How do I create a route using the map?

Use EasyRoutes' map selection tools to plan routes visually, directly on the map. These tools can be used in combination to fine-tune selected orders on the map - for example, you can use the polygon tool to select a large batch of orders to keep on the map, then use the select orders tool to manually select individual orders to remove from this batch before creating a route.

To start, from the Orders page, ensure that all the orders you'd like to choose from are added as pins to the map:

This can be accomplished in two different ways:

• Select the checkboxes next to any orders to include and click the "Add orders to map" button at the bottom of the screen.
• Create a Saved View with filters applied (for example, only orders with a Fulfillment status of Unfulfilled) to automatically add all orders that match those filters to the map, then click into that Saved View's tab from the top of the Orders page.

Use the Select Orders tool to Add:

1. From the map selection tools on the upper right of the map, click the Select Orders button:

2. Click the pins of the orders you'd like to add to a new route - their pins will change colour as they're selected, and the "Selected:" listing above the map will update to reflect how many stops and total stop items are currently selected:

3. From the map selection tools on the upper right of the map, click the Order actions (three dots icon) button and select the "Keep selected orders" item:

4. The map will update to display only the orders that have been selected. Click "Create route" to generate a new route containing these selected orders:

Use the Select Orders tool to Remove:

1. From the map selection tools on the upper right of the map, click the Select Orders button:

2. Click the pins of the orders you do not want to include in a new route - their pins will change colour as they're selected, and the "Selected:" listing above the map will update to reflect how many stops and total stop items are currently selected:

3. From the map selection tools on the upper right of the map, click the Order actions (three dots icon) button and select the "Clear selected orders" item:

4. The map will update to display only the orders that have not been selected. Click "Create route" to generate a new route containing these remaining orders:

Use the Polygon tool to Add:

1. From the map selection tools on the upper right of the map, click the Polygon tool button:

2. Click on a series of points on the map to draw a custom shape around the orders you'd like to include in the new route. Once your shape is complete, double-click to confirm - any order pins inside the shape will change colour, and the Selected listing above the map will update to reflect how many stops and total stop items are currently selected:

3. From the map selection tools on the upper right of the map, click the Order actions (three dots icon) button and select Keep selected orders:

4. The map will update to display only the orders that have been selected. Click "Create route" to generate a new route containing these selected orders:

Use the Polygon tool to Remove:

1. From the map selection tools on the upper right of the map, click the Polygon tool button:

2. Click on a series of points on the map to draw a custom shape around the orders you do not want to include in the new route. Once your shape is complete, double-click to confirm - any order pins inside the shape will change colour, and the "Selected:" listing above the map will update to reflect how many stops and total stop items are currently selected:

3. From the map selection tools on the upper right of the map, click the Order actions (three dots icon) button and select Clear selected orders:

4. The map will update to display only the orders that have not been selected. Click "Create route" to generate a new route containing these remaining orders: