How do I filter orders by delivery zone/delivery area?
EasyRoutes allows you to filter your orders by postal/zip code-based delivery zones. You can even save these zones as saved views to quickly access in the future as tabs in your dashboard.
Filter by Zip or Postal Codes
To filter your orders by postal codes or ZIP codes, go to the Orders page and click on the Add filter button, and select Postal code:
A text box will open for you to type in the postal codes that make up your delivery zone. To include a group of codes, add an asterisk (e.g. *) after the initial characters to indicate a range to filter by. For example, M4M* looks for postal codes starting with M4M.
You can click the applied Postal code filter to add as many postal codes as you need to create your zone:
As you add postal codes you will notice your list of orders will change to only show those orders. You may want to add additional filters (e.g. Unfulfilled orders) as well.
If you like, you can then click the star icon at the top of the page, name your zone and hit Save. Your delivery zone will be added as a tab:
In the future you can click that tab (e.g. Delivery Zone #1) and instantly see only the orders that belong in that zone:
Then you can select the orders that you want to include in a route. Learn more about creating routes in our getting started guide.
Filter by City or by State/Province
To filter your orders by cities or by state/province (or the equivalent in your country), go to the Orders page and click on the "More filters" button. A sheet will slide out with additional filters. Go to the City or the State/Province filter to select specific entries that you want to create filters for. You can also enter in a value for a city if this does not exist in the selectable list.
Filter by Visible Area
You can also filter using our visual planning tools within the map and save shapes for later use. You can find more information on creating and managing delivery zones here.
First, select the Delivery Zone icon in the map view on the Orders page:
You can select "Create delivery zone" to draw a zone (or select a shape and use "Save as delivery zone" if one is already drawn).
This will enable polygon drawing mode on the map. You can now draw shapes by clicking on the map to add points.
Once you are finished, you can select the last point drawn to complete drawing. This will launch a Save modal where you can name your newly drawn delivery zone.
A zone is now displayed on the map
You can enable, disable or delete the zone on the map using the Delivery Zone menu in the map.
If a zone is selected, you can select all the orders in a delivery zone using the "Select orders in delivery zone" action.
Once orders are selected you can opt to keep or remove selected orders based on what you plan to route.
See Map Selection Tools for a description of each available action.
You can save a Delivery Zone to a new or existing view using the "Create view" or "Edit view" button above your list of orders. Once selected, name your zone and hit Save. Your delivery zone will be added as a tab or saved to the existing view: