Delivery Management System – Orders List and Territories
Route4Me’s Delivery Management System enables you to easily import, sort, schedule, manage, route, and deliver hundreds of thousands of orders. The system provides easy-to-use tools for managers, route planners, sorters, dispatchers, and drivers to efficiently complete your day-to-day order management and routing activities. Furthermore, Route4Me’s Delivery Management System supports real-time order and route data synchronization across all connected accounts, apps, and devices.
In this guide, you can learn how Route4Me’s Delivery Management System works, what tools it includes, and how to complete various order management and routing workflows. Specifically, how to add orders into the system, sort, schedule, manage orders, plan and optimize order routes, load and deliver orders, use Route4Me’s Orders List and Territory Orders, and more.
Table of Contents
Route4Me’s Order Delivery Management System Overview
Route4Me’s Delivery Management System comprises the Orders List, Territory Orders, and Route4Me’s Mobile Apps. Each tool provides specific features and functionalities that enable managers, route planners, sorters, dispatchers, and drivers to quickly and efficiently manage orders, optimize routes, complete deliveries, and more. Depending on your role within your organization, you can have a specific Route4Me User Type with access to its respective tools and data in the system.
In your Route4Me Orders List, you can open and manage all orders available on your account. Specifically, once orders are added, sorted, uploaded, or imported into the system, you can access them in your Orders List. After that, you can easily filter hundreds of thousands of orders and then use filtered orders for optimizing new routes or insert orders into planned routes. Additionally, you can reschedule orders, cancel orders, delete orders, etc. Moreover, orders in your Orders List are synchronized in real-time. For example, when an order is loaded on the route by a driver using Route4Me’s Mobile App, the status of this order is automatically updated in your Orders List. Further, you can learn how to use your Route4Me Orders List, order filters, statuses, how to plan routes, and more.
Your Route4Me Order Territories are custom-shaped geographical areas on the map that group orders by their address or coordinates. First, you can create Order Territories with custom borders. Next, you can automatically sort orders by Territory with a simple barcode scan using Route4Me’s Mobile Apps. Finally, you can use Order Territories for planning and optimizing last-mile delivery routes. Accordingly, when an order is added, sorted, uploaded, or imported into the system, it is automatically associated with the respective Order Territory based on its address or coordinates. Further, you can learn how to sort orders by Territory, manage Territories, and plan routes using Territory Orders.
Route4Me’s Android Mobile App and Route4Me’s iOS Mobile App feature an integrated barcode scanner, route planner, navigation, proof of delivery and visit collection tools, and more. Accordingly, sorters, drivers, and other team members can use Route4Me’s Mobile Apps to scan and register orders, schedule orders, sort orders by Territory, plan order routes, load orders on routes, navigate routes, collect electronic proof of delivery, unload orders, and more. Additionally, you can learn more about using Route4Me’s Mobile Apps’ integrated barcode scanner and scanning types.
Add, Upload, and Import Orders into Delivery Management System
For your convenience and maximum efficiency, you can easily add, upload, and import hundreds of thousands of orders using multiple methods. Specifically, you can register orders by barcode, add orders manually, upload a file with orders, or import orders using Route4Me’s API. Further, you can learn more about each method for adding orders.
Possession Scan – Scan Order Barcodes to Register and Add Orders
You can quickly add orders to the system by scanning their Possession Scan barcodes. First, open Route4Me’s Android Mobile App and then select “Possession Scan” in the navigation menu. Next, use Route4Me’s in-app barcode scanner or a connected Bluetooth barcode scanner to scan barcodes on the orders that need to be added. After that, the orders are automatically created and assigned the “Possession Scan” status. Equally important, Possession Scan orders don’t have an address. Additionally, learn more about using Route4Me’s Mobile Barcode Scanner for scanning and managing Possession Scan orders.
