Order Routing – Plan Order Routes Using Orders List, Order Territories, Order Groups And App Scanner

Route4Me’s ERP Order Management System enables you to easily import orders from CRMs and other systems, manage, and plan and optimize routes with millions of customer orders. For your convenience, Route4Me enables you to plan customer order routes in the Orders List, plan routes with geographical Order Territories, and optimize Order Groups routes.

In detail, you can filter and sort orders on the Orders List and then plan separate or combined routes with selected orders. Additionally, you can use order address territories to plan separate routes per territory without overlapping territories or plan combined territory routes. Furthermore, you can use aggregate Order Groups where orders are grouped by different attributes to plan separate or combined routes. In this guide, you can learn how to plan and optimize order routes in the Orders List, plan routes with Order Territories, route Order Groups, and plan order routes by scanning barcodes.

NOTE: Depending on your account configurations, you may have different features enabled. To enable or disable specific features, please contact your Routing Expert or Route4Me’s Support Team.

Orders List Routing – Plan New Routes And Insert Orders Into Planned Routes

Learn How To Plan Routes In The Orders List

After you add and import orders into the system and sort and schedule orders, you can use them to plan routes. Make sure to filter orders so you can easily find and seamlessly route the correct orders. You can easily filter millions of orders by virtually any order attribute using detailed order filters. To do so, go to “Orders” from the Navigation Menu and select the “Orders” tab to open your Orders List.

Primarily, you can filter orders by their “Scheduled For Date” and Order Status. For your convenience, you can use Orders List View Modes that group order statuses by their purpose and application. For example, the “Plan Routes” View Mode includes the Sorted and Scheduled statuses that can be used to plan new routes or insert orders into planned routes. Additionally, learn more about managing and filtering orders.

To plan routes with orders from the Orders List, they must have the “Scheduled” or “Sorted” status. First, filter orders by date by selecting the preferred date or date range in the “Scheduled For Date” field. Then, select the “Plan Routes” View Mode.

After that, click “Filters” and filter orders by the “Scheduled” and “Sorted” order statuses and any other preferred filters.

NOTE: Each View Mode has a corresponding set of available order statuses. The Plan Routes mode can only show Scheduled and Sorted orders because only orders with those statuses can be used to plan routes. Additionally, learn more about the supported order statuses of each View Mode further in this guide.

Next, select the orders you want to route by checking the boxes next to them. To select all filtered orders, check the box at the top of the list. After that, click the “Plan New Route(s)” button to plan a route with the selected orders.

You can also insert orders into already planned routes. For example, when an order was rescheduled, couldn’t be included in a route, etc. Specifically, you can insert orders into routes when their status is “Scheduled“, “Sorted“, “Missing“, or “Unrouted“. To do so, select orders and click “Insert Into Route“. Additionally, learn more about planning routes from the Orders List.

Order Territories Routing – Plan Routes With Orders In Geographical Territories

Learn How To Plan Routes With Orders Territories

To plan routes with Order Territories, go to “Orders” from the Navigation Menu and click the “Territories” tab. Then, filter your Order Territories by date or date range using the “Time Period” field. Next, click the “Filters” button to filter orders by “Order Type” and “Order Status“. Specifically, only orders that are Sorted and Scheduled can be used for planning routes. After filtering, the “Total Orders” column will show the number of orders in each Territory that match your filters.

Next, select one or multiple Territories by checking the boxes next to them, and select the preferred routing option:

• Plan Combined Route: Plan a single route with all orders from the selected Territories.
• Plan Separate Routes: Plan separate routes with orders from each individual Territory without overlapping other Territories.

Additionally, learn more about creating custom geographical address Territories and planning and optimizing routes using Order Territories.

Order Groups Routing – Plan And Optimize Routes With Order Groups

Learn How To Plan Routes With In-app Barcode Scanner

To plan routes with Order Groups, go to “Orders” from the Navigation Menu and click the “Groups” tab. Then, filter your Order Groups by date or date range using the “Scheduled For” field. Next, click the “Filters” button to filter orders by “Order Type” and “Order Status“. Specifically, only orders that are Sorted and Scheduled can be used for planning routes. After filtering, the “Total Orders” column will show the number of orders in each Group that match your filters.

Next, select one or multiple Groups by checking the boxes next to them, and select the preferred routing option:

• Plan Combined Route: Plan a single route with all orders from the selected Groups.
• Plan Separate Routes: Plan separate routes with orders from each individual Group without including orders from other Groups.

Additionally, learn more about grouping orders by shared attributes such as ZIP code, group ID, etc. and planning and optimizing routes using Order Groups.

Grab & Go – Scan Order Labels To Plan Routes With Mobile App

Moreover, the Grab & Go mobile driver order routing feature enables drivers to scan order labels with the in-app barcode scanner to add route addresses, optimize order routes, navigate and complete delivery routes, and more. To do so, go to “Routes” from the Navigation Menu in the app and tap “Add New Route“. After that, tap the “Add Stops” button to launch the label scanner and start scanning and loading orders and adding destinations to the route.

Drivers can continuously scan order barcodes to automatically add the address from each scanned order as a destination on the route. Once all orders are scanned and destinations are confirmed, drivers can start the route, navigate to destinations, complete orders, collect proof of delivery or service, and more.