Route sort rules are a great way to send on demand orders to the routed side of X Dispatchthe Operations App. When an order is placed using an order type with a sort rule configured (on the pickup, delivery, or both addresses), the zip code for the address is used to find a route match, moving the order onto a route. Route sort rules can also be used for importing route stops through an integration to allow route assignment based on the time of day or day of the week.
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Route sort rules are based on the zones/zip codes and the day(s) of the week and time(s) of the stops. Attributes to sort stops can be categorized as the following:
Zip codes
Zip codes plus 4
Street addresses
Geozones
Time windows
Days of the week
Pickup, delivery, or both - Whether the order should be placed on a route based on the pickup and/or delivery information.
Route - The route that the stops should be sorted to.
Example
Attribute | ID | Time From | But Time To | Weekdays | Weekends | Pickup | Delivery | Order Type | Route |
---|---|---|---|---|---|---|---|---|---|
Zip | 85004 | 08:00 | 12:00 | Every Weekday | X | Same Day | ROUTE1A | ||
Zip | 85004 | 12:01 | 16:00 | Every Weekday | X | Same Day | ROUTE1B | ||
Street | N Central | 17:00 | 23:59 | Every Weekday | Every Weekend | X | X | Standard | ROUTE2 |
All Orders | (order type) | 08:00 | 16:00 | Sunday | X | Rush | Overflow |
Tip |
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Quick Tip: Make sure the zones (zip and street) are looking at the same column. |
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I want the “Same Day” order type to sort only on pickup, the “Standard” order type to sort on both pickup and delivery, and the “Rush” order type to sort on delivery.
Order Type | Pickup | Delivery |
---|---|---|
Same Day | X | |
Standard | X | X |
Rush | X |
Route Sort Rules
Orders that come in before 8am will need to be placed on AM routes, orders that come in after 12pm but before 4pm will need to be placed on PM routes.
All orders for specific zip code(s) placed after 11pm need to be placed on tomorrow’s routes.
Every order that comes in (for a specific order type) during a set time period needs to be assigned to a specific route each day (override route).
Route Sort Rule | Start Day(s) | Start Time | Stop Day(s) | Stop Time | Pickup Time | Delivery Time | Lookup Column |
---|---|---|---|---|---|---|---|
Weekday Split | Every Weekday | 08:00 | Every Weekday | 12:00 | From | To | 1 |
Weekday Split | Every Weekday | 12:01 | Every Weekday | 16:00 | From | To | 2 |
After Business Hours | Every Day | 17:00 | Every Day | 23:59 | To | To | 1 |
Overflow | Sunday | 08:00 | Sunday | 16:00 | From | To | (Override Route: Overflow) |
Zones
I want the orders for zip code zone 85004 that come in before 8am to be on ROUTE1A and orders after 12pm but before 4pm to be on ROUTE 1B. Orders that are in the N Central street zone should be on ROUTE2. If the order type is the same, only one route sort rule would be needed.
Zone Type | Zone | Lookup Column | Route ID |
---|---|---|---|
Zip | 85004 | 1 | ROUTE1A |
Zip | 85004 | 2 | ROUTE1B |
Street | N Central | 1 | ROUTE2 |