Bulk actions
Many core EasyRoutes features can be further streamlined by performing bulk actions on orders or routes - for example, exporting multiple routes at once, editing driver tasks for multiple stops in a route, or applying delivery statuses and triggering customer notifications for multiple stops in a route.
Click either link below for further details specific to the EasyRoutes product you're using:
EasyRoutes for Shopify
Click the title of any bulk action described below for full details on how to work with each feature.
Routes Page
Access the Routes page from the EasyRoutes navigation menu and follow the steps below to bulk export routes, add multiple routes to a route group, or archive routes as a batch.
Export routes:
Use the checkboxes to select routes for export. In the action menu that pops up below the route list, click the Export selected button:
Follow the prompts to export all selected routes in the format of your choice.
Add routes to a group:
Use the checkboxes to select routes to add to a route group. In the action menu that pops up below the route list, click the Add routes to group button:
You'll be taken to a new page where you can filter existing route groups, and click the plus icon on the left-hand side to immediately add the routes to the route group of your choice, or use the Create new group button to add the selected routes to a brand new group:
Archive routes:
Use the checkboxes to select routes you'd like to archive. Click the More actions button from the menu that appears below the route list, and select Archive routes:
Individual Routes
Access any previously created route and follow the steps below to bulk re-order stops, apply delivery statuses to multiple stops, edit stop times, tasks, or priority status of multiple stops, and more.
Re-order stops:
Use the checkboxes to select all stops for re-ordering. On any of the stops selected, click and drag on the dragging handle (six dots icon) - selected stops will be highlighted, and a tooltip will display the number of stops being moved. Drop the selected stops to their new desired location in the route table:
When you are happy with your new route order, click Save button to apply your changes.
Edit stop type:
Use the checkboxes to select any stops you want to update the stop type for. From the menu that appears at the bottom of the screen, click into the Actions menu (three dots icon) and select Edit stop type:
From the dropdown menu that pops up, select which stop type (Delivery, Pickup, or Task) to apply to the selected stops, and click the Save button:
Click Save again at the top of the page to commit these changes to the route.
Edit stop times:
Use the checkboxes to select any stops you want to update the stop time for. From the menu that appears at the bottom of the screen, click into the Actions menu (three dots icon) and select Edit stop times:
Input the updated Time per stop value to apply to the selected stops. When you have made your changes, click Save to apply them.
Edit stop notes:
Use the checkboxes to select any stops you want to edit the stop note for - note that this action will overwrite any existing stop notes associated with the selected stops. From the menu that appears at the bottom of the screen, click into the Actions menu (three dots icon) and select Edit stop notes:
Input any required stop note information into the modal that pops up, and click Save:
Click Save again at the top of the page to commit these changes to the route.
Edit stop tasks:
Use the checkboxes to select the stops you wish to edit tasks for. From the menu that appears at the bottom of the screen, click into the Actions menu (three dots icon) and select Edit stop tasks:
From here you can bulk edit route tasks common to the selected stops, as well as individual custom tasks for each stop:
Click Save in the top right corner after making any necessary updates to stop tasks.
Set as high priority:
Use the checkboxes to select the stops you wish to mark as High Priority. From the menu that appears at the bottom of the screen, click into the Actions menu (three dots icon) and select Set as high priority:
Click Save in the top right corner after making any necessary updates to stops' priority status.
If a stop is already marked as High Priority, to reset the priority status to the default value, use the same workflow described above, clicking Remove priority from the Actions menu instead:
Reject stops:
Use the checkboxes to select stops for rejection. From the menu that appears at the bottom of the screen, click into the Actions menu (three dots icon) and select Reject stops:
Stops rejected in this manner will be removed from their current route and sent to that route's Rejected stops tab for further, centralized review.
View in orders page:
Use the checkboxes to select stops you'd like to perform further actions on within the Shopify admin but outside of EasyRoutes. From the menu that appears at the bottom of the screen, click into the Actions menu (three dots icon) and select View in orders page:
A new window/tab will open with the selected orders pre-filtered within the Shopify Orders page. Perform any necessary actions (update fulfillment status, capture payments, print packing labels, etc.) before closing this window/tab to return to EasyRoutes.
Mark as:
Use the checkboxes to select stops to mark with a new delivery status. From the menu that appears at the bottom of the screen, click into the Actions menu (three dots icon) and select the delivery status you'd like to apply to these stops:
If you've enabled EasyRoutes customer notifications, you'll be prompted with the option to send the notification associated with this delivery status:
Depending on your EasyRoutes settings, marking stops with any status in bulk may also trigger a Shopify order fulfillment. Configure which delivery statuses will automatically fulfill a Shopify order from your EasyRoutes Settings > General tab, within the Fulfillment options section.
Edit time windows:
Use the checkboxes to select stops to edit or add delivery time windows. From the menu that appears at the bottom of the screen, click into the Actions menu (three dots icon) and select Edit time windows:
Input the desired delivery time window for the selected stops before clicking Save:
Note: Time windows can be open-ended, with only a Start of time window value OR with only an End of time window value. For example, a stop with only a Start of time window value of 8:00am is eligible for delivery any time after 8:00am; a stop with only an End of time window value of 4:00pm is eligible for delivery any time before 4:00pm.
