Route Setup Guide (Classic Operations App)

Set up a Customer Record in the Classic Operations App

See Customers - New/Edit Customer for more information.

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Set up a Human Resource record

See Human Resources - New / Edit Human Resource for more information.

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Set up a Driver Record

See Drivers (Classic Operations App) for more information.

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Create a Route

See Planning - New/Edit Route for more information.

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Create a Contract

See Contracts for more information.

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Create Contract Stops

See Contract Stops - New / Edit Contract Stops for more information.

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Post the Route

Routes can be posted manually or automatically. See Post Recurring Orders or Routes for more information.

Manually Post Routes

Automatically Post Routes

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