Generating Orders from the Address Book List

The Address Book is a centralized database of all your contacts and addresses. With Route4Me you can generate orders from the contacts and addresses that are stored in your Address Book to improve your route planning process and make it more flexible. Orders can be used as one time transactions or visits as well as reused multiple times.

To generate an order from an address or a contact in your Address Book, first, go to “Address Book List” from the navigation menu.

Generate Orders from your Address Book with Route4Me

 

You can use the search bar in the top left corner of the screen to find the address or the contact that you need. In your Address Book, Route4Me’s search engine allows you to search by the following fields: Alias, Address, First Name, Last Name, Email, Phone Number and Custom Data.

Generate Orders from your Address Book with Route4Me

 

Right-click on the address or the contact which you want to use for creating an order and select “Generate Order.”

Generate Orders from your Address Book with Route4Me

 

When prompted, click “Confirm” to start editing the order.

Generate Orders from your Address Book with Route4Me

 

First, select the date for which you want to schedule the order from the calendar or type it in manually.

Generate Orders from your Address Book with Route4Me

 

Once you have selected the date, you can click on the eye icon which is located next to the date tab in order to check how many other orders are scheduled for the same date in the territory where the order is located.

Generate Orders from your Address Book with Route4Me

 

To add information about the order, select and fill out predefined fields from “Additional fields you may want to set up” tab.

Generate Orders from your Address Book with Route4Me

 

You can also add custom fields and values to the order. To do so, select the last empty field from the list.

Generate Orders from your Address Book with Route4Me

 

Type in the name of the field and add a value. If needed, repeat the process to add more custom fields.

Generate Orders from your Address Book with Route4Me

 

If you want to delete a field, click on the “X” icon next to the field that you want to remove.

Generate Orders from your Address Book with Route4Me

 

To finish editing the order, click “Generate Order.”

Generate Orders from your Address Book with Route4Me

 

The order will be automatically added to your Orders List where you can edit it, insert into planned routes or optimizations, and perform other actions.

Generate Orders from your Address Book with Route4Me

 

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