Manage Routes – Use Routes List Page To Edit Single Or Multiple Routes
The Routes Page is your central hub for managing and editing both single and multiple routes. From here, you can assign drivers and vehicles, export route data, dispatch routes and notifications, and perform other essential route management tasks. This guide explains how to efficiently manage individual and multiple routes directly from your Routes Page.
Table of Contents
Customize Your Routes List – Filter And Group Routes
To edit a route from your Routes List, go to “Dynamic Routing” > “Routes” from the Navigation Menu.
Then, before editing routes, use “Filters” or “Group by” options to display only the routes you want to manage. You can filter by date, driver, vehicle, or other attributes to streamline your workflow.
Proper filtering helps make actions like assigning users, inserting addresses, and dispatching notifications faster and more precise. NOTE: Learn more about filtering and grouping your Routes List.
Individual Route Management – Edit And Manage A Single Route
To manage a single route, click the Down Arrow next to a route to open the Actions Menu. From here, you can perform a range of tasks, all of which are detailed in the table below.
NOTE: You can also access the Actions Menu by right-clicking a route from the Route Timeline.
In addition, you can can click the “Actions” button to insert an address into the most optimal route or open the Route Operation Matrix for routes scheduled for the current date, providing an at-a-glance view of route progress and operational metrics.
| Action | Description |
|---|---|
| Edit | Open a route in the Route Editor. |
| Rename | Change the route’s name or alias to make it easier to search and identify. |
| Assign User | Assign a driver or team member to the route. The assigned user can start, navigate, and complete the route using the Route4Me Driver Mobile App. |
| Assign Vehicle | Assign a vehicle to the route from your homogeneous or mixed fleet of vehicles. |
| Assign Facility | Assign a specific facility to the route, linking it to a warehouse, depot, or service center for tracking, routing, and operational planning. |
| Assign Customer | Assign a specific customer to the route, ensuring that deliveries, services, or visits are accurately linked to the correct client. |
| Assign Contract | Assign a contract to the route to tie route activities to a specific service agreement, recurring schedule, or contractual obligations. |
| Reschedule | Change the date and time of the day the route is scheduled to start. |
| Dispatch | Dispatch routes to send automated SMS and Email customer notifications. |
| Duplicate | Create a copy of the route. The new route will have “(Duplicate)” added to the end of its name. |
| Create Recurring Route | Create a new Master Route for use when planning recurring schedule routes. |
| View Manifest | Download or print a detailed dynamic Route Manifest. This manifest includes all available route and destination data and details. |
| View on Multiple Routes Map | Open the selected routes on the Routes Map. |
| Share | Share the route with other Users by direct link or send a link via Email. |
| Export Routes | Export route data as a CSV spreadsheet or navigation data file for import into navigation devices such as Garmin, TomTom, and more. |
| Insert Address | Insert an address into the route by typing or searching the address in the “Address” field. |
| Insert Breaks | Add driver breaks on the route with customizable break duration and break trigger type. |
| Remove | Permanently delete the selected routes. |
Bulk Route Management – Edit And Manage Multiple Routes At Once
To manage multiple routes at once, select the checkboxes next to the routes you want to modify.
Then, click a menu bar option: “Dispatch” to dispatch routes and customer notifications, “Reschedule” to update route dates, or “Bulk Actions” to open the full list of bulk management options, detailed in the table below.
NOTE: You can apply bulk actions to up to 100 routes at a time.
| Bulk Action | Description |
|---|---|
| Merge Selected Routes | Combine multiple routes into one without deleting the originals. The assigned user and vehicle from the first selected route will apply. |
| Compare Selected Routes | View multiple routes side by side, including maps, directions, schedule, travel time, distance, and real-time progress. |
| Re-Optimize Routes | Re-optimize all selected routes after making changes, such as adding or removing addresses. |
| Re-Optimize Remaining Destinations | Automatically re-optimize all unvisited destinations on active routes, adjusting the route sequence for optimal efficiency while keeping already visited stops in place. |
| Refresh Directions | Optimize route directions without changing the stop sequence. |
| Reverse Routes | Reverse the route sequence and directions for return trips. |
| Unlink Routes from Optimization | Remove selected routes from their current optimization, allowing you to make changes without restrictions from existing optimization settings. Learn more about unlinking routes from optimizations. |
| View Manifest | Download or print a detailed Route Manifest, which includes all route and destination information. |
| Assign User | Assign a driver or team member to the selected routes. The assigned user can start, navigate, and complete the routes using the Route4Me Mobile App. |
| Assign Vehicle | Assign a vehicle to the selected routes to ensure proper route execution and tracking |
| Assign Facility | Assign a specific facility, warehouse, or service center to the selected routes for operational planning and routing purposes. |
| Assign Customer | Assign a customer profile to the selected routes to link deliveries or services to a specific account for tracking and reporting. |
| Assign Contract | Assign a contract to the selected routes to link them to a specific service agreement, recurring schedule, or client obligations. |
| Duplicate | Create a copy of the selected routes. The new routes will have “(Duplicate)” added to the end of their names. |
| Operation Matrix | Open a multiple routes operation matrix to view the visitation progress of routes with color-coded metrics. |
| View on Multiple Routes Map | Open the selected routes on the Routes Map. |
| Export Routes | Export route data as a CSV spreadsheet or navigation data file for import into navigation devices such as Garmin, TomTom, and more. |
| Insert Address into Selected Route(s) | Insert an address into the selected routes by typing or searching the address in the “Address” field. |
| Insert Breaks | Add driver breaks on the routes with customizable break duration and break type. |
| Remove | Permanently delete the selected routes. |
Drag And Drop Orders And Locations Into The Best Route
From the Routes Page, you can also Insert Orders and Locations into optimal routes. Follow these steps:
- Click the Map Button in the top-right to open the Routes Page Map.
- Click the Divider Button on the right to open the unrouted Orders and Locations panel.
- Select the “Orders” or “Locations” tab to see unrouted Orders and Locations respectively.
- Right-click an Order or Location and select “Insert Address into Best Route” from the menu. Alternatively, drag an Order or Location to a specific route in your Routes List.
NOTE: You can also click “Open” to see Order Snapshots or Location Snapshots, or click “Edit” to make changes to Orders and Locations.
From there, follow the usual process to insert Orders into routes or Destination into routes, or simply drag an Order or Location directly onto a route in the Routes List to add it as a new destination.
Each tab includes filtering and column customization options similar to those found in your Route4Me Order Management and Route4Me Locations Management pages, helping you organize and view data efficiently.
Mobile Driver App And Routes List Real-Time Data Sync
Route4Me keeps your Routes Page and the Mobile Driver App fully synchronized in real-time.
Drivers and team members can use the Route4Me Android or iOS Driver Mobile App to navigate routes, update destination statuses, attach proof of delivery, and complete other route tasks, with all changes instantly reflected on the Routes Page.
Likewise, edits made on the Routes Page, like assigning drivers, rescheduling routes, or inserting addresses, are immediately visible on the mobile app, ensuring your entire team stays up to date.
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