🎉 Getting Started with EasyRoutes
Want a quick walkthrough of how EasyRoutes works? Try our Interactive Demo.
Welcome to EasyRoutes!
You'll want to do these things first before before you get started creating delivery routes:
- Review your EasyRoutes Settings - Customize the app to fit your needs!
- Set your Route Options - Enter a start & end location and enable other options.
- Add a Driver - You'll need to add a driver before you can dispatch routes.
💫 How to Create Routes
Try an interactive demo of how to create and dispatch routes in just a few clicks.
When you open EasyRoutes in your Shopify Admin you will see the EasyRoutes Dashboard with quick access to common actions and a summary of your recent EasyRoutes activity:
Select "Orders" from the EasyRoutes navigation menu to begin selecting orders for your first route:
Underneath the map you will find your Route Options and your store's orders.
Check the boxes next to the orders you want to deliver and click the "Add orders to map" button at the bottom of the screen. You can use the search or filters to find the orders you need.
When you have added all the orders you want to deliver to the map, scroll up and click the green "Create route(s)" button.
Learn more about how to create routes with a step-by-step guide here.
💡 Pro-tip: Save your route options and order filters as a tab to access quicker the next time you are in EasyRoutes! Learn how »
Related: How does EasyRoutes work with...
- ... your Shopify setup and third-party apps?
- ... Shopify Orders and Information from Shopify Apps?
- ... order filters for planning routes?
- ... with shipping rates and delivery methods?
- ... with fulfillments for updating delivery statuses?
- ... with partial fulfillments for planning routes?
- ... Shopify Subscriptions?
🛠️ How to Edit Routes
If you are creating more than one route at once (you would have set this in your Route Options), you will land on a Route Group page. If you are generating a single route, you'll go right to the Route Page.
To learn more about editing routes, watch the video above or review the following for some of our most frequently asked questions:
- Editing Routes
- Route Scheduling & ETAs
- Renaming a route
- How do I add a custom stop to a route?
- How do I move orders to another route?
- How do I add orders to an existing route?
- How do I re-order stops in a route?
- How do I edit a stop's address?
- How do I re-optimize a route?
- How do I reverse a route?
🚗 How to Dispatch Routes
Try an interactive demo of how to create and dispatch routes in just a few clicks.
Once you've created and edited your routes, you're ready to go! Just click the "Dispatch" button at the top of your route.
To learn more about dispatching routes and driver management, review the following:
- How do I dispatch / share routes?
- How do I assign a driver to a route?
- Dispatch Links / Driver Self-Assign
- How do I add a driver?
- How do I manage my driver seats?
- How do I activate / deactivate drivers?
🚗 How to Deliver
Try an interactive demo of how to deliver routes using the Delivery Driver app for iOS & Android.
Your drivers can use our EasyRoutes Delivery Driver app to deliver. We have answers to most frequently asked questions about our driver app here.
Want to learn more about how your customers interact with their deliveries? Read more about:
- Customizable Order Tracking Pages and Links
- Delivery Notifications - Email and SMS
- Real-Time Driver Location Tracking
- How do I know which notifications were sent? (Notification History)
🎓 EasyRoutes 101
Find out how to maximize your EasyRoutes experience with answers to frequently asked questions, step-by-step guides, and expert tips to take advantage of our most powerful features. Learn more about:
- Managing Drivers & Seats: How to add, activate, or edit your drivers; dispatch and assign routes; and how prorated billing can help support your busiest delivery periods.
- Order Filters: Sort your orders with filters, save filter views for one-click route creation, and use the Route Assistant to automate your route planning.
- Delivery Driver Mobile App: Configure our mobile driver app to navigate, deliver orders, access route inventories, and increase customer satisfaction with Proof of Delivery features.
- Customer Communications: Customize and print packing materials, provide delivery ETAs & time windows, and keep customers informed in real-time with notifications, tracking pages, and Proof of Delivery.
- Shopify Local Delivery: Enable Local Delivery for your customers on checkout, collect & view custom delivery instructions, filter orders to match your Local Delivery zone, add custom stops from outside of Shopify to your routes, and learn more about EasyRoutes integrations.
Need more help?
Still having trouble? Review our troubleshooting guides.
Thanks for using EasyRoutes! ❤️