Optimizations Management Guide – Open, Edit, And Manage Optimizations

Whenever you plan and optimize a new route, a unique Optimization is automatically created and linked to the route. This Optimization, along with all of its parameters, is saved in your account’s Optimizations List. Your Account Optimizations can be used for re-optimizing planned routes, optimizing multiple routes at a time, restoring deleted routes with the exact same optimization settings, and more. Use this guide to learn how to open, view, and edit your saved Optimizations, as well as the routes linked to each one.

Open Optimizations – View Your Account’s Optimizations List

To open your Optimizations, go to “Operations” in the Navigation Menu, then click “Optimizations“. From your Optimizations page, you can view and edit all available Optimizations in your account.

By default, an Optimization inherits the name of its linked route. For example, a route named “Last Mile Optimized Route 0001” will have an Optimization with the same name.

NOTE: Changing a route’s name after it has been planned does not affect its linked optimization name, and vice versa.

Open Your Optimizations List

Edit Optimizations – Modify Address And Settings Details

There are multiple ways to edit an optimization. For example, you can right click the Gear Icon next to an Optimization, then select “Edit” from the menu options. You’ll be redirected to the Address and Settings Tabs where you can make edits.

In the Addresses Tab, you can view and edit each address in the Optimization. Just click on the arrow next to an address to access Address, Order, Customer, Time, and Custom Data details, all of which can be modified. Alternatively, right-click on an address pin in the map and select “Modify Destination” to make changes.

See the table below for a full overview of editable fields.

From the Addresses Tab, you can also add or delete addresses. To add, click the “Add New Address” button. To remove, either click on a location in the map and select “Remove Destination” or click the X next to an address in the Address List.

From the Settings Tab, you are able to adjust Optimization settings. You can change the Route Name, Optimization Type, and much more. Click the Arrow Icon next to a menu section to open it and make edits.

See the table below for a complete list of editable fields.

Re-Optimize Optimizations – Apply Address Changes And Settings Adjustments

You can always re-optimize Optimizations if, for example, you want to refresh them, apply updated settings, or restore a deleted route linked to an Optimization.

There are several ways to re-optimize. For instance, you can right click the Gear Icon next to the Optimization and select “Re-Optimize” from the menu.

Alternatively, if you are making modifications from the Addresses Tab, you can click the “Re-Optimize” button.

Or, finally, from the Settings Tab, you can click the “Re-Optimize Now” button.

Manage Optimizations – Use Different Viewing Options And Delete Optimizations

You can easily manage your Optimizations to streamline route planning and make adjustments as needed. Learn how to open Optimizations in a new tab or the Routes Map and how to permanently remove them from your account.

Open Optimization In A New Tab

For convenience, you can open an optimization in a separate tab to work with it in more detail. Just right-click the Gear Icon next to the Optimization, then click “Open in New Tab“. You’ll be redirected to the Address and Settings Tabs where you can view and edit address and Optimization details.

Open Optimizations In The Routes Map

Similarly, you can open an Optimization in the Routes Map. Again, simply right-click the Gear Icon next to the Optimization, then click “Open in Routes Map“. If you open multiple routes linked to a particular Optimization, you will be able to view them together and edit them in your Routes Map.

Learn more about opening and managing multiple routes.

Delete Optimizations From Your Account

If you wish to delete a specific optimization, right click the Gear Icon next to it and select “Remove Optimization” from the menu. If you would like to delete multiple Optimizations, check the boxes next to them, then click the “Delete” button that appears beneath your Optimizations list.

NOTE: Deleted Optimizations are permanently removed from your account, along with all routes linked to them.

Unlink Routes From Their Corresponding Optimizations

You have the option to unlink routes from Optimizations. There are a few ways to do this: from the Routes Map, the Route Editor, or your Routes List.

From The Routes Map

From your Optimizations page, right-click the Gear Icon next to a specific Optimization. Then, select “Open in Routes Map“. In your Routes Map, you’ll be able to see the route or routes associated with that particular Optimization.

Open Routes Map

From your Routes Map, check the box next to the route(s) you wish to unlink. Then click “Routes” in the Menu bar and select “Unlink Routes from Optimization“.

From The Route Editor

Alternatively, you can go to your Routes List, click the Arrow button next to the route you want to unlink, then click “Edit Route“. You’ll be redirected to the Route Editor.

Open Routes List

From the Route Editor, click “Routes” in the Menu bar, then “Unlink Route from Optimization“.

From The Routes List

Or, finally, you can unlink routes directly from your Routes List. To do this, check the box next to the route(s) you wish to unlink. Then, click “Bulk Actions” and select “Unlink Routes from Optimization“.

Open Routes List