Add Orders – Manually Create Orders in Route4Me Orders List
You can manually add custom orders in your Orders List. First, click the “Add New Order” button in your Orders List. Next, you can add the order’s address, customer details, optimization constraints, Custom Data, schedule the order, etc. Once the order is created, it is assigned the “Scheduled” status. Accordingly, you can use Scheduled orders to optimize new routes or insert them into planned routes. Further, you can learn more about manually creating orders in your Orders List.
Upload Orders – Import CSV File Orders in Route4Me Orders List
You can quickly upload thousands of orders into your Orders List using a CSV file. First, click the “Upload” button in your Orders List and then upload your CSV file with order data. Alternatively, you can download a Route4Me Order Upload File Template, fill it with your order data, and then upload it into the Orders List. Once orders are uploaded, they are assigned the “New” status. After that, you can schedule the uploaded orders and use them to plan new routes or insert them into planned routes. Further, you can learn more about uploading orders into your Orders List.
API Order Import – Automatically Import Orders with Route4Me’s API
You can automatically import hundreds of thousands of orders using Route4Me’s API. Once orders are imported, they instantly become available in your Orders List with the “New” status. After that, you can schedule the New imported orders and use them to optimize new routes or insert them into planned routes. Furthermore, Route4Me’s API order import can provide additional features. To import orders using Route4Me’s API, please contact your Route4Me Routing Expert or Route4Me’s Support Team.
Orders List Guide – Add, Manage, and Plan Routes with Orders
In your Route4Me Orders List, you can add, manage, route, and track the orders available on your account based on your Route4Me User Type and respective account-level permissions. In detail, once orders are added, sorted, uploaded, or imported into the system, you can access them in your Orders List in real-time. Next, you can easily filter through hundreds of thousands of orders by virtually any order attribute using detailed order filters. After that, you can use your filtered orders to optimize new routes or insert orders into already planned routes. Furthermore, you can track order statuses in real-time when orders are loaded on routes, delivered, etc. Additionally, you can reschedule, cancel, delete, export orders, and more.
Add New Orders – Manually Create Orders in the Orders List
To manually create a new order in your Orders List, click “Add New Order” in the top right corner and then fill out the order’s details. Specifically, in the “Location” tab, you can add the order’s address. Additionally, Route4Me will automatically geocode the address and generate the respective latitude and longitude coordinates of the order’s location.
In the “Date and Time” tab, you can add the following order time details and parameters:
| Section | Fields Descriptions |
|---|---|
| Schedule For Date | Schedule the order for the preferred date. Accordingly, the order can then be filtered by this date and used for optimizing new routes or inserted into planned routes. |
| Time Windows | Specify the order’s Time Windows – time intervals within which the order can be visited and completed. Additionally, learn more about Route4Me’s Time Windows Route Optimization Constraint. |
| Service Time | The time required to complete the order when at the order’s location. Accordingly, the specified Service Time will affect the route’s Total Time. Additionally, learn more about Route4Me’s Service Times Business Rule. |
| Time Zone | Time Zone in which the order’s location operates. The order’s Time Zone is taken into account together with its Time Windows constraints when the order is used for planning and optimizing routes. |
In the “Details” tab, you can add the following order and customer details:
| Section | Fields Descriptions |
|---|---|
| Alias | Custom name or alias of the order that is shown in the Orders List, planned routes and route stops, order export, etc. Additionally, you can search for the order using its order alias. |
| Customer | Add details of the customer associated with the order: First Name, Last Name, Email, and Phone Number. Accordingly, the order’s customer details are shown in the Orders List, in planned routes and route stops, order export, etc. Accordingly, you can search for the order by its customer details. Additionally, you can add a custom Group name for the order to group multiple orders by this Group name when searching and filtering orders. |
| Order Info | First, select the preferred “Order Type” or the route stop type the order will be used as when inserted into a route: Delivery, Pickup, Break, Service, Meetup, or Visit. Next, specify the order’s Business Rules: Pieces, Weight, Cude, and Revenue. Accordingly, the specified Business Rules will be used as Route Optimization Constraints when the order is used for planning and optimizing routes. Additionally, learn more about Route4Me’s Business Rules and Route Optimization Constraints. |
| Custom Data | Attach any custom details and information that can’t be attached using the available order data fields. Moreover, you can use Custom Data to add barcode data to the order. To do so, add the “BARCODE” Field Name and the barcode data as Field Content. Additionally, learn more about using Route4Me’s Custom Data. |
In the “Custom Fields” tab, you can use Route4Me’s Order Custom Fields to add additional details to the order. Additionally, learn more about creating, managing, and using Route4Me’s Order Custom Fields.
