Setting up and Managing Territories

The Address Book Map allows you to balance territories and routing personnel within user-defined regions. Territory based optimization is useful if you want to visually determine area proximity to regional office/warehouse locations and then to easily assign customers to personnel who are in the vicinity.

 

Creating a Territory by Manually Drawing the Borders

To draw a territory, click the “Draw New Territory” button on the right-hand side of your Address Book Map screen.

Always produce an optimized route by creating territories in Route4Me

 

Type in a name for your territory, then select a color. Click “Add” when you’re done.

Create an optimized route by creating territories in Route4Me

 

Click on the map to start drawing your territory’s borders. Continue drawing your territory point-by-point by left-clicking on the map. Each click will determine the territory’s borders, marked by straight lines. To complete the territory selection, either double-click on the map or connect the border lines back to the point where you initially started.

Get an optimized route with Route4Me's territory mapping

 

Repeat this process for each territory you want to add to your map.

Make an optimized route with Route4Me's territory mapping

 

You can also draw overlapping territories. In the image below, addresses in the overlapped area will be included in both territories. This may come in useful if you need to add sub-territories to your map.

Create an optimized route with Route4Me through overlapping territories

 

To display or hide your territories on the map, check or uncheck the box next to each one.

Get an optimized route by displaying or hiding territories in Route4Me

 

Creating a Territory with KML Text Import

KML (Keyhole Markup Language) is a file format used to display geographic data in an Earth browser. KML data can be created using 3rd party software such as Google Earth. To add a territory by parsing KML data, click “File” → “Create Territories from KML.”

Make an optimized route using Route4Me's Keyhole Markup Language text import

 

Input the KML data in the textbox, then click “OK.”

Make an optimized route using Route4Me's KML text import

 

Next, type in a name for your territory, then click “OK.”

Create your optimized route with Route4Me's KML text import

 

Your new territory will appear on the Address Book Map.

Get an optimized route with Route4Me's KML text import

 

Managing Territories

If you need to download the addresses inside a territory to a spreadsheet file, you can do so by clicking the gear icon next to the territory, then selecting “Download Territory.”

Download your optimized route using Route4Me

 

You can also view the number of addresses in each territory in the territory count section. Rolling your mouse cursor over territory displays the exact address count for that territory.

View territories under the optimized route through the use of Route4Me

 

To delete a territory from the map, click the gear icon, then select “Remove.” Note that this will only delete the territory borders, not the address book contacts encompassed within that territory.

Delete a territory in the optimized route through Route4Me

 

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