TABLE OF CONTENTS


The Route panel is a fixed panel where you will find all routes built for the day and branch you are viewing. All of the route cards can be configured, see Card Layout Editor.


Icons along the top of the Route Card column allow you to perform several route list actions:


Card View or Grid View

Routes can be viewed as cards (by default) or in a data grid. To toggle between them, click the Hamburger icon.


Once clicked, the grid opens up into a two-pane width; this is not resizable. All of the icons at the top of the unloaded order panel work the same way as if cards were selected.


Scrolling to the right of the grid will show a configuration icon, allowing you to configure the columns displayed. Aside from the default columns, any number of user fields or volume types can be added. The configured data is retained between sessions.

The column will not resize based on the number of columns selected, you will need to scroll left and right to view all the details.


To rearrange the columns, drag the header left or right to the desired location. This will be retained between sessions.


Selecting a column header will automatically sort the data ascending and descending using the data in the column. The entire grid can also be sorted using the icon at the top of the panel.


Create Empty Route

Create Empty Route is used to create an empty route that will be loaded later with stops. Once Create Empty Route is selected, the Create Route pop-up menu appears. It will show the truck profile in use, allow you to select a Load Date, truck for the route, and choose the route name. The planner can add orders to the new route using several methods listed below.

  • Dragging an unloaded order card onto the route.

  • Dragging a stop card from another pinned route onto the new route.

  • Use the Suggest Routes lightbulb on unloaded orders.


Filter Routes

Daily Planner offers a robust filtering experience that allows users to create expression-based filters. After selecting the filter icon, you are presented with a list of all of the routes on that dispatch date as well as many of the common route attributes in columns. You can filter manually by selecting or deselecting routes manually using the toggle switches at the left edge of each route.


Rather than manually filter, you can have the system apply a rule-based expression filter based on route attributes. The filtering expression rules can be applied to any of these route attributes:

  • Planned Start - Time

  • Planned End - Time

  • Rt Number - Numeric

  • Dispatch Date - Date

  • Load Date - Date

  • Total Stops - Numeric

  • Total Cost - Numeric

  • Total Distance - Numeric

  • Work Time - Numeric

  • Total Legs - Numeric

  • EQCode - Alpha 

  • Completed - Alpha

  • Assigned Driver - Alpha

  • Assigned Device - Numeric

  • Truck ID - Numeric

  • Violations - Alpha

  • Capacity - Numeric

  • Volume Types - Numeric

  • Truck User Fields - Alpha, Numeric


If the value of the field is alpha-numeric, then these filter operators can be used:

  • Contains

  • Does Not Contain

  • Starts With

  • Ends With

  • Is Empty

  • Is Not Empty


If the value of the field is numeric, time, or date-based, then these operator types can be used:

  • Equal To

  • Not Equal To

  • Is Null

  • Is Not Null

  • Less Than

  • Less Than or Equal To

  • Greater Than

  • Greater Than or Equal To


For example, if you want to see only routes that are greater than 150 miles, he would select the Filter Icon, then select filter by “Total Distance” Greater Than “150”, and click Add. 


Once this is done, you’ll see the filter applied and listed below the expression builder. You can apply additional filter expressions to the remaining list of routes. The expressions are used in combination and an assumed “AND” is applied between the expressions.


To reset the filter, click the filter icon and click Reset Filters.


Sort Routes

You can sort to the route card list based on several criteria:

  • Route Name

  • Planned Start Time

  • Planned End Time

  • Rt Number

  • Load Date

  • Total Stops

  • Total Cost

  • Total Distance

  • Work Time

  • Total Legs

  • EQCode

  • Violations

  • Dispatch Date

  • Completed Status

  • Truck ID

  • Volume Fields

  • Truck User Fields


Selecting the sort icon, an arrow will appear next to the attribute to indicate how routes are sorted. If the arrow next to the icon is pointing up, the route list is sorted ascending; if it’s pointed down, it’s sorted descending. Clicking the sort on a single field twice changes the direction of the sort.