🎛️ EasyRoutes Dashboard
Opening EasyRoutes for Shopify or Web will display the EasyRoutes Dashboard, providing quick access to common actions and a summary of your recent EasyRoutes activity.
Click either link below for further details specific to the EasyRoutes product you're using:
EasyRoutes for Shopify
Once in the Dashboard, you can complete the setup guide (if applicable):
Click "Select orders to deliver" to open the Orders tab and begin picking orders for a route.
Click "Create empty route(s)" to create a new, blank route and set route options before adding any orders.
Quickly access any of your in progress, recently created, or recently completed routes from the following three tables, or click the "View routes" button to jump to the Routes tab:
If you've configured the Route Assistant to monitor any of your routes for orders matching particular filters, you'll receive an alert at the top of the Dashboard when there are new orders ready to be added - click the name of any route listed here to jump directly to the Add Orders tab for that route:
You can also fine-tune what route information appears in the Dashboard. Update Dashboard customization options from your EasyRoutes Settings > General tab, within the Dashboard page options section:
- Use the checkboxes to enable/disable any sections as required.
- Use the Show up to boxes to increase or decrease how many routes are shown within each section. By default, each section will display 5 routes, but can be configured to display anywhere from 1 to 10 routes.
- Use the Sort by dropdown to set the order routes will be sorted in all sections - choose from By start time (latest scheduled calendar date/time on top), By created time (most recently created on top), or By last modified time(most recently modified on top). By default, routes will be sorted By created time.
- Use the Show routes from dropdown to select how far back in time to fetch routes from - choose from increasing intervals from Last 0 days (i.e. within the current day) to Last 90 days. By default, routes will be fetched from Last 7 days.
To jump back to the Dashboard from any other page, click "EasyRoutes Local Delivery" from the app's navigation menu:
Note: the Orders tab (formerly the first page you'd see when opening EasyRoutes) can also now be opened from the navigation menu:
EasyRoutes for Web
Opening the EasyRoutes app will display the EasyRoutes Dashboard, providing quick access to common actions and a summary of your recent EasyRoutes activity:
Once in the Dashboard, you can complete the setup guide (if applicable):
Use the "Import new CSV" drop zone to import a spreadsheet containing order/stop data and begin adding these orders into EasyRoutes.
Click "Create empty route(s)" to create a new, blank route and set route options before adding any orders.
Quickly access any of your in progress, recently created, or recently completed routes from the following three tables:
You can also fine-tune what route information appears in the Dashboard. Update Dashboard customization options from your EasyRoutes Settings > General tab, within the Dashboard page options section:
- Use the checkboxes to enable/disable any sections as required.
- Use the Show up to boxes to increase or decrease how many routes are shown within each section. By default, each section will display 5 routes, but can be configured to display anywhere from 1 to 10 routes.
- Use the Sort by dropdown to set the order routes will be sorted in all sections - choose from By start time (latest scheduled calendar date/time on top), By created time (most recently created on top), or By last modified time(most recently modified on top). By default, routes will be sorted By created time.
- Use the Show routes from dropdown to select how far back in time to fetch routes from - choose from increasing intervals from Last 0 days (i.e. within the current day) to Last 90 days. By default, routes will be fetched from Last 7 days.
To jump back to the Dashboard from any other page, click Dashboard from the app's navigation menu:
