On Demand Recurring Orders vs Route Stops

Operational

Recurring orders are best used as stand-alone orders that reoccur on a predictable schedule for a single customer.

Open

Routes are able to handle multiple pickup and delivery stops for a single customer or multiple customers when those stops need to be grouped together.

Open

Parcel Chain of Custody

With recurring orders, parcels can be tracked from a single pickup location to the related delivery location. 

With routes, parcels can be tracked through every stop on a route through the use of route chaining by marking stops as either a "Load Stop" or a "Return Stop". 

Rating and Driver Pay

Recurring orders use the rate charts that have been set up, which allow for dynamic rating possibilities.

Routes have a much more straightforward and simplified rating and driver pay possibilities.

Driver App

Inside Driver App, recurring orders have 2 parts - a pickup and a delivery - for each order.

Routes contain multiple stops and each stop is a single function - either a Pickup, or a Delivery.

Invoices

Recurring orders will display on an invoice just like an order, with the charges for each order displayed individually.

Routes will display on an invoice separated by Contract with appropriate charges listed.

Rating

Recurring order rating has the same flexibility as on demand order rating. On the Charges tab you can enter all items pertaining to the recurring order and rate them according to the associated rate chart, or enter in the values manually.   

Route stop rating is set up on the contract under Billing. The "Contract Amount" allows you to specify a set amount for billing the customer whereas the stop rate options allow you to specify each individual stop rate.

If "Stop Rate" or "Stop Rate * Multiplier" is selected, additional set up on the contract stop for Rate must be entered. If "Stop Rate * Multiplier" is selected, Multiplier and Calculated Rate X Multiplier must be entered as well. The Calculated Rate X Multiplier field will be automatically calculated based on the info in the Rate and Multiplier field.

Driver Pay

Driver pay for recurring orders is calculated the same as it is on an order.

This can be entered in one of the following locations:

• The human resources record. 

• Entered manually on the Drivers tab of the recurring order. 

See Driver Pay Items. 

Driver pay for routes is handled in the following locations:

• In the route form found in the Planning section. 

• In the contract stop form by selecting Override Settlement in the top right. Using the override on the contract stop form will override what is set on the route form.