Routes are how you group and sequence stops for your drivers. In this article, we’ll cover creating a route, editing it, deleting it, and bringing back a route you deleted by mistake.
Who is this article for?
Dispatchers and office admins who manage routes via Route Manager.
In this article, we’ll cover:
Creating a route
Editing a route
Deleting a route
Restoring a route
How do I create a route?
From the Route Manager (either the Board or List view), click “New Route” at the top right.
Then, fill out the following fields and click “Save” at the bottom right when done.
Route Name -- A meaningful name you and your haulers can identify the route with. Note that the route name does not impact the day of week the route runs.
Color -- Choose what color you want this route and its pins to display with.
Starting Yard -- The yard that this route starts at
Ending Yard -- The yard that this route ends at
Business Line -- The line of business this route runs for
Method -- The methods items are hauled on this route
Assigned Drivers -- The hauler(s) responsible for running this route; if you don’t know who you’d like to assign yet, you can always come back here via Edit Route to assign when you do.
How do I edit a route?
From the Route Manager (either the Board or List view), click the Edit button or “Edit Route,” found in the 3-dot menu.
This will open the same view you saw when you created the route (see above). Adjust whatever you need (e.g. perhaps it was an unassigned route before, but now you know who you’d like to assign).
Click “Save” at the bottom right when you’re done.
How do I delete a route?
IMPORTANT: Deleting a route will release every stop on it to Unassigned on its Master Sequence and Daily routes, and the stop order will be lost. Only delete a route if you’re okay with all of its stops going back to Unassigned.
If you’re renaming a route or rebuilding them, it’s better to use Edit Route instead, or create a new route first and move the stops before you delete the old one.
That said, you can delete a route by clicking “Delete Route” in the 3-dot menu’s dropdown or while in Edit Mode (found in the bottom left corner of the Edit view).
Clicking the Delete button will follow up with an “Are you sure?” dialog, just in case you didn’t mean to click Delete.
How do I restore a deleted route?
IMPORTANT: This brings back the route itself, not the stops that were on it. To restore stops, see: How do I restore a past version of a route?
You can recover a deleted route by clicking the “Route Recovery” icon.
Search for the route you want to restore, select it, then click “Confirm” to restore it back to your list of routes.
Feedback? Questions?
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