Search results for filter

56 articles found

  • Order Filters

    Order filters are one of the most powerful EasyRoutes features for getting your orders on the move quickly and efficiently. Show or hide orders listed on your Orders Page using a variety of

  • How do I filter orders by delivery date on EasyRoutes?

    Pro Tip: Prefer to visualize routes on a calendar? Use the Calendar View toggle in the upper right-hand corner of the Routes Page to display routes configured with a scheduled start time visually on

  • Creating and Saving Views

    Saved Views allow users to set Route Options and filter their Orders page using custom criteria, and save these filters & options to plan any future routes that require the same criteria. Saved Views

  • How do I filter orders by delivery zone/delivery area?

    EasyRoutes allows you to filter your orders using a number of different order criteria, or by selecting orders automatically using our visual map planning tools. You can even save these zones as

  • How do I filter out orders on planned routes? How do I see duplicate orders?

    If you find yourself adding duplicate orders on a route, it means you have a filter or a workflow where you are adding previously planned or fulfilled orders onto a route. Click either link below for

  • How do I filter out orders that I don't want to see or use for planning?

    Are there specific orders that you want to hide? Click either link below for further details specific to the EasyRoutes product you're using: EasyRoutes for Shopify EasyRoutes for Web EasyRoutes for

  • Route Tags

    Route tags can be applied to categorize routes, improve filtering behaviour when finding specific types of routes, or to split out detailed Analytics reports by specific criteria, depending on your

  • Route Views

    Similar to how Saved Views function on the EasyRoutes Orders page, Route Views allow users to apply any combination of filters and pinpoint specific routes, then save these filter combinations to

  • Why I am seeing a duplicate order warning on my route?

    It's possible to add an order onto the route that you're on again, and when you do our route assistant will show a warning banner of duplicate orders. The most common scenario is that you're adding

  • Routes Page

    Click either link below for further details specific to the EasyRoutes product you're using: EasyRoutes for Shopify EasyRoutes for Web EasyRoutes for Shopify The Routes page can be accessed by

  • I cannot find my order in EasyRoutes - troubleshooting steps

    Click either link below for further details specific to the EasyRoutes product you're using: EasyRoutes for Shopify EasyRoutes for Web EasyRoutes for Shopify Do you have an order in your Shopify

  • How do I create recurring routes?

    If you plan deliveries on a consistently recurring schedule - for example, planning every weeknight for delivery the following day, or planning once a week for delivery every Wednesday - follow the

  • Vehicle Profiles

    EasyRoutes' vehicle profiles allow users to save details about the vehicles used to complete routes, including vehicle types, makes, models, and fuel economy. Once saved, users can assign specific

  • Delivering from multiple locations or warehouses

    If you're delivering from multiple store/warehouse locations, review the tips below to automatically tag Shopify orders with their fulfillment location, filter your EasyRoutes Orders page to pinpoint

  • Troubleshooting Steps for Finding an Order on the Orders Page

    Are you not seeing an order that you expect to see when you are filtering for an order? Is there an order in your Shopify admin that is not appearing in EasyRoutes? Review the troubleshooting steps

  • How do I archive or delete routes from my route history?

    Click either link below for further details specific to the EasyRoutes product you're using: EasyRoutes for Shopify EasyRoutes for Web EasyRoutes for Shopify By default EasyRoutes will save every

  • Route Assistant / Auto-add Orders

    The Route assistant will look for new orders matching a set of filters and give notice on individual route pages and your EasyRoutes Dashboard. Existing Routes: You can enable auto-adding orders from

  • How can I tell if Shopify orders have refunds, returns or chargebacks?

    Refunds You can view refunds on Shopify orders on the Orders tab. "Refunded" or "Partially Refunded" orders will be reflected in the "Payment status" column on the orders table. You can use the

  • How do I see old orders or routes?

    EasyRoutes defaults to displaying orders from the past 60 days, and routes from the past 30 days, but you can quickly change the number of days that we display for both. Older Orders - Steps: Go to

  • How can I see which orders have already been assigned to a route?

    On your EasyRoutes for Shopify Orders page there is a column at the far-right of the table titled View Route. Any orders that have already been assigned to a route will have an icon in this column

  • How do I use Pickeasy with EasyRoutes?

    EasyRoutes is integrated with Pickup Delivery Date - Pickeasy & Shopify Open EasyRoutes for Shopify and your orders are right there, ready to be routed, complete with delivery dates and times

  • How can I make routes read-only?

    By default, all routes - whether unstarted, started, or complete - are fully editable to allow last-minute order or proof of delivery addition, driver changes, route re-optimization, etc. To "lock"

  • 📊 Analytics

    Note: Full Analytics access is available on EasyRoutes Premium & Enterprise pricing plans. All other pricing plans are limited to analytics overview data from the past 30 days. This feature is in

  • EasyRoutes Automation Tools

    EasyRoutes offers a number of solutions and tools to help automate your route planning workflows. Click the title of any of the features below to learn more about how each can help streamline common

  • Certain items are not appearing in my order or stop

    If you have items that you expect to see in your order that are not appearing, review the following possible causes and remedies. Non-shippable items are hidden From your EasyRoutes Settings >

  • How do I use Zapiet with EasyRoutes?

