Creating routes
- Select Menu > Routes.
- Click New Routes.
- Specify the start date. This is required and must be the current date or a future date.
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Specify this information:
- Route Name
- The name for the route you are creating.
- Initiating Manager
- The manager who is associated with the route.
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Optionally, specify this information:
- Notes
- Information about this schedule. This note is sent to the Driver application.
- Driver
- The driver this route is assigned to.
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Note: If you assign a driver, the route status is automatically advanced to ASSIGNED. Otherwise the route is created with the OPEN status.
- Truck ID
- The truck this route is assigned to.
- Optionally, to add deliveries when the route is created, toggle on the Workflow to Deliveries Screen option on the New Route window.
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Click Create
Route.
The Routes Detail window is displayed with the specified route ID if you skipped step 6. If you clicked Workflow to Deliveries Screen, the Assign Deliveries screen is displayed.
- Optionally, check the boxes beside the Delivery IDs to add to the route.
- Optionally, click Assign Route.
- If you optionally assigned routes, click Yes at the Update Delivery message.