Planning

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.

  1. Routes List

  2. Route Stops List

  3. Find Stops List

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 NewRoute or click the New button  in the toolbar.

How to Open or Edit a Route

  1. Highlight the route.

  2. Double-click the route, or right-click and select OpenRoute.

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.

  1. Highlight the route.

  2. Right-click and select Disable.

How to Enable a Route 

You must have Show All checked.

  1. Highlight the route.

  2. 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.

  1. Highlight the route.

  2. Right-click and select Plot in Microsoft Bing.

How to Adjust a Route's Route Stop Time Windows

  1. Highlight the route.

  2. Right-click and select Adjust time Windows.

  3. Click Adjust Stop Times

  4. 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

  1. Highlight the route.

  2. Right-click and select Print Manifest.

  3. Click the Print button.

Right-Click Menu 

Option

Description

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

See Bulk Adjustments to Contract or Route Stop Time Windows

Print Manifest

Print the route manifest.

Open

Open the Route.

  • Route

  • Contract - Not applicable in this section.

  • Stop - Not applicable in this section.

  • Customer - Not applicable in this section.

Find

Select to find a specific:

  • Route

  • Stop

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

  1. Right-click in the routes list section and select NewGroup Folder. "Unassigned" or a route cannot be highlighted.

  2. Drag and drop routes into the group folder.

How to Rename a Group Folder

  1. Highlight the group folder.

  2. 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

  1. Highlight the group folder.

  2. Right-click and select Delete.

How to Plot a Group Folder's Routes in Microsoft Bing

  1. Highlight the group folder.

  2. Right-click and select Plot in Microsoft Bing.

Right-Click Menu 

Option

Description

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:

  • Route

  • Stop

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:

  • Group Folder

  • Route

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

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.

  1. Select a stop from the Route Stops List or Route List section. 

  2. Enter data depending on how you would like to find related stops.

    • Stop ID and Radius

    • Zip 

    • City and State

  3. Click the associated Find button.