    EasyRoutes is integrated with Zapiet ‑ Pickup + Delivery & Shopify Open EasyRoutes for Shopify and your orders are right there, ready to be routed, complete with delivery dates and times collected

  • EasyRoutes Workflows

    Note: EasyRoutes Workflows are currently under active development, and access to this feature is temporarily limited. If you're interested in joining the limited access testing pool for Workflows,

  • Shopify Local Delivery App - Migration Guide

    Are you moving over from the Shopify Local Delivery app to EasyRoutes? Or are you just looking to learn more about how you can manage your Shopify Local Delivery orders? The Shopify Local Delivery

  • How does EasyRoutes work with Shopify Orders (Local Delivery, Local Pickup) and Information from Shopify Apps?

    Switching over from the Shopify Local Delivery app? Read our migration guide. Pro-tip: Learn more about how EasyRoutes works with your Shopify setup here. Plan Routes for Any Shopify Order EasyRoutes

  • 📖 Address Book

    The address book lets you manage your frequently used custom stops in EasyRoutes. Create address book entries with customer names, addresses, and manual items and you'll be able to easily add them to

  • How do I Add/Remove Routes from a Group?

    Plan better by grouping your routes together. When you create multiple routes at once, those routes are automatically added to a group, but you can manually add/remove routes from groups as well. To

  • Integrate EasyRoutes Webhooks with Zapier

    Connect webhooks to Zapier to unlock seamless no-code workflows with your favorite apps and services, triggered by route updates in EasyRoutes. Looking to use Zapier to connect with your order data?

  • Unrouted Stops

    Sometimes EasyRoutes cannot use an order that you are trying to route. This could be for a number of reasons, such as the stop having a bad address or being inaccessible, or just not fitting into the

  • How can I integrate with EasyRoutes?

    Learn how EasyRoutes for Shopify provides full native integration with your Shopify store and how we work with your orders and apps here. You can integrate with EasyRoutes directly through our Routes

  • Supported Delivery Date Apps

    EasyRoutes supports many Shopify apps that provide Delivery Dates: Zapiet ‑ Pickup + Delivery by Zapiet Pickeasy (formerly In Store Pickup Local Delivery) by LogBase Stellar Delivery Date & Pickup -

  • Using EasyRoutes for In-Store Pickup (e.g. adding photos and signature for Proof of Pickup)

    EasyRoutes can be adapted to manage in-store pickups by leveraging Shopify order tags and automation rules. Follow these steps to ensure a smooth workflow for handling pickup orders efficiently.

  • Importing orders from BigCommerce

    Note: view our Zapier webhooks and import integrations for more ways to connect to your BigCommerce store. Planning optimized delivery routes using BigCommerce orders? Follow the steps below to

  • Order Automation Rules

    ‍Note: Order import automation is currently only available on EasyRoutes for Shopify Premium and Enterprise pricing plans. You can automate common functionality when importing orders into routes by

  • 🎉 Getting Started with EasyRoutes

    Click either link below for further details specific to the EasyRoutes product you're using: EasyRoutes for Shopify EasyRoutes for Web EasyRoutes for Shopify Quick Setup Complete these setup steps

  • How does EasyRoutes work with your Shopify setup and third-party apps?

    Want to learn more about integrations? Read our integration guide While EasyRoutes allows you to plan optimized delivery routes, manage your drivers and share delivery updates with your customers all

  • 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

  • How do I create routes?

    Click either link below for further details specific to the EasyRoutes product you're using: EasyRoutes for Shopify EasyRoutes for Web EasyRoutes for Shopify From the EasyRoutes navigation menu,

  • EasyRoutes Routes API

    EasyRoutes API is currently in closed beta. Please contact us if you are interested in early access! Please see our API Getting Started Guide to enable API access and set up your client key.

  • Troubleshooting sign in issues

    EasyRoutes Delivery Driver uses Google's Firebase Authentication for our Android and iOS apps, an industry standard authentication provider used by countless mobile apps and websites. Our SMS

  • How do I know which notifications were sent? (Notification History)

    You can see a full timeline of what notifications have been sent through EasyRoutes with our Notifications History view. Click either link below for further details specific to the EasyRoutes product

  • How do I migrate my EasyRoutes settings to a new store?

    If you're adding a new store to your portfolio, or migrating from an existing EasyRoutes installation to a new one - for example, when opening a new branch of your existing business to serve a new

  • 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

  • How does EasyRoutes work with Shopify Subscriptions?

    EasyRoutes' compatibility with Subscriptions is dependent on how third party apps represent subscriptions. Apps that generate new orders for each subscription charge: These will be treated as

  • Troubleshooting Customer Notifications and Tracking Links

    Click either link below for further details specific to the EasyRoutes product you're using: EasyRoutes for Shopify EasyRoutes for Web EasyRoutes for Shopify Shopify Notifications Currently, if you

  • Questions about EasyRoutes?

    Getting Started Here's our interactive demo, which will give you a quick overview of how key EasyRoutes features work: EasyRoutes for Shopify - Interactive Demo EasyRoutes for Web - Interactive Demo