Territory Routing And Territory Management – Address Book Map Territories Guide

Route4Me’s dynamic routing software enables you to create map territories with customer addresses, depots, commercial facilities, warehouses, or any other real-world locations from your synchronized Address Book. With Territories, you can plan the most efficient routes with multiple destinations in seconds and make sure you always assign the right tasks to the right field team members and save fuel, time, and money.

If your business provides multiple services that require different equipment or employee skills, you can create a separate territory for each scenario and maximize your fleet resources with our enterprise route dispatch software. Use this guide to learn how to create and manage Territories on your account, plan Territory Routes, and more.

Create Territories – Custom Shaped Territories On Address Book Map

A Route4Me Territory is a geographical area on the map that is defined by its custom-shaped borders. You can create Territories by simply drawing them on the map. Accordingly, if the addresses of customers or orders are located within a specific Territory, then they’re automatically associated with that Territory.

Open Your Address Book Territories Map

To create Territories on the Address Book Map, follow these easy steps:

1. Click one of the Draw Area buttons (Polygon, Rectangle, Circle) in the top-left. Alternatively, click the “Draw New Territory” button in the Territory Panel on the right.
2. Click and drag to draw a circle or rectangle, or click to add points to a polygon.
   NOTE: To move the area, click the Hand Button in the top-left. To delete the area, click the X Button in the top-left.
3. Once you’ve drawn your preferred Territory shape on the map, right-click inside the area and select “Store as new Territory” from the menu.
4. Enter a unique name in the “Territory Name” field and select a color by clicking the circle next to “Territory Color“. When done, click the “Add” button to create your new territory.

All order and customer addresses located within the newly created Territory will be associated with it and can be used for planning territory routes right away. Learn how to plan Territory Routes further in this guide. NOTE: To plan order territory routes, orders need to have the appropriate order status.

Alternatively, you can use a KML file to create Territories with geographic data. To do so, click “File” from the top menu bar and select “Create Territories from KML“. Then, simply paste the contents of your KML file and click “OK” to create a new Territory.

Manage Territories – Edit, Export, Assign, Route, Remove Territories And More

To edit or manage a Territory, click the Gear Icon next to it in the Territory Panel on the right. If the Territory Panel isn’t visible and has been closed, click the button in the middle of the divider on the right side of the screen. Learn more about the available Territory Management actions in the table below.

Plan Territory Routes – Use Address Book Map Territories To Plan Routes

To plan a route with a Territory from the Address book Map, simply click the Gear Icon next to the preferred Territory in the Territory Panel and select “Plan Route” from the menu. Then, follow the same steps as usual when you plan a route by selecting an Optimization Profile or manually adjusting optimization settings.

You can also select multiple Territories for route planning. Just check the boxes next to them in the Territory Panel, click “File” in the top menu bar, and select “Plan Route With Selected“. Route4Me’s enterprise route optimization software will plan one or multiple routes according to your optimization settings or the Optimization Profile you select. When the system plans multiple routes, the Routes Map will automatically open with the new routes shown on the map. NOTE: To plan routes without mixing addresses from different Territories, plan individual routes from the preferred Territories as described above.