Generate Orders on your iPad

Route4Me’s iPad route planner app can be also utilized as a customer order management app since it allows you to generate, route, and manage orders while helping you 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.
When using the iPad multi stop route planner as customer order management app, you can generate orders in 3 ways: from your Orders List, Synced Address Book, and from your Destinations.

Generating Orders from your Orders List

All orders on your Route4Me account are stored in the Orders List. The Orders List on your iPad allows you to view and edit your orders , plan a route with a set of selected orders and insert your orders into the current routes.

To generate an order in your Orders List, first, go to Orders from the navigation menu at the bottom of the screen.

In your Orders List, tap on the plus symbol in the top right corner of the screen to start generating an order.

In the calendar, select a date for which you want to schedule the order and tap Done.

Type in an address, create an alias and fill out other details of the order accordingly in the Add Order screen.

Tap Add in the top right corner of the screen to generate the order.

The generated order will be saved on your Route4Me account and displayed at the top of the Orders List.

Generating Orders from Contacts and Addresses in the Synced Address Book

The Synced Address Book on your iPad route planning app is synchronized with other devices that have access to your Route4Me account and contains all contacts and addresses associated with this account. Generating orders from your Synced Address Book allows you to create orders from the existing database of contacts and addresses that you can adjust to your preference.

To open your Synced Address Book, first go to the More from the navigation menu in the bottom right corner of the screen.

Then, tap on Synced Address Book.

Select the address or the contact which you want to use for generating an order by tapping on it.

In the Edit Address screen, tap on Generate Order in the bottom right corner of the screen.

Select a date for which you want to schedule the order in the calendar.

In the Add Order window, you can make changes to the address and alias of the order and fill out or modify other details accordingly.

To finish generating the order, tap Add in the top right corner of the Add Order screen.

The generated order will be saved on your Route4Me account and displayed at the top of the Orders List.

Generating Orders from Destinations

Generating orders from destinations allows you to create orders that will contain data from one of the stops from a specific multi-stop route. Orders that are generated from stops can be modified and reused as destinations in other routes.

To generate an order from a stop, first, open an existing route or create a new one.

Then, go to the Destinations of the currently open multi stop route from the navigation menu at the bottom of the screen.

In the Destinations screen, tap on the stop which you want to use for generating an order.

Tap Generate Order in the pop-up window.

In the calendar, select a date for which you want to schedule the order and tap Done.

In the Add Order window, you can modify the address, create or change the alias and fill out other details of the order accordingly.

To finish generating the order, tap Add in the top right corner of the Add Order screen.

The generated order will be added to your orders and displayed at the top of the Orders List.