Generating Orders from Addresses and Contacts on the Address Book Map
Your Route4Me Address Book Map is a centralized database where you and your team members can securely store and manage the information about customers’ locations, depots, commercial facilities, warehouses, or any other relevant prospects and real-world locations. All that data can be used for generating orders right on the map so that you can get a better visual overview of your customers’ spacial arrangement, make your routing patterns more strategical, and accommodate the particular needs of your unique business. Moreover, Route4Me’s software is compatible with such e-commerce platforms as Shopify, Magento, WooCommerce, bigCommerce, osCommerce, Squarespace, Volusion and other resources that are widely used by many businesses for supporting their e-commerce sites (learn more).
To generate orders from your addresses and contacts right on the map, first, go to “Address Book Map” from the navigation menu.
To generate an order from a single address or contact on the map, first, right-click on it and then select “Generate Order” from its menu.
Alternatively, you can generate orders from multiple addresses at a time. To do so, first, use one of the corresponding drawing tools in the top left corner of the map to draw an area around the addresses that you want to use for generating orders. After drawing the area, you can check how many addresses are included into this area in the bottom left corner of the screen.
To generate orders from all addresses in the drawn area, first, go to “File” and then select “Generate Orders from Selected.”
After that, click on the corresponding button to confirm that you want to generate orders from the selected addresses.
Next, use the calendar for scheduling new orders for the preferred date.
After that, you can use the corresponding fields to add more details to the orders you are generating. When you generate an order from an address, this orders inherits all data from this address (i.e., First Name, Last Name, E-mail, etc.). When you use the corresponding fields for adding particular details to an order that is being generated from an address, these order fields override the details contained in the address from which the corresponding order is being generated.
To generate orders from the selected addresses, click on the “Generate Orders” button.
To view and use the generated orders, go to “Orders” from the navigation menu.
In your Orders List, you can sort your orders by date or use the search to find particular orders by their corresponding attributes (i.e., Alias, First Name, Last Name, etc.).
To view the generated orders on the map, click on the globe icon in the top right corner of the screen.
After that, you can view your orders on the map and use them accordingly. To display your orders in the tile or list view, use the corresponding icons in the top right corner of the screen.
NOTE: When you generate orders from addresses on the map, these addresses remain unchanged.