Planning Routes with Advanced Search Groups
Your Route4Me Address Book (List/Map) is a centralized database where you and your team members can securely store and manage the information about customers’ locations, depots, commercial facilities, warehouses, and any other relevant prospects or real-world locations. Once you have all that data saved on your account, you also need to be able to properly structure, filter, and use it for your particular business needs or unique business model. Route4Me’s Advanced Search Groups Add-On enables you to filter all your addresses and contacts right on the map using millions of flexible constraints so that you can get a precise visual overview of your customers’ spacial arrangement and make your routing patterns more strategical. Thus, when you have a large database with millions of addresses and contacts, you can filter them all by virtually any parameters and then Route4Me’s dynamic routing software will use customized search groups for generating the most optimal number of efficient and cost-effective routes.
To plan routes with new or existing address search groups, first, go to “Address Book Map” from the navigation menu.
After that, you can display on the map one or multiple search groups that you want to use for planning routes by checking the corresponding boxes. To create a new search group, click on the “Add New Group” button in the top left corner of the screen. To learn more about creating advanced search groups, visit this page.
To plan one or multiple routes with a single search group, first, click on the gear icon next to this search group and then select “Plan Route” from its menu.
Alternatively, you can plan routes with multiple search groups at a time. To do so, first, select/display on the map the search groups that you want to use by checking the corresponding boxes.
Once you display the preferred search groups on the map, use one of the drawing tools in the top left corner of the map to draw an area around the addresses/locations that you want to use for planning route(s). After drawing the area, you can also check how many addresses are included into this area in the bottom left corner of the screen.
To plan one or multiple routes with the addresses that are located in the drawn area, first, right-click on this area and then select “Plan Route with Area Addresses” from the menu.
Next, go to the “Departure” tab to set up the start address for the route(s):
- – In the “Find Address” field, you can input a new address from which you want to start the route(s);
- – Alternatively, you can use one of the selected addresses as the start address for the route(s).
In the “Optimization” tab, you can set up how many and what kind of routes you want to plan by selecting one of the following optimization types: Single Driver Route, Multiple Drivers Route, Balanced Team Route, or Disable Optimization.
After that, specify the rest of the route’s parameters to your preference and then click on the “Create Route” button.
Depending on the selected optimization type and defined constraints, the system can plan one or multiple routes. When multiple routes are planned, then they are automatically opened in the Routes Map where each route is suffixed with its corresponding progression “Part” number next to its original name. To learn how to move stops between planned routes using the timeline in the Routes Map, visit this page.