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.

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 Location” button. To add multiple locations via spreadsheet, click the “Upload Locations” button. NOTE: Learn more about Route4Me’s spreadsheet formatting requirements.

Open Your Customer Locations

In the “Add Location” panel, enter into each field the requested data. To finalize, click the “Add Location” button. See the table below for details on each data field.

Customize Address Locations Data – Modify 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 reposition it. See the table below for details on the data associated with each column.

Filter Customer Locations – Narrow Displayed Results By Criteria

If you have many Customer Locations, use the “Group by” option to view locations by customer, or apply “Filters” to narrow results based on specific criteria. See the table below for filtering options.

Manage Customer Locations – Edit, Delete, And Other Actions

To modify a single Customer Location, click the “Edit” button next to it. Alternatively, you can click the Down Arrow button to perform a variety of additional actions.

To apply an action to multiple Locations, check the boxes next to them. Then, click “Bulk Actions” and select an action. See the table below for more information about each action.

Customer Locations Map – Add Territories, Avoidance Zones, And More

You can use the map to create Route Territories and Avoidance Zones. In the upper right corner of the map, you’ll find drawing tools to create defined areas on the map. When finished, click the Disc Icon to save it as a Territory or as an Avoidance Zone.

To view all of your Territories and Avoidance Zones, click the Slider located center left of the map.

Clicking the Slider opens a sidebar where your Territories and Avoidance Zones are grouped by corresponding tab.

To perform actions on a Territory or Avoidance Zone – such as edit, delete, or plan a route – click the Three-dot Icon next to it. To perform an action on multiple Territories or Avoidance Zones, check their boxes and choose “Bulk Actions“.

You can update additional map settings by clicking the Gear Icon. Address pins are grouped into clusters when “Clusters” is enabled and there are fewer than one thousand locations; otherwise, pins are shown individually.

When the Heatmap is enabled, the “Hide Locations” checkbox appears (enabled by default) to hide address pins or clusters; disabling it shows both the Heatmap and pins/clusters together.

You can also enable Traffic lines, Territories, and Avoidance Zones.

Plan Routes With Customer Locations – Insert Locations Into Best Route

To plan routes with Customer Locations, check all of the addresses you want to include in the route. Then, click “Plan New Route(s)“. You’ll be redirected to your Route Planner where you can plan and optimize the route.

You can also insert Locations into already planned routes. To do this, click the Down Arrow Button next to an address, then click “Insert Location into Best Route“.

You will then be able to select a route and insert the Location at the most optimal sequence position, after the last address visited, or at the beginning or end of the route.