Once you create the order, it automatically becomes available in your Orders List with the “Scheduled” status and is scheduled for the specified date. Accordingly, you can use the created and scheduled order for optimizing new routes or insert the order into planned routes.
Upload Orders – Import CSV File with Orders into the Orders List
You can easily upload thousands of orders into your Orders List using a CSV file, and Route4Me will automatically geocode and create orders for you. First, click “Upload” in the top right corner of the Orders List and then upload your file. Additionally, for your convenience, you can use Route4Me’s Order Upload spreadsheet template. In detail, you can download the template, populate it with your order data, and then upload the spreadsheet to bulk create multiple orders. To do so, click “Download this spreadsheet template” to download the template.
The Order Upload Spreadsheet consists of organized Columns and Rows. To add a column, add the respective column name to the header (first row) of the spreadsheet and then populate its following rows with the corresponding order data. Accordingly, all data added in the same row belongs to the same order.
For example, to add order addresses, and the “Address” column and then add the address of each order on each of the following rows in this column. Additionally, learn more about Route4Me’s Spreadsheets Formatting Requirements. Below, you can find the list of the order attributes and respective column names you can add to your spreadsheet for uploading orders.
| Order Attribute | Column Name | Attribute Description |
|---|---|---|
| Alias | alias | Custom name or alias of the order that is shown in the Orders List, in planned routes and route stops, order export, etc. Additionally, you can search for the order by its order alias. |
| Order ID | order_id | Unique identification number of the order. Additionally, you can search for the order by its Order ID. |
| Address | address | Full address of the order. |
| Second Address | address2 | The second address of the order that can include additional order address details, such as the floor, gate, apartment, etc. |
| Latitude Coordinates | dst_lat | Rooftop Latitude coordinates of the order’s location (address). |
| Longitude Coordinates | dst_lng | Rooftop Longitude coordinates of the order’s location (address). |
| Curbside Latitude Coordinates | curbside_lat | Curbside Latitude coordinates of the order’s location (address). |
| Curbside Longitude Coordinates | curbside_lng | Curbside Longitude coordinates of the order’s location (address). |
| Order City | city | The City part of the order’s full address. Accordingly, you can add the order’s address in parts using the respective columns. |
| Order State ID | state | The State part of the order’s full address. Accordingly, you can add the order’s address in parts using the respective columns. |
| Order ZIP | zip | The ZIP Code part of the order’s full address. Accordingly, you can add the order’s address in parts using the respective columns. |
| Order Country ID | country | The Country part of the order’s full address. Accordingly, you can add the order’s address in parts using the respective columns. |
| Order Stop Type | address_stop_type | Orders can have a specific stop type when they are included into a route. Specifically, orders can be one of the following route stop types: Delivery, Pickup, Break, Service, Meetup, or Visit. |
| First Name | First Name | First name of the contact or customer associated with the order. |
| Last Name | Last Name | Last name of the contact or customer associated with the order. |
| Email address of the contact or customer associated with the order. | ||
| Phone | Phone | Phone number of the contact or customer associated with the order. |
| Weight | weight | Weight Business Rule (Optimization Constraint) value of the order. Additionally, learn more about the Weight Route Optimization Constraint. |
| Pieces | pieces | Pieces Business Rule (Optimization Constraint) value of the order. Additionally, learn more about the Pieces Route Optimization Constraint. |
| Cube | cube | Cube Business Rule (Optimization Constraint) value of the order. Additionally, learn more about the Cube Route Optimization Constraint. |
| Revenue | revenue | Revenue Business Rule (Optimization Constraint) value of the order. Additionally, learn more about the Revenue Route Optimization Constraint. |
