Getting Started with EasyRoutes 🎉

Quick Start

First, review your EasyRoutes Settings and your initial Route Options. After that, you can review either these quick links to tutorial videos or review our 4-step guide for getting started:

  1. Select your orders and create routes
  2. Review and edit routes
  3. Dispatch and share routes
  4. Deliver your routes

Next, learn more about we work with your setup with this guide: How does EasyRoutes work with your Shopify setup and third-party apps?

Want to read more about specific workflows or features? Review our support articles for features.

Having trouble? Review our troubleshooting guides

Getting Started with EasyRoutes

📣 Do This First

Before you get started planning your routes you should:

1) Review your EasyRoutes Settings

2) Enter in your Start and End addresses in Route Options

3) Add a driver to your store when you are ready to share a route for or to test the driver app.

You can review all of your Route Options at this point or when you create your route.

📦 Step 1: Select Your Orders and Create Routes

Select the orders you wish to route and click the “Add Orders to Route” button.

To learn more about how to filter your orders, review the following:

When you have added all the orders you would like to create a route (or multiple routes) to your selection, click the " Create New Route" button with your desired Route Options:

✏️ Step 2: Review and Edit Routes

Once you've created a route, you'll see the Route Page.

If you need to make any adjustments, you can edit your route and make any changes that you may need.

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

🚗 Step 3: Dispatch/Share Route

If you haven't added a driver to your store, now is the time to add a driver or your roster of drivers that you want to dispatch your routes to.

You can assign your route to a driver using our assignment selector on our Route Page. Then you can dispatch this route to your driver when you're ready.

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

Need to add drivers before you dispatch? Review the following:

🚗 Step 4: Deliver Routes

Your drivers can use our EasyRoutes Delivery Driver app to deliver.

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

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

Next, learn more about we work with your setup with this guide: How does EasyRoutes work with your Shopify setup and third-party apps?

Thanks for using EasyRoutes! ❤️

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