Route Groups
Many of the bulk actions described above for standalone routes can also be performed on multiple stops within route groups, even if selected stops are a part of multiple routes within the group.
When viewing the "All routes" page of any existing route group, access the Stops tab to see a complete list of stops across all routes contained within the current group:
Use the checkboxes to select stop(s) from any route within the group. From the menu that appears at the bottom of the list, you can:
- Use the Send to route action to move the selected stop(s) to a new or existing route
- Use the Remove stops action to remove the selected stop(s) from the current route and route group
- Use the Reject stops action to remove the selected stop(s) from the current route, and move them to the group's Rejected stops tab for further review:
Routes contained within a group can be re-optimized individually or in batches, while maintaining the initial optimization of other routes within the same 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:
EasyRoutes for Web
Click the title of any bulk action described below for full details on how to work with each feature.
Routes Page
Access the Routes page from the EasyRoutes navigation menu and follow the steps below to bulk export routes, add multiple routes to a route group, or archive routes as a batch.
Export routes:
Use the checkboxes to select routes for export. In the action menu that pops up below the route list, click the Export selected button:
Follow the prompts to export all selected routes in the format of your choice.
Add routes to a group:
Use the checkboxes to select routes to add to a route group. In the action menu that pops up below the route list, click the Add routes to group button:
You'll be taken to a new page where you can filter existing route groups, and click the plus icon on the left-hand side to immediately add the routes to the route group of your choice, or use the Create new group button to add the selected routes to a brand new group:
Archive routes:
Use the checkboxes to select routes you'd like to archive. Click the More actions button from the menu that appears below the route list, and select Archive routes:
Individual Routes
Access any previously created route and follow the steps below to bulk re-order stops, apply delivery statuses to multiple stops, edit stop times, tasks, or priority status of multiple stops and more.
Re-order stops:
Use the checkboxes to select all stops for re-ordering. On any of the stops selected, click and drag on the dragging handle (six dots icon) - selected stops will be highlighted, and a tooltip will display the number of stops being moved. Drop the selected stops to their new desired location in the route table:
When you are happy with your new route order, click Save button to apply your changes.
Edit stop times:
Use the checkboxes to select any stops you want to update the stop time for. From the menu that appears at the bottom of the screen, click into the Actions menu (three dots icon) and select Edit stop times:
Input the updated Time per stop value to apply to the selected stops. When you have made your changes, click Save to apply them.
Edit stop notes:
Use the checkboxes to select any stops you want to edit the stop note for - note that this action will overwrite any existing stop notes associated with the selected stops. From the menu that appears at the bottom of the screen, click into the Actions menu (three dots icon) and select Edit stop notes:
Input any required stop note information into the modal that pops up, and click Save:
Click Save again at the top of the page to commit these changes to the route.
Edit stop tasks:
Use the checkboxes to select the stops you wish to edit tasks for. From the menu that appears at the bottom of the screen, click into the Actions menu (three dots icon) and select Edit stop tasks:
From here you can bulk edit route tasks common to the selected stops, as well as individual custom tasks for each stop:
Click Save in the top right corner after making any necessary updates to stop tasks.
Set as high priority:
Use the checkboxes to select the stops you wish to mark as High Priority. From the menu that appears at the bottom of the screen, click into the Actions menu (three dots icon) and select Set as high priority:
Click Save in the top right corner after making any necessary updates to stops' priority status.
If a stop is already marked as High Priority, to reset the priority status to the default value, use the same workflow described above, clicking Remove priority from the Actions menu instead:
Reject stops:
Use the checkboxes to select stops for rejection. From the menu that appears at the bottom of the screen, click into the Actions menu (three dots icon) and select Reject stops:
Stops rejected in this manner will be removed from their current route and sent to that route's Rejected stops tab for further, centralized review.
Mark as:
Use the checkboxes to select stops to mark with a new delivery status. From the menu that appears at the bottom of the screen, click into the Actions menu (three dots icon) and select the delivery status you'd like to apply to these stops:
If you've enabled EasyRoutes customer notifications, you'll be prompted with the option to send the notification associated with this delivery status:
Edit time windows:
Use the checkboxes to select stops to edit or add delivery time windows. From the menu that appears at the bottom of the screen, click into the Actions menu (three dots icon) and select Edit time windows:
Input the desired delivery time window for the selected stops before clicking Save:
Note: Time windows can be open-ended, with only a Start of time window value OR with only an End of time window value. For example, a stop with a Start of time window value of 8:00am is eligible for delivery any time after 8:00am; a stop with an End of time window value of 4:00pm is eligible for delivery any time before 4:00pm.
Route Groups
Many of the bulk actions described above for standalone routes can also be performed on multiple stops within route groups, even if selected stops are a part of multiple routes within the group.
When viewing the "All routes" page of any existing route group, access the Stops tab to see a complete list of stops across all routes contained within the current group:
Use the checkboxes to select stop(s) from any route within the group. From the menu that appears at the bottom of the list, you can:
- Use the Send to route action to move the selected stop(s) to a new or existing route.
- Use the Remove stops action to remove the selected stop(s) from the current route and route group.
- Use the Reject stops action to remove the selected stop(s) from the current route, and move them to the group's Rejected stops tab for further review:
Routes contained within a group can be re-optimized individually or in batches, while maintaining the initial optimization of other routes within the same 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: