Build Route with Route Building Wizard

Build Routes with the Daily Planner's Route Building Wizard. See the User Guide for additional information.

Step 1 ー Set Alias Preferences

Set the Alias preferences before planning Routes (most other default settings are sufficient to get started).

a. Navigate to the section named Aliases in the Preferences page.

b. Toggle on the settings you plan to use in your Orders ー volume, quantity, Stop User, and Truck

User Fields.

c. Use the dropdown to assign the defaults for each setting that was turned on (e.g., Stop User Field #2)

Move to Step 2 to start building Routes with the wizard.

Step 2 ー Configure Route

a. Use the Route Building Wizard to configure a routing solution (collection of Routes) for a group of Orders

in four steps: 1) Route Dates 2) Candidates 3) Boundary Files 4) Review Selections, and 5) Preview

Results (Anything added via the wizard can be edited, so do not worry about mistakes).

b. Open the Route Planning tab.

c. Click on the Build Routes button (truck) in the Route column.

Route Dates

Set the Orders dates for the build.

a. Specify the Earliest and Latest dates for the Orders selected.

All the Orders available for the dates selected will be checked by default for Route building.

b. Use the time and date filter options to remove Orders from this list or change the time of the Orders.

Sort Orders by any column, or add additional columns to find specific Orders or groups of Orders for editing.

c. Ensure the selected Orders for routing solution are correct.

d. Click Next to proceed, or Close to cancel your Route build.

Candidates

a. Select the Truck profile to be used for the routing solution.

Click on View Truck Profiles to see all Profiles for a specific Master Truck Record.

b. Adjust the Earliest and Latest Route Dates for the Profile.

c. Select the Candidates (Trucks) you wish to add to the routing solution.

Red ー Candidate is already in a built Route. Check Route dates.
Yellow ー Candidate can be used if the Reuse Candidate setting is enabled (See Behaviors Settings in User Guide).
Green ー Candidate is available. This is an empty truck.
Fixed Route ー Candidates cannot be unselected to ensure the FixedRT fields are considered.

d. Click Next to proceed. Figure 2 - Select Candidates window

Figure 1 - Select Candidates window

Boundary Files

a. Determine if the Routing solution should include a Boundary file.

For more information on Boundaries and Boundary Files, click here.

If your organization is	Then
NOT using a boundary file (fully dynamic routing)	Choose Build Routes with No Boundary file
Using an existing Boundary File	Click on Choose Existing Boundary File then select the desired file.
Using a new Boundary File	Create a Boundary file. Select Upload New Boundary File. Click on Choose file to Upload or drag the file into the box. Select the desired Boundary File to include in the routing solution.

b. Click on Next.

Review Selections

The preview pane summarizes the previous selections before starting the automated Route-building solution.

a. Confirm all selections are correct. If you need to edit a selection, return to the previous steps to modify.

b. Determine if you want to optimize the Route, if yes, check the box to Optimize Routes after loading.

c. Click on Preview to review the Routes first, or select Build Routes without reviewing.

Figure 2 - Review Route variables window

Preview Results

This step itemizes the Routes created and the Routes and Orders impacted because of the new build. Users can go back to adjust selections or click on Build Routes to continue.

Figure 3 - Preview Route before finalizing

When the Route Building Wizard is done:

The Route Planning tab lists the fewest number of Routes possible for the Trucks, boundaries, and Orders selected.
The Route cards are stacked in the Routes column.
The map shows all the Routes plotted in color-coded lines and stops.
The Statistics panel (bottom of page) shows the Route comparison statistics.