Customer Locations – Add, Edit And Insert Locations Into Best Routes
Your Customer Locations page serves as a centralized database where you can manage and organize a large number of Customer Locations. You can synchronize in real-time Customer Locations across multiple users, accounts, and devices, ensuring consistent and up-to-date information. Additionally, you can easily select Customer Locations to plan and optimize last mile routes. This guide will walk you through how to add, select, and seamlessly manage your Customer Locations.
Table of Contents
Add Customer Locations – Create Detailed Address Location Profiles
To open your Customer Locations page, go to “Customers” in the Navigation Menu, then click “Customer Locations“. Here, you will see all of your Customer Locations and their associated data.
To create a new Customer Location, click the “Add Locations” button.
In the “Add Locations” panel, enter into each field the requested data. To finalize, click the “Add Location” button. See the table below for specific details about each data field.
| Field | Description | |
|---|---|---|
| LOCATION | ||
| Address | A specific location used for routing, which may be geocoded into latitude and longitude coordinates. | |
| Customer | The name of the person or entity associated with the location. | |
| Customer Alias | The custom alias or name that can be used when searching for the Customer Location. | |
| Color | The color assigned to the address pin that appears on the Customer Locations map. | |
| Location Details | The Group, First Name, Last Name, Email, Phone, and Customer PO associated with the Customer Location. | |
| Custom Data | A Custom Identifier or code assigned to the Location to distinguish it from others as well as Custom Text which enables you to provide additional details related to the Location. | |
| DETAILS | ||
| Business Details | Includes Pieces Planned, Weight Planned, Cube Planned, Reference No, Revenue Planned, Priority status, and Address Destination Type. | |
| TIME WINDOWS | ||
| Time Windows | Includes First and Second Time Window Start and End Times, written as HH:MM. | |
| Service Times | The allotted amount of time to service the Location. | |
| Time Zone | The specific region where the local time is set based on the standard time for that area. | |
| SCHEDULE | ||
| Schedule | The frequency with which deliveries or service calls are planned to be made at the Location starting from a specific date. | |
Customize Address Locations Data – Select And Arrange Display Columns
For convenience, you can easily customize which Display Columns appear on your Customer Locations page and in what order. Just click on the Columns Icon to open the Display Columns Panel where you can make modifications.
Check the boxes next to the Columns you want to display. To rearrange the order, drag a column name to your desired position. See the table below for more information about the data associated with each column.
| Column Name | Description |
|---|---|
| Customer Alias | Custom alias or name that can be used when searching for the Customer Location. |
| Address | A specific location used for routing, which may be geocoded into latitude and longitude coordinates. |
| First Name | First name of the customer or point of contact associated with the address. |
| Last Name | Last name of the customer or point of contact associated with the address. |
| Phone | Phone number of the customer or point of contact associated with the address. |
| Email address of the customer or point of contact associated with the address. | |
| Group | A custom Group ID you have created and assigned to the address. |
| Assigned To | The name of the team member the address is assigned to. When you assign an address to a team member, this address becomes available on that member’s Route4Me account. They can use the address for planning routes, edit the address, etc. |
| No. of Routes | The number of times the address has been inserted into a route. |
| No. of Visits | The number of times the address was marked as “Visited“ via Route4Me’s Mobile Route Planner App. |
| Last Known Visit | The automatically generated timestamp of the last instance when the address was marked as “Visited“ via Route4Me’s Mobile Route Planner App. |
| Last Known Route | Automatically generated timestamp of the last instance when the address was used for planning a new route or inserted into a planned route. |
| Imported From | The source or system from which the Customer Location data was imported into your Route4Me account. |
Filter Customer Locations – Narrow Displayed Results By Criteria
If you have numerous Customer Locations, you can expedite your search for the exact information you seek. You can click on “Group by” to search by specific customer. Or, you can click “Filters” to narrow down your results based on specific criteria. See the table below for more on how you can filter results.
| Filter | Description |
|---|---|
| Address Visibility | Display only Customer Locations based on whether they have been routed or remain unrouted. |
| Assigned To | Display only Customer Locations assigned to a specific individual. |
| Imported From | Display only Customer Locations imported from Geotab, Samsara, or both. |
| No. Of Routes | Display only Customer Locations based on a specific minimum and/or maximum number of planned routes. |
| No. Of Visits | Display only Customer Locations based on a specific minimum and/or maximum number of route visits. |
Manage Customer Locations – Edit, Delete, And Perform Additional Actions
To modify a Customer Location, click the “Edit” button next to it. Alternatively, you can click the Down Arrow button to perform a variety of additional actions. See the table below for more information about each action.
| Action | Description |
|---|---|
| Generate Order | Once you generate an Order from a Customer Location, the order will become available in your Orders List. Learn more about managing Orders in your Orders List. |
| Insert Location Into Best Route | Insert the Location at the most optimal sequence position, at the most optimal sequence position after the last address visited, at the end of the route, or at the beginning of the route. |
| Change Location Owner | Select a new Team Member as the Location Owner. |
| Assign Location | Select a Team Member to whom you wish to assign the Customer Location and set an expiration start and end time. |
| Copy Details to Clipboard | Duplicate the details of Customer Location and store it in your system’s memory until you are ready to paste it elsewhere. |
| Delete Location | Permanently remove the Customer Location from your account. |
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About author: Daniel Archer
