🎉 Getting Started with EasyRoutes

Click either link below for further details specific to the EasyRoutes product you're using:

EasyRoutes for Shopify

Quick Setup

Complete these setup steps before you get started creating delivery routes:

  1. Review your EasyRoutes Settings - Customize the app to fit your needs!
  2. Set your Route Options - Enter a start & end location and enable other options.
  3. Add a Driver - You'll need to add a driver before you can dispatch routes.

Quick Start Guide

Want a quick walkthrough of how EasyRoutes for Shopify works? Try our Interactive Demo.

Master the basics of EasyRoutes and learn:

  1. How to Create Routes
  2. How to Edit Routes
  3. How to Dispatch Routes
  4. How to Deliver a Route
  5. Review EasyRoutes 101 to learn more about maximizing your EasyRoutes experience with FAQs, step-by-step guides, and expert tips for our most powerful features.

💫 How to Create Routes

Try an interactive demo of how to create and dispatch routes in just a few clicks.

When you open EasyRoutes in your Shopify Admin you will see the EasyRoutes Dashboard with quick access to common actions and a summary of your recent EasyRoutes activity:

Select Orders from the EasyRoutes sidebar navigation menu to begin selecting orders for your first route:

To the right of the map you will find your currently active Route Options. All of your store's orders can be found in the table below the map view:

You can use the search bar or filter tools to fine-tune the orders that are displayed - for example, here we're filtering orders that are currently unrouted, and located in a specific city:

Check the boxes next to the orders you want to deliver and click the "Add orders to map" button at the bottom of the screen. When you have added all the orders you want to deliver to the map, scroll up and click the "Create route(s)" button:

Learn more about how to create routes with a step-by-step guide here.

💡 Pro-tip: Save your route options and order filters as a tab to access quicker the next time you are in EasyRoutes! Learn how »

Related: How does EasyRoutes work with...


🛠️ How to Edit Routes

If you are creating more than one route at once (you would have set this in your Route Options), you will land on a Route Group page. If you are generating a single route, you'll go right to the Route Page.

From here, you can edit your route's name and scheduling details:

You can also add new orders and re-optimize your route, or manually move orders to a different position within the route:

To learn more about editing routes, review the following for some of our most frequently asked questions:


🚗 How to Dispatch Routes

Try an interactive demo of how to create and dispatch routes in just a few clicks.

Once you've created and edited your routes, you're ready to go! Routes can be dispatched without an assigned driver, allowing any active driver in your roster to claim it from our mobile app. You can also assign a driver to a route, and click the Dispatch button to send the route directly to the assigned driver:

To learn more about dispatching routes and driver management, review the following:


🚗 How to Deliver

Try an interactive demo of how to deliver routes using the Delivery Driver app for iOS & Android.

Your drivers can use our EasyRoutes Delivery Driver mobile app to deliver. Provide your drivers with a quick walkthrough of how to use the app with this guide: How do I use EasyRoutes Delivery Driver?

We also have answers to the most frequently asked questions about our driver app here.

Want to learn more about how your customers interact with their deliveries? Read more about:


🎓 EasyRoutes 101

Find out how to maximize your EasyRoutes experience with answers to frequently asked questions, step-by-step guides, and expert tips to take advantage of our most powerful features. Learn more about:

Need more help?

Still having trouble? Review our troubleshooting guides. 

Thanks for using EasyRoutes! ❤️

EasyRoutes for Web

Quick Setup

Complete these setup steps before you get started creating delivery routes:

  1. Review your EasyRoutes Settings - Customize the app to fit your needs!
  2. Set your Route Options - Enter a start & end location and enable other options.
  3. Add a Driver - You'll need to add a driver before you can dispatch routes.

Quick Start Guide

Want a quick walkthrough of how EasyRoutes for Web works? Try our Interactive Demo.

Master the basics of EasyRoutes and learn:

  1. How to Create Routes
  2. How to Edit Routes
  3. How to Dispatch Routes
  4. How to Deliver a Route
  5. Review EasyRoutes 101 to learn more about maximizing your EasyRoutes experience with FAQs, step-by-step guides, and expert tips for our most powerful features.

💫 How to Create Routes

Try an interactive demo of how to create and dispatch routes in just a few clicks.

When you open EasyRoutes you will see the EasyRoutes Dashboard with quick access to select orders, create routes, and a summary of your recent EasyRoutes activity:

Select Orders from the EasyRoutes navigation menu to begin selecting orders for your first route:

If this is your first time using EasyRoutes for Web, you'll first need to import the orders you'll be creating optimized routes with. Orders can be imported via EasyRoutes' API & Zapier integrations, or by importing a .CSV file containing orders as shown below:

Once you've imported orders to work with, you will find your Route Options to the right of the map. All imported orders can be found below the map view on the Orders page:

You can use the search bar or filter tools to fine-tune the orders that are displayed - for example, here we're filtering orders that are currently unrouted, and located in a specific city:

Check the boxes next to the orders you want to deliver, and click the "Add to map" button at the bottom of the screen. When you have added all the orders you want to deliver to the map, scroll up and click the "Create route(s)" button:

Learn more about how to create routes with a step-by-step guide here.

💡 Pro-tip: Save your route options and order filters as a tab to access quicker the next time you are in EasyRoutes! Learn how »


🛠️ How to Edit Routes

If you are creating more than one route at once (you would have set this in your Route Options), you will land on a Route Group page. If you are generating a single route, you'll go right to the Route Page.

From here, you can edit your route's name and scheduling details:

You can also add new orders and re-optimize your route, or manually move orders to a different position within the route:

To learn more about editing routes, review the following for some of our most frequently asked questions:


🚗 How to Dispatch Routes

Try an interactive demo of how to create and dispatch routes in just a few clicks.

Once you've created and edited your routes, you're ready to go! Routes can be dispatched without an assigned driver, allowing any active driver in your roster to claim it from our mobile app. You can also assign a driver to a route, and click the Dispatch button to send the route directly to the assigned driver:

To learn more about dispatching routes and driver management, review the following:


🚗 How to Deliver

Try an interactive demo of how to deliver routes using the Delivery Driver app for iOS & Android.

Your drivers can use our EasyRoutes Delivery Driver mobile app to deliver. Provide your drivers with a quick walkthrough of how to use the app with this guide: How do I use EasyRoutes Delivery Driver?

We also have answers to the most frequently asked questions about our driver app here.

Want to learn more about how your customers interact with their deliveries? Read more about:


🎓 EasyRoutes 101

Find out how to maximize your EasyRoutes experience with answers to frequently asked questions, step-by-step guides, and expert tips to take advantage of our most powerful features. Learn more about:

Need more help?

Still having trouble? Review our troubleshooting guides. 

Thanks for using EasyRoutes! ❤️

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