TABLE OF CONTENTS
The route card Kebab Menu on the left of the route card is designed for single route editing or adjustments. This menu is shown below on the left.
This menu allows you to:
Change Start Time
Delete Route
Finalize Route
Invert Route
Optimize Sequence
Rename Route
Reschedule Route
Show Stop Summary
Show Truck Info
Unload Route
Trim Expected Orders
Vehicle & Nav Settings
The route card multi-select bulk action menu allows a variety of actions to be performed on one route or multiple routes in a single edit. This menu is shown below on the right. These actions are:
Unload
Unload & Delete
Optimize Routes
Optimize Sequence
Lock Routes
Fix Start Time of Routes
Float Start Time of Routes
Trim Expected Orders
Vehicle & Nav Settings
Reschedule Routes
Finalize Routes
Changing the Route Start Time
The route start time can be changed for an individual route by using the Kebab Menu and selecting a new start time for the route. A pop-up window allows the planner to change the start date and/or time of the route.
If the Start time for the route is “fixed”. Manually editing the start time in this way, will change the start time to a “floating” status. If the planner wants to “fix” the start time so that it won't be altered by Daily Planner automatically to optimize the route, he will need to “fix” the time again manually. For more information about fixed and floating route start times, see the Fixed and Floating start time section.
Fixed and Float Start Times
The start time for a route can have a “fixed” start time or the start time can be allowed to “float.” If the start time is fixed, this means the route time will not be moved by Daily Planner to adjust to the delivery time windows of the stops added to the route. If the start time is allowed to float, the start time may be adjusted by Daily Planner to optimize the work time, drive time, and cost of the route. The fix or float icon will be red if the start time is fixed. The icon will be green if the start time is allowed to float.
Finalize Routes
Finalizing routes marks a route as “finished,” and ready to be integrated back into your ERP or TMS system. This allows you to focus on the finalized routes and avoid the ones that are still being planned. Finalizing sets the finalize date and time on the route, allowing for web service calls and the Route Export Service to only return routes that have met this condition. Finalized routes are indicated with a checkmark on the route card:
Finalizing a route also sets the routemodifieddate for the route, another popular method for filtering webservices calls to get route information out of Daily Planner.
Lock Routes
Locking routes in Daily Planner allows you to prevent unwanted changes to them. You can specify which types of locks to apply to a route:
All Changes: No changes can be made to a route.
Loading Orders: You cannot load new orders to a route.
Unloading Orders: You cannot unload existing orders from a route.
You can apply a lock by clicking the lock icon at the top of the route card, to the left of the checkbox in grid view, or from the Route Details header. You can view locks that are currently applied by hovering over a lock. Unlocked routes will show a grayed-out lock icon to indicate they are not locked.
If you attempt to change a locked Route, Daily Planner will alert you of the lock. You can either cancel the change or click Proceed to continue. Proceeding will override the lock and complete the action, but does not remove the lock.
Batch Apply Locks
You can batch-apply locks to a set of routes by selecting the routes and clicking Lock Routes from the Routes Kebab menu. This opens the Lock Routes window, which is now part of the Optimize Routes window. You can drag multiple routes using the checkboxes to the applicable columns. You can reset all locks from here, or unlock a specific group of routes. Once you have your routes in the correct column, click the close button at the top-right, or Cancel to close the window.
