Insert Orders from the Orders List into Planned Routes
Inserting an order into a planned route allows you to add one or multiple stops with predefined data into different already planned routes. You can add existing orders to planned routes in two different ways: from the Orders List and the Route Editor.
Inserting an Order into a Planned Route from the Orders List
Go to “Orders” from the Navigation Menu to open the Orders List.
In the Orders List, check the boxes next to the order(s) you want to insert into a planned route.
Click “File” in the top left corner;
Then select “Insert into Route.”
In the “Route Lookup,” start typing in a partial or full name of the route into which you want to insert the selected order(s). Choose the route from the suggestion list.
Click “Insert” to insert the order into the route;
Click “Insert + Open Route” if you want to open the route with the inserted order(s) in the Route Editor.
The inserted order(s) will be added at the beginning of the planned route. You can change the sequence of addresses manually or by re-optimizing the route.
Inserting an Order into a Planned Route from the Route Editor
Open the planned route into which you want to insert one or multiple orders.
In the Route Editor:
Click “Insert” in the top left corner;
In the “Add New Address” window:
Type in full or partial alias of your order in the “Address” field. The system will generate the address associated with that alias;
The alias of the order will be indicated between brackets, after the address;
After selecting the order(s) that you want to insert into the route, click “Finish Adding Addresses” to go back to the Route Editor.
See how to remove inserted orders from planned routes here.
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