This icon will appear if any order on the stop is currently in a PICKING status.
On the route bar, we may also display the following icons, in addition to the above icons:
- Manifest Lock If the manifest is locked, we display a padlock icon.
- Print Once the manifest has been printed from Route, we display a printer icon.
- Optimization Off If optimization has been turned off for the route in Route Detail, the optimization off icon will appear.
- Late Delivery If an order has a requested time that will not be met, a clock icon will appear
- Address Accuracy If any order has an address with an accuracy less than green, an icon will appear. See the Address Accuracy section for more information.
- Floor Space If square footage and package dimensions are defined, the percentage of floor space icon will display. See Floor Space for more information.
- Vehicle Overweight If a vehicle is overweight, a scale icon will display. The total is calculated by taking the weight of the truck plus the weight of all products on the route. The truck weight and the maximum weight allowed is defined on the Vehicles tab in Deliver Web.
Note: If you hover over an icon, text will appear detailing the type of icon. Any information present for the icon will also display while hovering. You can also hover over the ticket and item quantity to view the order number of each ticket on the stop.
New Icons added since Release 3.6.0
- Tickets from a Different Route When a stop is moved from the default route, a green double-arrow icon will display. If the stop is then moved back to the default route, the icon will be removed.
- Tickets with Changed Ship Via When an order is routed and the ship via is changed based on the route ship via, a new truck icon will display. This only appears after the route is refreshed. For more information on updating the ship via when routing, see Settings and Refresh.
- Manually Grouped If stops are manually grouped into a consolidated stop, a new blue arrow up-arrow icon will display. See Manually Group for more information.
Address Accuracy
Each stop will contain a Stop Accuracy icon. A stop accuracy icon will display in green, yellow, red, or blue.
- Green - the address is a valid address
- Yellow - the street name exists in the zip code but not the street number
- Red - the street name does not exist in the zip code
- Blue - the address has been manually geocoded on the Stop Detail page. See below for more information on the Stop Detail page.
Consolidated Stops
If you are consolidating stops according to setting Enable Stop Consolidation/Grouping, all orders on that stop will be displayed together.
Note: Consolidated stops will only display on the same stop once the orders have been added to a route.
By default, only the first order grouping will display. To see additional orders on that stop, click the Show Stops button. To hide the additional stops, click on the Hide Stops button.
Issue Filter
If you would like to narrow down orders and display only those with issues, you can use the Issue filter. By clicking on the Filter icon, you can filter orders to show the following:
- Poor Address Quality
- Late Delivery
- Missing Weight
- Restricted Items
- Hazardous Items
- Different Ship Branch
- Transfers
- Route Violations
- Business Closed
- Tickets In-Process
- Ranked Customers
- Moved Route
- Ship Via Changed
- Any Issue
The stop count number will reflect how many stops on that route have orders with the filtered criteria. When there is a filter, the Filter icon will display in red. To remove a filter, select None.
Stop Detail
The Stop Detail page allows you to see a more detailed view of all the orders on a stop. You can also update the shipping address and override the stop time padding for that one stop.
To view the Stop Detail page, either double click on the stop in the panel or right-click on the stop in the panel and select Edit.
Update Shipping Address
To edit the shipping address, click on the pencil icon next to the zip code.
1. You can do a live Google or Here address search in the search bar. Once you select an address, the address fields will be automatically updated.
2. You can enter the updated address free-form into each of the address fields
Once the address has been changed, click on the Save button. The shipping address and accuracy icon will be updated in the panel to reflect the change.
Note: This will update the shipping address in Eclipse or Infor for all of the orders on the stop and an entry will be added to the change log noting what the original address was and what it was updated to.
Geocode
If you can't find an accurate address through the real-time search, it might be because the address doesn't yet exist. This happens frequently with new construction. In this case, you will want to manually geocode the delivery address. This method will not update the address but will send the manual geocode to Deliver when the manifest is loaded.
You can manually drag and drop the stop marker to a new location. That will automatically update the Latitude and Longitude fields. You can also manually update the Latitude and Longitude fields. Once you have the correct location, click Save.
This will not change the actual address displayed. Instead it will change the color of the accuracy icon to blue meaning it has been manually geocoded.
NOTE: Any orders made for that customer or any order using the exact same address will reflect the manual geocode
Stop Time Padding
You can edit the stop time padding for a specific stop from the Stop Detail page. Clicking on the Edit button will allow you to change the time.
Average Stop Time
A stop time will be recorded if the driver enters a .2 mile geofence of the customers address. The average is the last 5 non-zero stop times recorded and will update with each delivery to the customer with a stop time. (see the Stop Times section in our Summary article for more information).
If there is an average stop time recorded for a customer, that value will display here. To use the average stop time, edit the stop time padding and manually change the value. You can use the average stop time by default by turning on Default Stop Time Padding to Average on the Settings tab.
Business Hours
You have the option to define business hours per customer on the Customer tab. If an order is going to be delivered on a closed day or the estimated delivery time is going to fall outside the business hours, you can reschedule the order from the stop detail window. Double click on the stop and click on the calendar to enter a Requested Date and then select Schedule. The order will automatically be removed from the route or manifest and will not display until the requested date matches the Route Date.
Note: The new requested date and time will be added to the change log of the order.
View Order Detail
For each order, we display the Ordered By, Email, and Phone Number from the order header. We also display the shipping Instructions, number of items, issue icons, and the weight and load factor for the specific order. To view the products on each order, you can click on one order at a time or the View All button to see the products across all orders.
Exit Stop Detail
To exit the Stop Detail window, you can click the Done button or simply click outside the window to close.
Note: Clicking outside the window without pressing the Done button will not save any changes you may have made.
You can search for any order across all stops by using the search icon located at the top of the panel. Orders are listed in the search box alpha-numerically. To find an order, you can either enter the order number directly or scroll through the order list. Once an order is selected, the screen will scroll to the stop containing the order and the stop will be highlighted.
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