| Reference No | reference_no | Custom Reference Number of the order. The order’s Reference Number can be found and edited in the order’s associated route stop using the Route Editor. |
| Customer PO | customer_po | Custom Customer PO Number of the order. The order’s Customer PO Number can be found and edited in the order’s associated route stop using the Route Editor. |
| Time Window Start | time_window_start | Start time of the Time Window (working hours or time interval) within which the order can be visited and completed. Additionally, learn more about Route4Me’s Time Windows Route Optimization Constraint. |
| Time Window End | time_window_end | End time of the Time Window (working hours or time interval) within which the order can be visited and completed. |
| Time Window Start 2 | time_window_start_2 | Start time of the Second Time Window (working hours or time interval) within which the order can be visited and completed. Additionally, learn more about Route4Me’s Time Windows Route Optimization Constraint. |
| Time Window End 2 | time_window_end_2 | End time of the Second Time Window (working hours or time interval) within which the order can be visited and completed. |
| Color | color | Color code of the order as a hex color code (i.e., 0000ff). |
| Order Icon | icon | Icon (emoji) of the order (i.e., emoji/emoji-hatching_chick). |
| Timezone | timezone | Time Zone in which the order’s location operates. The order’s Time Zone is taken into account together with its Time Windows constraints when the order is used for planning and optimizing routes. |
| Priority | priority | The priority with which the order will be visited on its optimized route (1 is the highest priority and 999999 is the lowest priority). For example, if the order is assigned priority “1”, this order will be visited as the first stop on its route. Additionally, learn more about Route4Me’s Priority Route Optimization Constraint. |
| Service Time | time | The Service Time required to complete the order when at the order’s location. Additionally, learn more about Route4Me’s Service Time Business Rule. |
| Cost | cost | Custom cost of completing the order. The cost of each order on the route can be aggregated into the Total Route Cost and viewed in the Route Editor’s Summary Table. |
| Group | group | Orders can be assigned a custom group value. Accordingly, you can filter orders that have the same custom group value. |
| Customd Data Key | custom_data_key | You can add Custom Data to orders by adding a Field Name (name of the Custom Data filed) and Field Content (actual data, values, etc.). Accordingly, you can use the “custom_data_key” column to add the Field Name and keep the Field Content empty to be populated after the order has been uploaded and created. Additionally, learn more about using Route4Me’s Custom Data. |
After uploading the spreadsheet, Route4Me automatically validates and matches column names from the uploaded spreadsheet to Route4Me’s order fields. Accordingly, the correct and matched column names are displayed with a checkmark next to them. If specific column names don’t match the data in them, you can manually match data columns from the uploaded spreadsheet to Route4Me’s order fields. To do so, select the correct column names based on the data in them.
Once the orders are uploaded, they instantly become available in your Orders List with the “New” status and are scheduled for the upload date. Accordingly, to use the uploaded orders for planning new routes or insert them into planned routes, schedule these orders for the preferred date. To do so, select the respective orders by checking the boxes next to them and then click the “Schedule” button. After that, schedule the orders for the preferred date. Accordingly, once the orders a scheduled, they are assigned the “Scheduled” status and can be used for routing. Further, you can learn how to plan new routes and insert orders into planned routes using your Orders List.
Filter Orders – View Modes, Search, and Filters in the Orders List
You can filter orders in your Route4Me Orders List by virtually any order parameter and attribute. For example, order address, scheduled date, customer name or email, barcode, etc. 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 orders statuses by their purpose and application. For example, the “Ready for Route Planning” View Mode includes the Sorted and Scheduled statuses that can be used for planning new routes or inserted into planned routes.
