Create and Edit Orders in the Orders List

To help you manage order fulfillment more efficiently and process online orders from your online business with ease, Route4Me route optimization software allows you to generate orders with your customers’ addresses in a few simple steps.

 

To create an Order, go to Orders from the Navigation Menu.

Easy route planning with Route4Me

 

In the Orders List, click FileAdd Order.

Easy route planning with Route4Me

 

In the Add Order window, start typing in the address to which you want to assign the order, then select one of the suggestions from the auto-complete list.

Easy route planning with Route4Me

 

The green dot next to the input address indicates that the address is geocoded with high confidence. Right-click on the green dot to view the address on a small map with latitude and longitude data.

Easy route planning with Route4Me

 

To schedule the date of the online order, click on Schedule For tab and choose a date from the calendar or type it in manually.

Easy route planning with Route4Me

 

In the Location tab:

  1. Type in an Alias for your order;
  2. Choose a color that will be associated with this order on the Routes Map;
  3. Select a custom icon the will be associated with this order on a map.

Easy route planning with Route4Me

 

In the Location Details tab, you can type in contact information for the order such as the first and last name, e-mail address and/or a phone number. To add more information, click on Edit Custom Data.

Easy route planning with Route4Me

 

Custom Data Editor allows you to add important information that can not be included in the predefined fields.

  1. Type in the field’s title and a value for that field;
  2. Click Add One More to continue adding fields;
  3. Click OK to return to the Order Editor.

Easy route planning with Route4Me

 

In the User-defined Fields you can enable Order Custom Fields that allow you to add custom statuses for your orders in the Orders List. Check the boxes next to the existing fields to enable them or add new Custom Fields by clicking on Manage fields here.Easy route planning with Route4Me

 

In the Time Windows tab:

  1. Set up time window constraints by typing in Start and End time using military time format;
  2. Add a service time or the amount of time it takes to service that particular order;
  3. Select a specific time zone in case you have orders that are located in different time zones.

Click Save to save the order to the Orders List, click Save+New to save the order and start adding a new one.

Easy route planning with Route4Me

 

To edit an order, right-click on the order in the Orders List, then select Edit Order.

Easy route planning with Route4Me

 

 

Was this article helpful?
Still can't find what you're looking for? Contact us
Route4Me

About Route4Me

Route4Me has over 34,000 customers globally. Route4Me's Android and iPhone mobile apps have been downloaded over 2 million times since 2009. Extremely easy-to-use, Route4Me's apps create optimized routes, synchronize routes to mobile devices, enable communication with drivers and customers, offer turn-by-turn directions, delivery confirmation, and more. Behind the scenes, Route4Me's operational optimization platform combines high-performance algorithms with data science, machine learning, and big data to plan, optimize, and analyze routes of almost any size in real-time.

Leave a Reply

Your email address will not be published. Required fields are marked *