Route Groups
When using EasyRoutes' How many routes? Route Option to create multiple routes at once, they'll be placed inside a Route Group for easier access and management.
Click either link below for further details specific to the EasyRoutes product you're using:
EasyRoutes for Shopify
- Configure How many routes? from your Route Options page to create more than one route at once, in this case three routes:
- Use the checkboxes to select orders to include on your routes, before clicking the Add orders to map button at the bottom of the page:
- Review your orders on the map, and click the Create routes button in the top right of the page:
You will be taken to a Route Group summary page, called the All routes view:
This page acts as a summary of all the routes you have just generated. Navigate between the route group and individual routes in the group by clicking the arrows or using the dropdown found to the top right of the map view:
At the bottom of the All routes view you'll find a table presenting summary data of the routes included in the group, as well as lines representing the different routes and the stops they contain:
Use the toggles in the upper left-hand corner of the route lines section to switch to the group's timeline view to visualize the group's routes across their scheduled durations:
Each route's Route Options can be accessed from the route tabs found immediately below the map. Click the "Additional actions" (three dots icon) button below the map and select Edit route options to enable/disable additional route options:
You can also drag and drop stops on the route lines either to move certain stops earlier or later within a route, or to shift stops from one route in the group to another:
Click the Save button to apply any changes.
From the main Routes page, any routes that are included in a group will display with the same colour bar on the left-hand side of the route's entry:
Routes can be scheduled or re-scheduled in batches from any Route Group's All routes view. Use the checkboxes to select which routes to update schedules for; click the Schedule routes button that appears at the bottom of the page, and select a desired start date/time as required:
Each route within the group can also be scheduled or re-scheduled individually from the All routes view, by clicking the dropdown arrow found within the Start time column for any individual route:
Drivers can be assigned (or re-assigned) to routes from the All routes view by clicking the dropdown selector within the Driver column, and selecting an active driver in your roster to assign:
Routes can be dispatched in bulk directly from the All routes view of any existing Route Group, so long as they already have a driver assigned. Once successfully dispatched, routes will update to display with a checkmark icon next to the assigned driver's name, as Jane Doe's appears in the example below. Routes must have an assigned driver in order to be dispatched in this manner.
Use the checkboxes to select which route(s) to dispatch. From the menu that appears at the bottom of the page, click into the Actions (three dots icon) menu, and select Dispatch routes:
Routes contained within a group can be re-optimized individually or in batches, while maintaining the initial optimization of other routes within the group. From the "All routes" page of any existing route group, use the checkboxes to select route(s) requiring re-optimization; from the menu that appears at the bottom of the page, select Optimize route(s) to re-optimize only the route(s) that have been selected:
Route tags can also be added from the All routes view of any Route Group. Use the checkboxes to select which route(s) you'd like to apply tag(s) to. From the menu that appears at the bottom of the page, click into the More actions menu (three dots icon), and select Add tags or Remove tags:
New stops can be added to an existing route group from the Add orders tab found on the All routes view, or any individual route contained in a group:
Scroll down below the map to see a list of orders, and apply any desired order filters to narrow your search. Check the boxes next to the orders you'd like to add to your route. When finished, click the Add orders to map button:
Once all desired orders have been added to the map, click the Add orders button at the top of the page:
You'll be presented with route optimization options, depending on how these orders were added:
Adding orders to the All routes view: new orders can be added as a new route within the existing group by clicking Add without optimizing; new orders can be added and spread in their most optimal order across existing routes in the group by clicking Add and re-optimize (note that any manual re-ordering of stops will be overwritten on re-optimization):
- Adding orders to individual routes: new orders can be added at the end of the existing route by clicking Add without optimizing; new orders can be added in an optimal order among existing route stops by clicking Add and re-optimize (note that any manual re-ordering of stops will be overwritten on re-optimization):
EasyRoutes for Web
- Configure the How many routes? Route Option to create more than one route at once, in this case three routes:
- Use the checkboxes to select orders to include on your routes, before clicking the Add to map button at the bottom of the page:
- Review your orders on the map, and click the Create routes button in the top right of the page:
You will be taken to a Route Group summary page called the All routes view:
This page acts as a summary of all the routes you have just generated. You can also navigate between the route group and individual routes in the group by clicking the arrows or using the dropdown found to the top right of the map view:
From the main Routes page, any routes that are included in a group will display with the same colour bar on the left-hand side of the route's entry for quick reference:
At the bottom of the All routes view you'll find a table presenting summary data of the routes included in the group, as well as lines representing the different routes and the stops they contain:
Use the toggles in the upper left-hand corner of the route lines section to switch to the group's timeline view to visualize the group's routes across their scheduled durations:
Click the "Additional actions" (three dots icon) button below the map and select Edit route options to enable/disable additional route options:
You can also drag and drop the stops on the route lines either to move certain stops earlier or later within a route, or to shift stops from one route to another:
Click the Save button to apply your changes.
Routes can be scheduled or re-scheduled rom any Route Group's All routes view. Use the checkboxes to select which routes to update schedules for; click the Schedule routes button that appears at the bottom of the page, and select a desired start date/time as required:
Each route within the group can also be scheduled or re-scheduled individually from the All routes view, by clicking the dropdown arrow found within the Start time column for any individual route:
Drivers can be assigned (or re-assigned) to routes from the All routes view by clicking the dropdown selector within the Driver column, and selecting an active driver in your roster to assign:
Routes can be dispatched in bulk directly from the All routes view of any existing Route Group, so long as they already have a driver assigned. Once successfully dispatched, routes will update to display with a checkmark icon next to the assigned driver's name, as Jane Doe's appears in the example below. Routes must have an assigned driver in order to be dispatched in this manner.
Use the checkboxes to select which route(s) to dispatch. From the menu that appears at the bottom of the page, click into the Actions (three dots icon) menu, and select Dispatch routes:
If you've added new stops since the group was initially created, routes contained within a group can be re-optimized individually or in batches, while maintaining the initial optimization of other routes within the group. From the "All routes" page of any existing route group, use the checkboxes to select route(s) requiring re-optimization; from the menu that appears at the bottom of the page, select Optimize route(s) to re-optimize only the route(s) that have been selected:
Route tags can also be added from the All routes view of any Route Group. Use the checkboxes to select which route(s) you'd like to apply tag(s) to. From the menu that appears at the bottom of the page, click into the More actions menu (three dots icon), and select Add tags or Remove tags:
New stops can be added to an existing route group from the Add orders tab found on the All routes view, or any individual route contained in a group:
Scroll down below the map to see a list of orders, and apply any desired order filters to narrow your search. Check the boxes next to the orders you'd like to add to your route. When finished, click the Add orders to map button:
Once all desired orders have been added to the map, click the Add orders button at the top of the page:
You'll be presented with route optimization options, depending on how these orders were added:
Adding orders to the All routes view: new orders can be added as a new route within the existing group by clicking Add without optimizing; new orders can be added and spread in their most optimal order across existing routes in the group by clicking Add and re-optimize (note that any manual re-ordering of stops will be overwritten on re-optimization):
Adding orders to individual routes: new orders can be added at the end of the existing route by clicking Add without optimizing; new orders can be added in an optimal order among existing route stops by clicking Add and re-optimize (note that any manual re-ordering of stops will be overwritten on re-optimization):
