This list is very similar to the Orders List - Main Screen but it contains Orders that will be posted automatically on a recurring schedule.
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Table of Contents
Route sort rules are a great way to send on demand orders to the routed side of X Dispatch. 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 mappings based on the time of day or day of the week.
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ExampleYou have a customer that cannot have an integration to create stops through asn file such as an optical or dental lab. When the customer places an order online or calls into your CSR, the order is automatically assigned to a route based on the order type and address zones. |
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When using Route Sort Rules in X Dispatch, any order that is sorted by a route will still show in Nextstop Mobile as an on demand order if the "Send to dispatch" box is checked. If the box is unchecked, the route stop will be visible in Nextstop Mobile. On demand orders that are dispatched to a driver will not display in Nextstop Mobile if the order date is greater than 30 days. |
Route sort rules can be found by going to X Route > Route Sort Rules.
| Field Name | Description |
|---|---|
| ID |
| Unique ID of route sort rule. |
| Description |
Explanation of how or what the Sort Rule us used for.
The 'Search' bar (Image B) is a quick and easy way to find Route Sort Rules using any of the columns that are shown on the Recurring Orders List.
On the left is the 'Look For:' box, you enter the information you are searching for in this box.
In the center is the 'Search Under', this is where you select which column to search.| Name or description of route sort rule. |
How to Search for a Route Sort Rule
You can search route sort rules by ID or description.
- Enter text in the Look For field.
- Select what "ID" or "Description" in the Search Under field.
- Click the Find button.
Route Sort Rules Form
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See Route Sort Rules - New / Edit Route Sort Rule for more information.
What Changes When Editing an Order or Linked Route Stop
| Fields | Route Stop Updates (when linked Order Modified) | Order Updates (when linked Route Stop Modified) |
|---|---|---|
| Origin Comments | Yes | No |
| Destination Comments | Yes | No |
| Reference 1 | Yes | Can't update inside the route stop |
| Reference 2 | Yes | Can't update inside the route stop |
| Parcel Type | No | Can't update inside the route stop |
| Pieces | Yes | Can't update inside the route stop |
| Weight | Yes | Can't update inside the route stop |
| Address | Yes | No |
| Location | Yes | No |
| Time | Yes | Can't update inside the route stop |
| Billing Group / Cost Code | No | Can't update inside the route stop |
| User Fields | No | No |
| Dates | No | Can't update inside the route stop |