Planning Routes with the Hybrid Editor

Route4Me’s Hybrid Route Editor allows you to plan routes by merging recurrent customer visits from the scheduled address book contacts, with scheduled orders and by adding additional ad hoc addresses.

 

To access it, go to “Routes” → “Hybrid Route Editor.”

Create dynamic routing with Route4Me's integration of recurring customer visits and scheduled visits

 

Viewing Daily Events

The Hybrid Route Editor is split into three sections:

  1. The Address and Settings section;
  2. The address map;
  3. The timeline.

Create dynamic routing with Route4Me's integration of recurring customer visits and scheduled visits

 

All scheduled events (address book contacts and orders) will appear in the Address and Settings section.

Create dynamic routing with Route4Me's integration of recurring customer visits and scheduled visits

 

The address map displays the location of each event.

Create dynamic routing with Route4Me's integration of recurring customer visits and scheduled visits

 

To view the events for a different date, either type it into the date field or select it in the calendar window.

Create dynamic routing with Route4Me's integration of recurring customer visits and scheduled visits

 

Edit Event Details

Click on an event in the Address and Settings section to modify its details. Simply scroll down to the field you want to update, then type the new data. Any change you make will be automatically saved in the editor.

Please visit our article on editing address details to learn more about what information can be modified.

 

Adding Ad Hoc Destinations

You can add additional addresses to the day directly within the editor. You can do this in two ways: by typing in the address or by selecting the location on the map.

To type in a new address, click the “Add New Address” button.

Create dynamic routing with Route4Me's integration of recurring customer visits and scheduled visits

 

Next, type in the address in the address field. You can optionally add an alias. To add more addresses, click “Add Another Address” button.

Create dynamic routing with Route4Me's integration of recurring customer visits and scheduled visits

 

When you’re done, click “Finished Adding Addresses.”

Create dynamic routing with Route4Me's integration of recurring customer visits and scheduled visits

 

To add a new address using the map, right-click on the exact location you want to add and select either “Add the Nearest Valid Address” (to add the nearest geocoded destination) or “Add this Exact Location” (to add the latitude and longitude coordinates for the selected spot, even if it does not coincide with any address).

Create dynamic routing with Route4Me's integration of recurring customer visits and scheduled visits

 

Setting the Optimization Parameters

To specify the parameters for your routes, click on the “Settings” tab.

Create dynamic routing with Route4Me's integration of recurring customer visits and scheduled visits

 

Here you can specify such parameters as route name, schedule, route type or optimization type.

Create dynamic routing with Route4Me's integration of recurring customer visits and scheduled visits

To learn more about each route parameter, please visit the articles in the dedicated section on this topic.

 

When you’re done setting the parameters, click the “Re-optimize Now” button.

Create dynamic routing with Route4Me's integration of recurring customer visits and scheduled visits

 

Specify the departure address, then click “OK.”

Create dynamic routing with Route4Me's integration of recurring customer visits and scheduled visits

 

When the optimization is complete, you will be able to see the newly created routes on the map and in the timeline. The routes will also be available in your routes list.

Create dynamic routing with Route4Me's integration of recurring customer visits and scheduled visits

 

After planning the route or routes with the events/addresses for the selected day, you always can modify the route parameters as needed in the “Settings” tab.

If you need to edit the stop sequence, you can do that by opening the route in the route editor.

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