Accordingly, you can select the preferred View Mode and then use additional filters to filter orders with the statuses included into the selected View Mode. Below, you can find the list of View Modes available in your Orders List and their respective included statuses. Additionally, you can learn more about Route4Me’s Delivery Management System View Modes and Order Statuses.
| View Mode | Included Statuses | Order Lifecycle Stage Description |
|---|---|---|
| New | New, Possession Scan | Orders that were imported or added to the system. New orders can be Scheduled and then used for planning new routes or inserted into planned routes. To schedule New orders, filter and select the preferred New orders, and then click on the “Reschedule” button. |
| Ready for Route Planning | Sorted, Scheduled | Orders that are ready to be used for planning new routes or can be inserted into planned routes. To plan routes with the Ready for Route Planning orders, filter and select the preferred orders, and then click on the “Plan New Route(s)” button. |
| In Progress | Routed, Route Started, Loaded, Manually Loaded, Sorted by Route | Orders that have been used for planning routes and are currently included into planned routes. In Progress orders can be rescheduled and used for planning new routes or inserted into other routes. |
| Require Attention | Missing, Damaged, Unrouted, Failed, Skipped | Orders that couldn’t be included into routes or were included into routes and couldn’t be completed (delivered, picked up, etc.). Require Attention orders can be rescheduled and used for planning new routes or inserted into other routes. |
| Done | Done | Successfully completed orders (delivered, picked up, etc.). Done orders can’t be canceled or rescheduled for another date. |
| Canceled | Canceled | Orders can be canceled at any stage of their lifecycle, except for the Done orders. Canceled orders can be rescheduled and used for planning new routes or inserted into other routes. |
Each View Mode supports a fixed set of filters. Accordingly, to filter your orders, select the preferred “View Mode” and then use the respective available filters in the top right corner. Alternatively, you can select the “All Orders” View Mode to include orders with all available statuses and then use the filters available for all order statuses. Further, you can find descriptions of the filters available in your Orders List.
| Filter | Filter Description |
|---|---|
| Search | You can search for orders by almost any order attribute or parameter. For example, order alias, address, customer name, email, phone number, barcode, and other details available in the order’s profile. Furthermore, you can search by full and partial attributes. Accordingly, you can use the search to filter orders that contain a common value in their attributes. For example, you can search for orders that have the same part of the barcode, address, alias, custom group, etc. |
| Barcode | Filter orders by full or partial barcode. For example, certain orders may have barcodes that have the same core value and different additional prefixes or suffixes. Accordingly, you can filter orders using the core part of the barcode. |
| Group | You can add custom Group names to different orders and then search and filter orders with the same Group name. Accordingly, you can filter orders that belong to the same Group using the full or partial name of the Group. |
| Created Date | Orders can be added or imported into Route4Me’s Delivery Management System. Accordingly, you can search and filter orders that were created (imported or added) on the same date or within a specific date range. |
| Possession Scan Date | Orders can be added to the system by scanning their Possession Scan barcode using Route4Me’s Mobile Barcode Scanner. Accordingly, you can filter orders that were scanned by their Possession Scan barcode on the same date or within a specific date range. Additionally, learn more about scanning order barcodes and Possession Scan order status. |
| Scheduled for Date | Orders can be scheduled for a specific date when they are added or imported into the system or manually rescheduled so that they can be filtered by their scheduled date and used for planning routes, exporting reports, and other purposes. Accordingly, you can filter orders that are scheduled for a specific date or within a specific date range. |
| Sorted on Date | When an order is sorted by its barcode using Route4Me’s Mobile Barcode Scanner, this order is automatically scheduled for a specific date, sorted by its respective Territory, and assigned the Sorted status. Accordingly, you can filter orders that were sorted on a specific date or within a specific date range. Additionally, learn more about scanning order barcodes and Sorted order status. |
| Done Date | When an order is delivered or completed, the driver marks the respective route stop as Done using Route4Me’s Mobile App, and the associated order is automatically assigned the Done status. Accordingly, you can filter completed orders by the date or date range when they were completed. |
| Stop Type | When creating or importing orders, you can specify what kind of route stop they will be used as when using these orders for planning routes: Delivery, Pickup, Break, Service, Meetup, and Visit. Accordingly, you can filter orders by their Stop Type. |
| Territory | When the order’s address is located within the custom-shaped borders of a specific Territory, this order is automatically associated with this Territory. Accordingly, you can filter orders by the Terriotry within which they are located. Additionally, learn how to create and manage Territories and Plan routes using Territory Orders. |
| Order Status | Filter orders by one or multiple statuses: New, Possession Scan, Sorted, Scheduled, Routed, Route Started, Loaded, Manually Loaded, Sorted by Route, Missing, Damaged, Unrouted, Failed, Skipped, Done, and Canceled. Additionally, learn more about Route4Me’s Delivery Management System order statuses. |
Configure Orders List – Add and Customize Orders List Columns
Furthermore, you can customize what data columns are displayed in your Orders List and their order. First, click on the settings icon in the top right corner. Next, check the boxes next to the column names that you want to display in your Orders List. After that, you can change the order in which the columns are displayed by dragging column names. Accordingly, the column names ordered from top to button are displayed from the left to the right side of the Orders List.
