Optimizations (Original) Management Guide – Open, Edit, And Manage Original Optimizations
Whenever you plan a route, a new unique Optimization is automatically created and linked to it. Optimizations, along with their parameters, are saved in your account’s Optimizations List. You can use Account Optimizations to re-optimize planned routes, optimize multiple routes at a time, restore deleted routes with the 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 them.
Table of Contents
Open Optimizations – View Your Account’s Optimizations List
To open your Optimizations, go to “Dynamic Routing” > “Optimizations” in the Navigation Menu, 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 optimization won’t change the linked optimization’s name, and vice versa.
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 and select “Edit” from the menu. You’ll be redirected to the “Addresses” 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 on the map and select “Modify Destination” to make changes.
See the table below for a full overview of editable fields.
Optimization Settings
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 can 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.
Address Data Fields
Re-Optimize Optimizations – Apply Address Changes And Settings Adjustments
You can always re-optimize Optimizations to refresh them, apply updated settings, restore a deleted route linked to an Optimization, etc.
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 see the “Addresses” 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 the 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 under the Optimizations List.
NOTE: Deleting Optimizations permanently removes them from your account, along with all associated routes.
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.
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.
From the Route Editor, click “Routes” > “Unlink Route from Optimization” from the Top Menu Bar.
From The Routes List
You can also 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” > “Unlink Routes from Optimization“.
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About author: Alex Yasko
