Planning
- Michelle Cabaya (Unlicensed)
- 1 Routes List
- 1.1 Routes
- 1.2 Group Folders
- 2 Route Stops List
- 2.1 Highlight Colors
- 2.1.1 Sequence Number
- 2.1.2 Preferred Time
- 2.2 Right-Click Menu
- 2.1 Highlight Colors
- 3 Find Stops List
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.
To view the Planning section, go to X Route > Planning.
Routes List
The Routes List section is used to organize static routes and stops. Group folders, routes, and stops are organized in a tree display alphabetically.
Quick Tip: Use the Show All checkbox at the top to display any disabled routes.
Routes
Routes are used to organize stops.
How to Create a New Route
Right-click in the route list section and select New > Route or click the New button in the toolbar.
How to Open or Edit a Route
Highlight the route.
Double-click the route, or right-click and select Open > Route.
How to Disable a Route
Disabling a route does not disable or deactivate associated contract stops. The route shell will be deactivated and all contract stops will be moved to unassigned.
Highlight the route.
Right-click and select Disable.
How to Enable a Route
You must have Show All checked.
Highlight the route.
Right-click and select Enable.
How to Plot a Route in Microsoft Bing
When plotting with Microsoft Bing, there can be no more than 15 stops and there is a char limit of 1884.
Highlight the route.
Right-click and select Plot in Microsoft Bing.
How to Adjust a Route's Route Stop Time Windows
Highlight the route.
Right-click and select Adjust time Windows.
Click Adjust Stop Times.
Enter the adjusted stop times in Minutes and/or Day Offset, then click Adjust Times. Positive numbers push to the future, negative numbers adjust back.
See Bulk Adjustments to Contract or Route Stop Time Windows for more information.
How to Print a Route Manifest
Highlight the route.
Right-click and select Print Manifest.
Click the Print button.
Right-Click Menu
Option | Description |
|---|---|
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. |
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.
|
Find | Select to find a specific:
|
Disable | Disable the route. |
Enable | Reenable the disabled route. |
Clone Route | Clone the route. You can choose whether or not to clone all route stops. Cloning does not include information such as parcels, completion times, PODs, etc. |
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.
How to Create New Group Folder
Right-click in the routes list section and select New > Group Folder. "Unassigned" or a route cannot be highlighted.
Drag and drop routes into the group folder.
How to Rename a Group Folder
Highlight the group folder.
Right-click and select Rename, use the F2 key, or click the group folder name.
How to Add a Route to a Group Folder
Drag and drop the existing route into the group folder.
How to Delete a Group Folder
Highlight the group folder.
Right-click and select Delete.
How to Plot a Group Folder's Routes in Microsoft Bing
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. |
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:
|
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:
|
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.
Highlight Colors
Sequence Number
Dark Blue - The stop is marked as a global load stop for the route.
Light Green - The stop is marked as a customer load stop.
Cyan - The stop is marked as a global return stop for the route.
Dark Green - The stop is marked as a customer return stop.
Preferred Time
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 |
|---|---|
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. |
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. |
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).
How to Find a Stop
Related stops appear in the Find Stops List section and also are highlighted in the Route List section.
Select a stop from the Route Stops List or Route List section.
Enter data depending on how you would like to find related stops.
Stop ID and Radius
Zip
City and State
Click the associated Find button.