Generating Orders Using the Orders Map

Route4Me is compatible with such e-commerce platforms as ShopifyMagentoWooCommerce, BigCommerce, osCommerce, Squarespace, Volusion, and other resources that are widely used by many businesses for supporting their e-commerce sites. To make your routing operations and logistics transactions as easy and fast as possible, Route4Me enables you to effortlessly import orders from various e-commerce platforms and use them for planning efficient and optimized routes (learn more). Moreover, you can also generate orders by picking addresses right from the interactive map. Generating orders from locations on the map enables you to get a visual overview of your customers’ spacial arrangement, improve your routing patterns, and make your logistics transactions more strategical.

 

To generate orders from addresses and locations on the Orders Map, first, go to “Orders” from the navigation menu.

Generating Orders from the Orders Map

 

After that, go to the Orders Map by clicking on the globe icon in the top right corner of the screen.

Generating Orders from the Orders Map

 

To pick a particular location (location’s latitude and longitude coordinates) from the map, first, right-click on this location on the map and then select “Add This Exact Location” from the menu.

Generating Orders from the Orders Map

 

When you use this option, you can save the exact latitude and longitude coordinates of the selected location as an order in your Orders List.

Generating Orders from the Orders Map

 

To pick a particular street address from the map, first, right-click on this address on the map and then select the “Add The Nearest Valid Address” option.

Generating Orders from the Orders Map

 

When you use this option, the system automatically picks the nearest valid street address that is located next to the selected spot on the map and prompts you to save it as an order into your synchronized Orders List.

Generating Orders from the Orders Map

 

After picking the order’s location or street address from the map, use the calendar for scheduling the order for any preferred date.

Generating Orders from the Orders Map

 

To view how many orders are located in the same territory and scheduled for the same date as the order you are creating, click on the eye icon. Then, you can view the name of the territory where the order you are creating is located, as well as the number of all orders that are scheduled for the same date and also located in this territory.

Generating Orders from the Orders Map

 

After checking the name of the territory in which the corresponding order is located, you can open this territory and use it for planning one or multiple routes (learn more). To learn more about creating territories with orders, visit this page.

Generating Orders from the Orders Map

 

Next, you can add more details to the order. First, input the alias (custom name) for the order into the corresponding field. When creating a new alias for the order, make sure that it is easily searchable and identifiable.

Generating Orders from the Orders Map

 

After that, you can choose a particular color and icon which you want to represent the order on the map.

Generating Orders from the Orders Map

 

In the “Location Details” tab, you can add the contact information of the associated prospect/customer to the order.

Generating Orders from the Orders Map

 

To add custom data that does not fit into the pre-set fields, click on the “Edit Custom Data” button.

Generating Orders from the Orders Map

 

Next, use the corresponding fields to add any preferred custom data that cannot fit into the pre-defined fields to the order. Click “OK” to apply the changes.

Generating Orders from the Orders Map

 

In the “User-Defined Fields” tab, you can add one or multiple custom statuses to the order by checking the corresponding boxes. To learn more about creating and managing user-defined fields, visit this page.

Generating Orders from the Orders Map

 

In the “Time Windows” tab, you can add two time windows for the order’s visitation hours, as well as define the service time for the order’s location. To learn more about routing with time windows, visit this page. You can also learn more about planning routes with service times on this page.

Generating Orders from the Orders Map

 

After filling out the preferred order details, click on the “Add” button to save the order into your synchronized Orders List.

Generating Orders from the Orders Map

 

Route4Me provides near real-time data synchronization across all associated computer and mobile devices so that any changes made from the Route4Me Web Platform can be automatically synchronized with Route4Me’s iOS and Android mobile apps in a matter of seconds. Thus, managers and dispatchers back at the office can generate orders from the map using the Web Platform, and the associated drivers who are out in the field will be able to view and use these orders right away.

Generating Orders from the Orders Map

 

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