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.”
Viewing Daily Events
The Hybrid Route Editor is split into three sections:
The Address and Settings section;
The address map;
All scheduled events (address book contacts and orders) will appear in the Address and Settings section.
The address map displays the location of each event.
To view the events for a different date, either type it into the date field or select it in the calendar window.
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.
Next, type in the address in the address field. You can optionally add an alias. To add more addresses, click “Add Another Address” button.
When you’re done, click “Finished Adding Addresses.”
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).
Setting the Optimization Parameters
To specify the parameters for your routes, click on the “Settings” tab.
Here you can specify such parameters as route name, schedule, route type or optimization type.
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.
Specify the departure address, then click “OK.”
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.
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.