Plan Routes with Orders – Orders List Route Planning
First, filter orders in your Orders List by their scheduled date and those that are ready for routing. To filter orders scheduled for a specific date, select the preferred date or date range in the “Scheduled For Date” calendar. Next, select the “Ready for Route Planning” View Mode and then select the “Scheduled” and “Sorted” order statuses. Additionally, you can use other available filters.
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. Depending on the applied filters, you may have hundreds or thousands of filtered orders. To select all filtered orders at once, check the box at the top of the list and then click the “Select all items that match filters” button. After that, click the “Plan New Route(s)” button. Additionally, learn more about planning and optimizing routes using the Orders List.
Insert into Route – Insert Orders into Planned Routes
You can insert orders into already planned routes right from your Orders List. For example, when an order was rescheduled, couldn’t be included into another route, etc. Specifically, you can insert into planned routes orders with the following statuses: Scheduled, Sorted, Missing, and Unrouted. To do so, filter orders in your Orders List by their scheduled date or date range. Next, select the “Ready for Route Planning” View Mode to open orders with the Scheduled and Sorted statuses or “Require Attention” View Mode to open orders with the Missing and Unrouted statuses.
Next, select one or multiple orders you want to insert into a planned route by checking the boxes next to them. After selecting the preferred orders, click the “Insert Into Route” button.
After that, search for the route into which you want to insert the selected orders by its route name, select the route, and then click the “Insert” button. Next, Route4Me will automatically insert the selected orders into the route at the most optimal sequence position. Additionally, learn more about inserting orders into planned routes.
Manage Orders – Edit, Export, Reschedule, Cancel, and Delete Orders
In your Orders List, you can manage your orders based on your account-level permissions. Specifically, you can edit, reschedule, export, and cancel orders, view order history, and more. First, filter orders by date and apply other filters (i.e., order status, barcode, etc.). Next, click on the three dots menu icon next to any order and then select the preferred action.
| Action | Description |
|---|---|
| Edit Order | Edit the order’s details, such as the address, alias, customer details, optimization constraints, Time Windows, etc. |
| Insert into Route | Insert the order into a planned route. Additionally, learn more about inserting orders into planned routes in this guide. |
| Reschedule | Reschedule the order for another date so that the order can be filtered by the new date and used for planning new routes or inserted into planned routes. Additionally, learn more about rescheduling orders for planning routes. |
| View History | Check the order’s history. For example, when the order was created, inserted into a route, loaded on a route, delivered, etc. |
| Cancel | Cancel the order. NOTE: This action can’t be undone, and canceled orders can’t be rescheduled or reused. Accordingly, canceled orders can only be deleted. |
| Delete | Permanently delete the order. NOTE: This action can’t be undone, and deleted orders can’t be restored. |
Additionally, you can bulk manage multiple orders at a time. First, select the preferred orders by checking the boxes next to them and then use the preferred actions. Accordingly, you can also select a single order and then use the same actions.
