Creating a Route

  • Unloaded Orders Panel: You can create a route by dragging and dropping an unloaded order onto a row of the preferred Vehicle or Driver asset. You can also select several unloaded orders with the Multi-Select Tool to build a route. The route is created with the constraints set on the order, the asset(truck) and the algorithm settings.
  • From Another Route: If a route is shown on the Route Calendar with multiple stops, you can select a single stop from that route and move it to another available resource (Vehicle or Driver) to create a new route.

NOTE: See Lasso Tool for creating a route via the map.

Moving Stops

There are a few ways Resource Calendar allows you to move a stop, whether it is loaded or unloaded.

  • Between Routes on Calendar: Selecting and dragging a Stop Card from its current route and then positioning it onto the route line of another Route Card will load the stop onto that route and unload it from its original route.
    • If you drop a card onto an existing route, two options will be presented:
      • Moving the card to the bottom of the Route Card will allow you to put the stop in whichever sequence they choose. The position will be indicated by an arrow.
      • If you move the order card to the top of the Route Card, the algorithm will determine the best sequence for the order. You will know when they are in the new drop area when the entire Route Card becomes highlighted.
        • The algorithm will consider all rules pertaining to route construction including time windows, maximum work time, as well as all information from the order including drive time and distance and service time to make the correct decision.
  • Manually Resequence Stops on Calendar: Selecting a Stop Card to move it before or after another Stop Card offers a fast way to resequence the stops.
  • Unloaded Orders Panel: Selecting an unloaded order and dragging it onto a route will create a new Stop Card on the route.
  • Unloading a Loaded Order: Selecting a routed order on the Route Card and dragging it back to the unloaded orders panel will remove the stop from the route. If this is the last order on a route, the route will be deleted.

If violation(s) occur because of moving a stop, Resource Calendar will notify you of what violation(s) will be created due to the change and will allow you to either Cancel or Continue with the move.

Truck Record vs Truck Master Record

When a route is created on an asset or on a driver tied to an asset via the userfield, the system understands which truck master record is to be used to “build” the route. Instead of building the route on the truck master, a copy of that master is created as a truck record. This truck record can have its attributes edited, but those changes will not update the truck master record.

Moving Routes

It is very quick and easy to move routes on the Route Calendar. Drag the route onto a new resource or a new start time. The action can also be done with all of the Scheduled Time Blocks.

If violation(s) or conflict(s) occur because of moving a route or time block, Resource Calendar will notify you of what violation(s)/conflict(s) will be created due to the change and will allow you to either Cancel or Continue with the move.

Master Order Search

The search bar at the top right of Resource Calendar is the Master Order Search tool. This tool is meant to help you quickly find orders, loaded and unloaded, that are within the branch you are viewing. The criteria you can put in to the search to look for orders can be one of the following:

  • Order’s address or city it is being shipped to
  • An account that an order is under
    • Account ID
    • Account Name
    • Account address
    • Account city

Once you enter at least three values or more Resource Calendar will be querying for order results. If an order is unloaded you will know by the gray header and if an order is loaded onto a route the header will reflect the color of the route it is on. The information shown for each order on the screenshot below is hard coded and not configurable.

You can drag any order, loaded or unloaded, right from the search results onto the calendar to create a route, or add it onto an already created route. Also, by clicking on the header of the card, you can see the order’s details page in DRTrack in a new tab.