Add Orders – Create Orders, Import Orders And Upload Orders

Route4Me’s Order Management and Routing Software enables medium and large last mile businesses to automatically import orders from CRMs and other systems, add, upload, scan, sort, and schedule millions of orders effortlessly. In this guide, you can learn how to import orders with the ERP order import API, create orders manually on the trusted route software, and upload orders with spreadsheets to your Route4Me account. Then, you can manage orders, route orders, and complete orders.

Import Orders From Other CRM Systems To Route4Me ERP Software With API

With Route4Me’s enterprise routing API, you can automatically import millions of orders. To import orders using the API, contact your Route4Me Routing Expert or the Route4Me Support Team. Once imported, orders are instantly available in your Orders List with the “New” status. Additionally, to enable scanning order labels to confirm, sort, and schedule orders in the system, include a Custom Data column labeled “BARCODE” with unique codes for individual orders.

Schedule New Imported Orders For Route Planning

Once imported into the trusted route optimization software, orders get the “New” status. These New orders can’t be used to optimize routes or be inserted into planned routes until they are scanned and confirmed in the system and then scheduled. To see orders with the “New” status, enable the “All Orders” or “Open/Pending” View Modes on your Orders List. Additionally, learn more about managing orders.

Furthermore, you can manually schedule one or multiple “New” orders. To do so, select the “New” orders you want to schedule by checking the boxes next to them. Then, click “Reschedule” from the action bar above the Orders List. Alternatively, for individual orders, simply click the Three-dot Icon and select “Schedule” from the menu.

Scan Order Label Codes To Confirm, Sort And Schedule New Orders

The main method of processing “New” orders for route planning and optimization is scanning label codes. For your convenience, Route4Me’s Android Route Planner and iPhone Route Planner apps feature an integrated barcode scanner and support connectivity with various commercial Bluetooth scanners. In detail, the Possession Scan registers orders in the system, the Sorted Scan schedules orders for a specific date and sorts orders by Territory based on their address. With the mobile app, you can continuously scan order label codes to sort and schedule “New” orders, which then get the “Sorted” and “Scheduled” order statuses, respectively. Then, you can use “Scheduled” orders to plan and optimize order routes.

Bulk Upload Orders Spreadsheet To Route4Me Order Routing Software

You can easily upload millions of orders into your Orders List as a spreadsheet file. First, click the “Upload” button in your Orders List and then upload your CSV spreadsheet with order data. Alternatively, you can download a Route4Me Order Upload File Template, fill it with your order data, and then upload it to the fastest delivery routing software. Once orders are uploaded, they are assigned the “New” status. After that, you can schedule the uploaded orders and use them to plan new routes or insert orders into planned routes.

Alternatively, you can include schedule details in your upload spreadsheet, along with many other attributes and details. Specifically, the table below describes the valid order data column headers and associated column data you can include in your order upload spreadsheet, which Route4Me will validate. NOTE: To enable scanning order labels to confirm, sort, and schedule orders in the system, include a Custom Data column labeled “BARCODE” with unique codes for individual orders.

After uploading, the trusted delivery routing software automatically validates and matches column names from the spreadsheet to order fields. Once orders are uploaded, they instantly become available in the Orders List with the “New” status and can be scheduled for the upload date or dates specified in the spreadsheet. Accordingly, once the orders are scheduled, they are assigned the “Scheduled” status and can be used for routing.

Then, the uploaded and validated orders will become available in your Orders List with their validated data converted into order details. Accordingly, if you include order scheduling details in your order upload spreadsheet, the uploaded orders will have the “Scheduled” Order Status. Furthermore, orders without schedule information will have the “New” status, and you will need to scan orders to sort and schedule or schedule orders manually.

Create Orders – Add New Orders Manually To Orders List

Additionally, you can manually add customized orders from the Orders List. To do so, go to “Orders” from the Navigation Menu and click the “Create Order” button. Next, you can add the order details, customer details, optimization constraints, Custom Data, schedule the order, etc. Accordingly, Route4Me will automatically geocode the address and generate the respective latitude and longitude coordinates of the order’s location. Once an order is created, it is assigned the “Scheduled” status. Accordingly, you can use Scheduled orders to optimize new routes or insert them into planned routes.

NOTE: To enable scanning order labels to confirm, sort, and schedule orders in the system, click “Custom Data” and add the “BARCODE” custom identifier. Then, input the preferred unique label code in the “Custom Text” field.

In detail, when creating orders manually, you can customize the following order details:

Once you create the order, it automatically becomes available in your Orders List with the “Scheduled” status and is scheduled for the specified date. Accordingly, you can use this order to optimize new routes or insert the order into planned routes. When you add the “BARCODE” Custom Data value, Route4Me automatically validates the code and enables the “Label Code” column option in the “Display Columns” menu.