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The Planning section is the starting point for setting up and planning for all of your routes. This is where static route information, also known as the route shell, is created and maintained. The Planning section can be split up into 3 sections.
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Highlight the route.
Right-click and select Print Manifest.
Click the Print button.
Right-Click Menu
Option | Description | ||
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Expand | Expand the route to see all the route stops in the routes list. | ||
Collapse | Collapse the route. | ||
Plot in MapPoint | Plot the stops of the selected route in MapPoint.
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Plot in Microsoft Bing | Plot the stops of the selected route in Microsoft Bing. There can be no more than 15 stops and there is a char limit of 1884. | ||
Adjust Time Windows | |||
Print Manifest | Print the route manifest. | ||
Open | Open the Route.
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Find | Select to find a specific:
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Disable | Disable the route.
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Enable |
Reenable the disabled route. | ||
Clone Route | Clone the route. You can choose whether or not to clone all route stops. | ||
Rename | Not applicable in this section. |
Group Folders
Group folders are manually created to organize routes. It can be helpful to group routes geographically, by fleet, or customer.
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Highlight the group folder.
Right-click and select Plot in Microsoft Bing.
Right-Click Menu
Option | Description | ||
|---|---|---|---|
Expand | Expand the folder to see the routes nested inside. | ||
Collapse | Collapse the group folder. | ||
Plot in MapPoint | Plot the stops of the routes in the selected folder in MapPoint.
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Plot in Microsoft Bing | Plot the stops of the routes in the selected folder in Microsoft Bing. There can be no more than 15 stops and there is a char limit of 1884. | ||
Open | Not applicable in this section. | ||
Find | Select to find a specific:
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Delete | Delete the group folder. This will not delete the routes in the folder. | ||
Rename | Rename the group folder. | ||
NewUpdated | Select to create a new:
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Route Stops List
The Route Stops List section is used to organize static (preplanned) stops. Double click on a stop (or choose "Open" from "Right Click Menu") to show detailed stop information.
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Red - The first stop out of sequence based on the preferred time. Stop sequence can be corrected manually by dragging and dropping stops into the correct sequence or by right-clicking and selecting Auto sequence by Preferred Time.
Right-Click Menu
Option | Description | ||
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Open | Open the selected stop | ||
Auto sequence by Preferred Time | Re-sequences stop by preferred time. | ||
Mark As "Load Stop" For Route | Marks stop as either global or customer load stop.
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Remove as "Load Stop for Route" | Remove the load status from the stop. | ||
Mark as "Return Stop" For Route | Marks stop as either global or customer return stop.
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Remove as "Return Stop" For Route | Removes the return status from the stop. | ||
Adjust this and all preceding Contract Stop Time Windows | See Bulk Adjustments to Contract or Route Stop Time Windows. | ||
Adjust this and all preceding Contract Stop Time Windows | See Bulk Adjustments to Contract or Route Stop Time Windows. | ||
Clone Contract Stop | Clone the selected stop. |
Find Stops List
The Find Stops List section is used to find stops within a specified proximity of other stops based upon distance radius, postal code, or city and state. This is useful for assigning unassigned stop(s) by finding routes with stops close to the unassigned stop(s).
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