Optimizing Territories Using the Enterprise Architect
With the Route4Me Enterprise Architect, you can effortlessly generate multiple territories with thousands of addresses of your customers. Generating optimized territories allows you to spatially display your customers’ locations and recognize certain patterns that will enable you to make your routing activities more efficient and your business more profitable. Territory-based route planning enables you to effectively distribute your resources and make sure that you always assign the right people and vehicles to the right routes and customers.
To separate addresses by groups and generate territories, you need to import the corresponding addresses into the “Addresses” tab of the Enterprise Architect. To do so, first, go to the “Addresses” tab respectively. To upload a spreadsheet/file with addresses from your computer, click on the “Upload” button in the top right corner.
Currently, Enterprise Architect supports CSV file format only. For a spreadsheet to be successfully uploaded and processed, it should contain a header row and data rows. The header defines the type of information you are importing (i.e., addresses, zip codes, cities, etc.), while the corresponding data rows contain the actual address information.
To add addresses from your Route4Me Address Book (web account), fist, go to the “Address Book” tab at the top of the screen or click on the corresponding button in the navigation menu. Then, click on the address book icon in the top right corner of the screen to bring up your Route4Me Address Book.
Next, select the addresses that you want to use for generating territories. After selecting the addresses, click on the wrench icon in the top left corner to transfer the corresponding addresses from your Route4Me Address Book to the “Addresses” tab in the Enterprise Architect.
Once you imported the preferred addresses into the “Addresses” tab, make sure that they are geocoded. Then, click on the “Territories” button in the navigation menu.
Next, choose one of the preferred optimization types respectively. Select the “Automatic Size” type for the Enterprise Architect to automatically generate the most efficient territories.
The “Fixed Size” optimization type allows you to define the exact number of territories you want to generate from the selected addresses.
With the “Balanced Locations” optimization type, you can specify the exact number of addresses you want each generated territory to contain.
You can also generate territories based on the zipcodes of the selected addresses. To do so, first, select the corresponding optimization type, and then, select “Zipcode” from the drop-down list. To use this optimization type, the “Addresses” tab should contain the “Zipcode” column respectively. After selecting the preferred optimization type, click “Calculate” to start the generation process.
Once the territories are generated, they are opened in the “Map” tab of the Enterprise Architect. The territories are outplayed on the map in different colors to be easily distinguished. A corresponding “Group” number is assigned to each generated territory.
Back in the “Addresses” tab of the Enterprise Architect, the “Group” column that represents the generated territories is added to the list. Each address is assigned its own “Group” number that associates it with its corresponding territory.
You can download the list with the addresses and assigned group numbers for re-uploading it to your Route4Me Web Account. To download the list, click on the “Save” button in the top right corner. You can learn how to upload a file/spreadsheet with addresses to your Route4Me Web Account here.
Once you upload the addresses with assigned group numbers to your Route4Me Web Account, you can filter them by the corresponding groups respectively.
You can also create a separate territory for each group of the filtered addresses.
Once you created territories for the filtered addresses, you can plan routes within the corresponding territories. Learn how to use the Enterprise Architect for territory-based route planning here.