Suggest Matching Orders

EasyRoutes' Suggest Matching Orders feature will look for new orders matching a set of filters and give notice on individual route pages and your EasyRoutes Dashboard. We will automatically add these orders onto the "Add orders" tab for you to review.

Existing Routes:

You can enable suggested order matching from the Add orders tab on existing route and group pages:

When you select Enable, the tool will capture a set of filters and search for matching orders whenever the route is loaded; to update the set of filters, click the Disable button, update your filter list from the controls shown below, then click Enable to pick up this new set of filters. The set of filters that the tool uses will match whatever filters are set on the Orders table on the Add Orders tab:

You can optionally set filters on the Add Orders tab using existing Filter Views by selecting the Saved views button:

If your route has a scheduled start date and time, the tool will continue watching for new orders until the route's scheduled start time by default. You can click the pencil icon within the tool's panel to configure how many minutes, hours, or days prior to a route's scheduled start time to stop watching for new orders:

Once enabled, we'll place a banner over the route page whenever you load an unstarted route and new orders are available:

You'll also receive an alert banner at the top of the EasyRoutes 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:

Orders will automatically be staged on the map, ready to add to the route when you load the Add Orders tab.

New Routes:

You can also enable and configure the feature for suggesting matching orders for a route from the Route Options page, prior to creating a new route:

By default, the feature will be configured with the Contains address filter applied. Use the Clear all and/or Add filter buttons to configure any filter combination you'd like to watch for instead.

If your route has a scheduled start date and time, the feature will continue watching for new orders until the route's scheduled start time. Modify the Keep suggesting orders until: setting here to configure how many minutes, hours, or days prior to a route's scheduled start time to stop watching for new orders:

Once your route is created with feature enabled, when viewing that route you'll now see a banner indicating there's new orders that match these filters waiting to be routed from the Add orders tab:

You'll also receive an alert banner at the top of the EasyRoutes 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:

Orders will automatically be staged on the map, ready to add to the route when you load the Add Orders tab.

Note: The Suggest Matching Orders feature is currently only available on EasyRoutes Standard, Premium and Enterprise pricing plans.