| Action | Description |
|---|---|
| Reschedule | Reschedule the selected orders for another date so that they can be filtered by the new date and used for planning new routes or inserted into planned routes. Additionally, learn more about rescheduling orders for planning routes. |
| Bulk Actions | Cancel or Delete the selected orders. NOTE: This action can’t be undone, Canceled orders can’t be rescheduled or reused, and Deleted orders can’t be restored. |
| Export Orders | Download the selected orders. Additionally, learn more about Route4Me’s Orders Reporting and Order Export. |
Order Progress Tracking and Real-Time Status Synchronization
Route4Me’s Delivery Management System provides real-time order synchronization and order route progress tracking across Route4Me accounts, apps, and devices. In detail, as managers create orders, sorters sort and schedule orders, route planners optimize and dispatch routes, and drivers complete orders, orders change their status accordingly. Once the status of an order is updated using the Route4Me Web Platform or Route4Me’s Mobile Apps, it instantly becomes available across all connected accounts, apps, and devices in real-time.
For example, when the sorter uses Route4Me’s Mobile App Barcode Scanner to sort and schedule orders, you can instantly access the sorted orders in your Orders List and Order Territories and use the sorted orders to plan and dispatch routes to drivers. Next, drivers can use Route4Me’s Mobile Driver Apps to load, deliver, and complete orders. Accordingly, when drivers use Route4Me’s Mobile Apps to update order statuses, orders are automatically updated in your Orders List in real-time. Additionally, learn more about Route4Me’s Delivery System Order Statuses and Order Lifecycle.
Territory Orders Guide – Manage and Route Order Territories
A Route4Me Territory is a geographical area on the map with custom-shaped borders. You can create Territories by simply drawing them on the Route4Me map. After that, you can sort your orders by Territories based on their address and then use Territory Orders for planning and optimizing routes. Additionally, you can learn how to Create and Manage Territories.
Sort Orders By Territory Based on Order Address and Location
When you add, upload, or import orders, they are automatically sorted by Territory. Specifically, if the order’s address or coordinates are located within the custom-shaped borders of a specific Territory, this order is automatically sorted by and associated with this Territory. Additionally, you can use Route4Me’s Mobile App Sorter Tool to scan order barcodes and automatically schedule and sort orders by Territory. Additionally, learn more about sorting orders by Territory using Route4Me’s Mobile Sorter App. Accordingly, the “Territory” column in your Orders List shows which Territory each order belongs to.
Manage Order Territories with Territory Optimization Profiles
First, go to “Territory Orders” from the navigation menu to open the list of all Order Territories available on your account. To manage a specific Territory, click the three dots menu icon next to this Territory and then select the preferred action. Specifically, you can use the Territory for route planning, change the name and color of the Territory, and delete the Territory.
Additionally, you can select a custom Optimization Profile for each individual Territory. An Optimization Profile is a template with predefined route settings and optimization constraints. Accordingly, when you plan routes using a specific Territory, its selected Optimization Profile is automatically used, and the routes are optimized based on the profile’s settings. Additionally, learn about creating and using Route4Me’s Optimization Profiles.
Plan Routes with Territory Orders – Order Territories Routing
First, filter your Territory Orders by date or date range using the “Time Period” calendar. Next, filter Territory Orders by the “Stop Type” (i.e., Delivery, Pickup, etc.) and “Order Status“. Specifically, only orders with the Sorted and Scheduled status can be used for planning routes. Additionally, learn more about Route4Me’s Order Management System Order Statuses. After filtering orders by date, stop type, and status, the “Total Orders” column will show the total number of orders within each Territory.
Next, select one or multiple Territories that you want to use by checking the boxes next to them, and then select the preferred route planning option:
- Plan Combined Route: Plan a single route with all orders within all selected Territories.
- Plan Separate Routes: Plan separate routes with the orders within each individual Territory without overlapping with other Territories.
Additionally, learn more about planning and optimizing routes using Territory Orders.
Visit Route4Me's Marketplace to Check out Associated Modules:
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