Approve to Execute Routes to Send Customer Notifications
Route4Me route optimization software helps you streamline your dispatch management processes and enables you to effortlessly dispatch your routes and automatically notify your customers about their order statuses. Once you dispatch a particular route, all contacts that are associated with this route can be notified about when, where and how their orders will be completed.
Dispatch Management – Dispatching Routes from the Routes List
Dispatching your routes from the Routes List allows you to dispatch multiple routes with a touch of a button. To do so, first, go to Routes List from the navigation menu.
After that, make sure that the header in your Routes List displays the Approved column. To do so, right-click on the header in your Routes List and then select the corresponding option.
To dispatch a particular route, check the corresponding box in the Approved column for the route that you want to dispatch. Once the route is dispatched, the corresponding notifications will indicate so in the bottom right corner of the screen. Repeat the process to dispatch multiple routes.
To mark particular routes as not dispatched, uncheck the corresponding boxes in the Approved column. Once one or multiple routes are marked as not dispatched, the corresponding notifications will indicate so in the bottom right corner of the screen.
NOTE: Depending on your Customer Alerting and Notifications settings, marking routes as dispatched sends out user-defined customer notification(s). When marking routes as not dispatched, the system cancels sending any further notifications to the customers associated with the corresponding routes. However, certain notifications can be sent when you first mark a particular route as dispatched and then mark it as not dispatched.
Dispatch Management – Dispatching Routes from the Route Editor
To dispatch a particular route using the Route Editor, first, in the Routes List, open the route that you want to dispatch.
To dispatch the route opened in the Route Editor, go to Operations and then click Approved to Execute.
After that, click Confirm to proceed.
Once the route is dispatched, the corresponding notifications will indicate so in the bottom right corner of the screen.
To mark the route as not dispatched, in the Route Editor, go to Operations and then click Approved to Execute to uncheck it.
Once the route is marked as not dispatched, the corresponding notifications will indicate so in the bottom right corner of the screen.
Visit Route4Me's Marketplace to Check out Associated Modules:
- Operations
Custom Data Add-On
- Operations
Advanced Team Management Add-On