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.

Route4Me’s Order Delivery Management System Overview

Route4Me’s Delivery Management Software 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 into Route4Me’s Last Mile Delivery Management Software 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:

In the “Details” tab, you can add the following order and customer details:

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.

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.

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.

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.

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.

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 in the best delivery management software 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.