Territory-Based Route Planning with the Enterprise Architect
With the Route4Me Enterprise Architect, you can effortlessly generate multiple territories with thousands of addresses of your customers. Generating optimized territories allows you to spatially display your customers’ locations on the map and recognize certain patterns that will enable you to make your routing activities more efficient and your business more profitable. Territory-based route planning enables you to effectively distribute your resources and make sure that you always assign the right people and vehicles to the right routes and customers.
First, generate the territories that you want to use for planning routes. To separate addresses by groups and generate territories, you need to import the corresponding addresses into the “Addresses” tab of the Enterprise Architect. To do so, first, go to the “Addresses” tab respectively. To upload a spreadsheet/file with addresses from your computer, click on the “Upload” button in the top right corner.
Currently, Enterprise Architect supports CSV file format only. For a spreadsheet to be successfully uploaded and processed, it should contain a header row and data rows. The header defines the type of information you are importing (i.e., addresses, zip codes, cities, etc.), while the corresponding data rows contain the actual address information.
To add addresses from your Route4Me Address Book (web account), fist, go to the “Address Book” tab at the top of the screen or click on the corresponding button in the navigation menu. Then, click on the address book icon in the top right corner of the screen to bring up your Route4Me Address Book.
Next, select the addresses that you want to use for generating territories. After selecting the addresses, click on the wrench icon in the top left corner to transfer the corresponding addresses from your Route4Me Address Book to the “Addresses” tab in the Enterprise Architect.
Once you imported the preferred addresses into the “Addresses” tab, make sure that they are geocoded. Then, click on the “Territories” button in the navigation menu.
Finally, select the preferred optimization type and click “Calculate” to start the generation process.
Once the territories are generated, they are opened in the “Map” tab of the Enterprise Architect. The territories are outplayed on the map in different colors to be easily distinguished. A corresponding “Group” number is assigned to each generated territory.
To plan and optimize routes based on the generated territories, click on the “Optimization” button in the navigation menu.
Alternatively, click on the “Optimization” button in the navigation menu from the “Addresses” tab. In the “Addresses” tab, each address is assigned its own “Group” number that associates it with its corresponding territory.
Then, specify the parameters of the routes that you are planning based on the generated territories. First, type the name for the routes into the corresponding field. The same name will be assigned to all planned routes with additional indexation to differentiate them.
Next, in the “General” tab, add the address for the “Default Depot.” If you add the “Default Depot” when planning multiple routes, all planned routes will start from one depot. If you do not add the “Default Depot” when planning multiple routes, each planned route will start from the first address within its territory.
Then, check the “Multiple, grouping addresses” box and select “group” from the “Grouped by” drop-down list. This type of optimization will plan multiple routes and optimize them based on the previously generated territories. If you select “Single, using all addresses,” the Enterprise Architect will plan one route with all addresses from all territories.
Next, in the “Optimization” tab, first, select the “Routing Type” from the corresponding section. Then, in the “Optimization Type” section, select “Multiple Drivers Route, Time Window, Capacity” to plan and optimize multiple routes for multiple drivers. If you select “Single Route,” the Enterprise Architect will plan one route with all addresses from the corresponding territories. Click “Start” to plan and optimize the routes based on the previously generated territories.
Once the routes are planned, they are displayed in the “Routes” tab of the Enterprise Architect respectively. All routes are automatically synchronized with the Routes List of you Route4Me Web Account where you can use the Route Editor for further adjustments. From the Enterprise Architect, you can export the routes in the form of CSV files as well as assign Users and Vehicles to them.
To view the planned routes on the map, first, select the routes that you want to view, and then, go to the “Map” tab at the top of the screen or click on the “Map” button in the navigation menu.
The map in the Enterprise Architect will display the selected routes on the map respectively. To access more map options, open the corresponding routes on the Routes Map from your Route4Me Web Account.
To open the Route4Me Website in your default web browser straight from the Enterprise Architect, click on the Route4Me logo located in the top left corner of any tab or menu.
All routes planned using the Enterprise Architect are automatically synchronized with your Route4Me Web Account where you can use more advanced settings and apply the further adjustment.
You can also view the territory-based routes on the Routes Map and move stops between them in real time.