Planning Routes with Order Territories

Route4Me is compatible with such e-commerce platforms as ShopifyMagentoWooCommerce, BigCommerce, osCommerce, Squarespace, Volusion, and other resources that are widely used by many businesses for supporting their e-commerce sites. To make your routing operations and logistics transactions as easy and fast as possible, Route4Me enables you to effortlessly import all your orders from various e-commerce platforms and use them for creating territories and planning routes. For example, if your business provides multiple services that require your employees to use different equipment or have different skill sets, you can create a separate territory with orders for each service you provide, plan optimized routes with each territory and then assign the right employees to the right routes and territories accordingly.

 

To use order territories for planning routes, first, go to “Orders” from the navigation menu.

Planning Routes with Order Territories

 

Next, go to the Orders Map by clicking on the globe icon in the top right corner of the screen.

Planning Routes with Order Territories

 

After that, use the calendar to display on the map all orders that are scheduled within the preferred time interval. Alternatively, you can use the search to find orders by their corresponding attributes (Alias, First Name, E-mail, etc.).

Planning Routes with Order Territories

 

To display or hide a particular order territory on the map, click on the eye icon next to the corresponding territory in the list.

Planning Routes with Order Territories

 

To display or hide all order territories, use the eye icon in the header of the territories list.

Planning Routes with Order Territories

 

To plan one or multiple routes with all orders that are located in a particular territory, first, right-click on this territory and then select “Plan Route with Territory” from its menu.

Planning Routes with Order Territories

 

Alternatively, in the territories list, first, click on the gear icon next to the territory that you want to use for planning one or multiple routes and then select “Plan Route” from the menu.

Planning Routes with Order Territories

 

To plan one or multiple routes with orders from multiple territories, first, select the territories that you want to use by checking the corresponding boxes. To select all available territories, check the corresponding box in the header of the territories list.

Planning Routes with Order Territories

 

After selecting the territories that you want to use for planning routes, first, click on the gear icon in the header of the territories list and then select “Plan Route with Selected” from the menu.

Planning Routes with Order Territories

 

Alternatively, after selecting the preferred territories, go to “Fiel” and then select “Plan Route with Selected” from the menu.

Planning Routes with Order Territories

 

Next, go to the “Departure” tab and input the address from which you want to start the route(s) into the corresponding field.

Planning Routes with Order Territories

 

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 RouteMultiple Drivers RouteBalanced Team Route, or Disable Optimization. After selecting the preferred optimization type, you can also choose where you want each route to end.

Planning Routes with Order Territories

 

To plan a single route using all orders in one or multiple selected territories, select the “Single Driver Route” optimization type. After that, specify the rest of the route’s parameters to your preference and then click on the “Create Route” button.

Planning Routes with Order Territories

 

When you plan a single route with all orders from the selected territories, it is automatically opened in the Route Editor where you can modify it, as well as added to the Routes List with all other routes.

Planning Routes with Order Territories

 

To plan multiple routes using all orders from one or multiple selected territories, select the “Multiple Drivers Route” optimization type. To learn more about using Route4Me Advanced Constraints when planning multiple routes, visit this page.

Planning Routes with Order Territories

 

Depending on the selected optimization type and the defined constraints, the system can plan multiple routes. When multiple routes are planned, they are automatically opened on the Routes Map and 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.

Planning Routes with Order Territories

 

Route4Me provides near real-time data synchronization across all associated computer and mobile devices so that any changes made from the Route4Me Web Platform can be automatically synchronized with Route4Me’s iOS and Android mobile apps in a matter of seconds. Thus, managers and dispatchers back at the office can plan routes with orders using the Web Platform and instantly dispatch these routes to the mobile devices of the drivers who are out in the field.

Planning Routes with Order Territories

 

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