Add Orders – Create Orders, Import Orders, And Upload Orders

Route4Me’s Order Management and Routing Software helps medium and large last mile businesses import, organize, and schedule millions of orders from CRMs and other systems. In this guide, you’ll learn how to import orders using the ERP order import API, manually create new orders in the Route4Me platform, and upload orders from spreadsheets. You’ll also see how to manage, route, and complete orders with greater efficiency.

Route4Me’s Order Management and Routing System enables medium and large last mile businesses to automatically import orders from CRMs and other systems, easily add orders by hand, upload orders, and scan, sort, and schedule millions of orders effortlessly.

 

Table of Contents

 

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. Contact your Route4Me Routing Expert or Support Team to set up API imports.

Imported orders appear in your Orders List with the “New” status. To enable barcode scanning for confirming, sorting, and scheduling orders, add a Custom Data column labeled “BARCODE” with unique codes for each order.

To open your Orders List, click “Business Operations” > “Orders” in the Navigation Menu,

Open Your Orders Page

 

Schedule New Orders For Route Planning

Once imported into the Route4Me optimization software, orders receive the “New” status. These orders can’t be used for route optimization or added to planned routes until they are scanned, confirmed, and scheduled in the system.

To view orders with the “New” status, switch to the “All Orders” or “Open/Pending” view modes in your Orders List. NOTE: Learn more about managing orders in the Route4Me system.

Imported orders receive the

 

You can also manually schedule one or multiple “New” orders. Select the orders by checking the boxes next to them, then click “Reschedule” in the action bar above the Orders List.

Manually reschedule one or more orders with the

 

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

The primary way to process “New” orders for route planning and optimization is by scanning label codes. Route4Me’s Android and iPhone Route Planner apps include a built-in barcode scanner and support commercial Bluetooth scanners.

The Inbound Scan registers orders in the system, while the Sorted Scan schedules them for a specific date and organizes them by Territory.

Using the mobile app, you can continuously scan order labels to sort and schedule “New” orders, which then receive the “Sorted” and “Scheduled” statuses. Once scheduled, they can be used to plan and optimize order routes.

After you add or import orders into the system, you can scan and schedule orders for route planning with the integrated barcode label scanner of the Mobile Routing App without any external scanners or software.

 

Bulk Upload Orders Spreadsheet To Route4Me Order Routing Software

You can upload millions of orders to your Orders List using a spreadsheet file. Click the “Import” button in the Orders List, then upload your CSV file with order data.

Alternatively, download the Route4Me Order Upload File Template, add your order details, and upload it to the software. Uploaded orders receive the “New” status and can then be scheduled, planned into new routes, or inserted into existing routes.

You can quickly upload millions of orders into your Orders List using a CSV file.

 

Alternatively, you can add schedule details and other attributes directly to your upload spreadsheet. The table below lists the valid order data column headers and their corresponding values that Route4Me will validate during the upload process.

You can include order schedule details in your order upload spreadsheets, along with many other attributes and details.

NOTE: To enable scanning labels to confirm, sort, and schedule orders, include a Custom Data column labeled “BARCODE” with unique codes for orders. To enable mandatory barcode scanning to load and unload orders, use the Advanced Configuration Editor.

Add Orders – Bulk Upload Orders Spreadsheet

3 columns · 35 rows

 

Once uploaded, Route4Me geocodes each address and displays all orders on the map for review. If any address cannot be accurately geocoded, you can review it directly on the map and make edits to correct the location before routing.

Uploaded orders are geocoded and shown on the map, where you can review and correct any unmatched locations.

 

The orders appear in your Orders List with a “New” status and can be scheduled for the upload date or dates specified in the spreadsheet. Once scheduled, orders receive a “Scheduled” status and are ready to be used for routing.

Uploaded and validated orders appear in your Orders List with their data converted into order details.

If your upload includes scheduling information, orders will have the “Scheduled” status. Orders without scheduling details receive the “New” status and must be scanned to sort and schedule or scheduled manually.

Orders uploaded without schedule information will get the New status, while orders uploaded with schedule details will get the Scheduled status.

 

Create Orders – Add New Orders Manually To Orders List

You can also manually add custom orders from the Orders List by clicking “Business Operations” > “Orders” in the Navigation Menu. Then, from the Orders Page, click the “Create Order” button.

Enter all requested details (described below), then create the order. Route4Me will geocode the address and assign the order a “Scheduled” status, making it ready for route optimization or insertion into planned routes.

NOTE: To enable scanning of order labels for confirmation, sorting, and scheduling, add a Custom Data field named “BARCODE” and enter the unique label code in the “Custom Data” field.

When you manually add customized orders in the Orders List, you can adjust order details such as address, scheduled for date, order destination type, priority, and more.

Add Orders – Create Orders

2 columns · 17 rows

 

Once created, the order, the order appears in your Orders List with the “Scheduled” status for the specified date, ready to optimize new routes or be inserted into planned routes.

Adding the “BARCODE” Custom Data value lets Route4Me automatically validate the code and enable the “Label Code” column in the Display Columns menu.

Once you create the order, it automatically becomes available in your Orders List with the

 

Create New Orders On The Interactive Orders Map

You can also add new orders from the interactive Orders Map by clicking the Orders Map icon on the Orders Page, right-clicking near your desired location, and selecting “Add The Nearest Valid Address”.

Then, fill in the exact address, schedule, order details, Custom Data, and more in the Create Order window.

 

When adding an order from the map, the “Scheduled For” field defaults to the current date but can be changed, and every order added through the map will have the “Scheduled” order status.

Orders added from the map are automatically scheduled for the current date and added to the Orders List with the Scheduled status.

 

 

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About author: Kristian Andreev

Kristian AndreevKristian is a Technical Writer at Route4Me. With over a decade of experience in writing and localization, he's an expert at communicating complex technical data in a clear, concise, and user-friendly way. Passionate about bridging the gap between engineers and users, he specializes in creating documentation to streamline onboarding, enhance product usability, and support global teams on the path to success.

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About Route4Me

Route4Me has over 40,000 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.