How do I create routes?

  1. From the EasyRoutes sidebar navigation menu, access the Orders tab.
  2. To the right of the map, click the Edit route options button to access a list of all available Route Options:

Orders page with the Edit route options button, to the right of the map, outlined

  1. Enable and configure any of the available Route Options to suit your route planning needs, and click Save when finished:

Route options page with route count choices on the left and route options such as Start/end locations, Route scheduling and Time per stop on the right, with an arrow pointing at Save

  1. Below the map, you'll find a list of your orders that match the filters currently applied. Use the checkboxes to select the orders you'd like to include on a new route, and click the Add to map button that appears in the upper right-hand corner of the table:

Orders table with four orders' checkboxes ticked and outlined, and an arrow pointing at the Add to map button at the top right

  1. The selected orders will appear as pins on the map, and they will display in the orders table with a shaded yellow background (like #1148 & #1149 shown below) to indicate they have been added to the map.  If you need to remove any orders from the map, use the checkboxes to select them, and click the Remove button that appears in the upper right-hand corner of the table:

Orders table with orders #1147 to #1149 shaded yellow as added to the map, #1147's checkbox ticked, and an arrow pointing at the Remove button

  1. Once all desired orders are added, scroll to the top of the page and click the Create route(s) button above the map to generate an optimized route with all of the orders on the map:

Orders page with numbered order pins on the map and an arrow pointing at the Create route button above it

You'll be taken to your newly created route where you can view route inventories, add orders to the route, and dispatch the route when ready.

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