Planning - New/Edit Route

Owned by Michelle Cabaya (Unlicensed)
Last updated: May 22, 2023
5 min read

How to Add a New Route

  1. Go to X Route > Planning.

  2. Click the New button.

Alternate Steps

  1. Click the arrow next to the New button, or press Alt + N keys. 

  2. Select Route.

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How to Edit a Route

  1. Go to X Route > Planning.

  2. Double click on the route you want to edit in the Routes list.

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How to Disable a Route

  1. Go to X Route > Planning.

  2. Right click on the route you want to disable in the Routes list.

  3. Select Disable.

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Route Form

Field Name

Description

Field Name

Description

Route ID

The unique alphanumeric ID of the route. 

Quick Tip: Route ID cannot be more than 10 characters, cannot have spaces and can only have letters and/or numbers.

Description

Name or description of the route.

Reference

An internal reference for company use. 

Example

Some routes may be dedicated while others are not.  A reference value of "Dedicated" could be used to indicate these routes.

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General 

Field Name

Description

Field Name

Description

Route Information

Start Time

Times that the route is designated to start and end. These times are displayed in the X Route Dispatch screen. 

End Time

Driver

The driver assigned to the route. 

Quick Tip: Clicking the Driver... button brings up the driver record.

Fleet

The fleet the route is assigned to.

Group Folder

The group folder the route is in.

Route Pay

Pay Style

Determines how the driver is paid.

  • Per Route - Pay the amount from the Pay Amount field.

  • Per Stop - Pay the amount from the Pay Amount field multiplied by the number of stops on the driver's route manifest. The number of stops includes scheduled stops as well as any distribution or reassigned scheduled stops.

  • Per Piece - Pay the amount from the Pay Amount field multiplied by the total number of pieces from the driver's stops in the pieces field.

  • Percentage - Pay the sum of the price of all the stops multiplied by the driver's route percentage, found in his/her Human Resource record.

  • Per Schedule - Pay according to a set schedule. 

    • Use the Schedule button is used to set up the pay schedule.

    • Use the Per Route Reversal field to set an amount to subtract from the normal pay if the driver does not work for that route on a given day.

    Example

    Use this pay style to pay the driver $60.00 every Monday, Wednesday, and Friday whether any work is done on the route or not. 

  • Booked Amount - Pay according to the Booked Percentage on the customer record associated with the stop and the Route % on the driver's human resource record. 

  • Advanced Fallback - Pay according to a tiered structure when multiple stops are required at the same location. Only available for integrations.

Pay Amount

The dollar amount used with the Pay Style.

Disabled if Pay Style is set to "Percentage".

Minimum route pay weekday

The minimum payment amount for the route for weekdays.

Example

If the minimum is set at $50.00, the driver will always receive at least $50.00 for the route.

Maximum route pay weekday

The maximum payment amount for the route for weekdays. 

 Example

If the maximum is set at $150.00, the driver will never receive more than $150.00 for the route.

Minimum route pay weekend

The minimum payment amount for the route for the weekend.

Maximum route pay weekend

The maximum payment amount for the route for the weekend.

Estimated Mileage

The estimated mileage for the entire route.

Route dispatch board tracking

Track stops individually

Each stop on the route must be individually marked with completion time and POD.

Track first and last stops only

When the first and last stop on the manifest is completed, uncompleted stops on the manifest will have the same completion time as the last stop and the completion type of "Tracked By Last Stop". 

Stops must be sequenced. For example, if all stops have a 0 sequence, Track first and last stops only will not work as intended.

Driver Surcharge

Surcharge Adjustment %

Driver surcharge percentage amount for the route.

Surcharge based on

What the Driver Surcharge % will be based on. Selecting an option other than "Use Global Option" may override your global setting. See Global Options.

  • Use Global Option 

  • Driver Route Pay

  • Customer Surcharge Amt

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Stops

The Stops tab is divided into two sections. The top section, Stops of Route, lists stops that belong to the route. The bottom section, Unassigned Stops, lists stops that are unassigned. 

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Import Schedule

The Import Schedule tab allows you to enable and schedule an import schedule for the route.  When not enabled, imported route stops can map to this route on any day of the week. When enabled, imported route stop mapped to this route will import to the next postdate available.

Example

The route import schedule is enabled, and Monday - Friday are checked as active import days.  

  • If a route stop is imported on Friday, the imported route stop will map to this route on Friday.

  • If a route stop is imported on Saturday, the imported route stop will map to this route on Monday.

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Optimization

The Optimization tab contains route optimization and assisted dispatch options for the route. 

Field Name

Description

Field Name

Description

CXT Software Basic Optimization

Enable Automatic Reoptimization for Posted Routes

When enabled, the route will have permission to be optimized and re-sorted in order to improve route optimization automatically.

When disabled, routes will not be optimized automatically and will need to be manually optimized.

Assisted Dispatch

Enable Route

When enabled, a driver's assigned routed work will be taken into consideration when recommending the best driver recommendations.

When disabled, only the driver's on demand work will be considered.

Allow Route Optimization with Recommendation

When enabled, the route will have permission to be optimized and re-sorted in order to improve Assisted Dispatch recommendations.

When disabled, routes will not be changed and recommendations will be based on the current route sequence.

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