•The available route numbers for a given day are derived directly from the invoices.

•Each route has its own "node" with the invoices assigned to that route listed below it.

•Use the Expand button to expand/collapse all routes in the screen at once.

•View the lists in individual routes using the expand and collapse "+" and "-"  icons on the route node.  

 

 

When you need to add a new route/truck for an Invoice Date use the Add Route button on the left side of the screen to create the new route in one click.

 

1.Click the Add Route button

2.The Add Route dialog box will be displayed.

3.Enter the new route number in the Route text box.

4.Click OK in the Add Route dialog box.

5.  Right-click the new route number and click the Edit Truck Number option displayed. (Truck Number is NOT a required field. You can use the Assign Routes feature with only routes.)

 

A blank route assignment, the Route <n/a> in the image below, is considered "unassigned" these deliveries should be moved to different routes to establish their place in the delivery sequence.

 

6. In the Assign Route Detail dialog you can assign a Truck Number to any route. Click OK.

 

7. Click Apply at the bottom of the Assign Routes screen to save the new route.

 

8. Now just drag and drop invoices, return authorizations, POs and backhauls onto the new route and truck. Stop numbers will be assigned as you drop them into the route.

9. Drag and drop invoices to order the stops within the route.

10. Click Apply to save your work.

 

Empty routes are not actively removed during editing, so all route nodes created, either automatically or manually, during an Assign Routes session remain for the life of the session.

 

The exception is if you reload the data during a session in which case the available routes are completely re-evaluated according to the current data. If you have emptied a route and saved your changes then reloading the data for that day will remove empty route nodes.