1 How to Search for a Route Sort Rule
2 Route Sort Rules Form
3 What Changes When Editing an Order or Linked Route Stop

Route sort rules are a great way to send on demand orders to the routed side. When an order is placed using an order type with a sort rule configured (on the pickup, delivery, or both addresses), the zip code for the address is used to find a route match, moving the order onto a route. Route sort rules can also be used for importing route stops through an integration to allow route assignment based on the time of day or day of the week.

Example

You have a customer that cannot have an integration to create stops through an asn file such as an optical or dental lab. When the customer places an order online or calls into your CSR, the order is automatically assigned to a route based on the order type and address zones.

When using Route Sort Rules, any order that is sorted to a route will display in the Driver App as an on demand order if the "Send to dispatch" box is checked on the order type form. If the box is unchecked, the order will be display as a route stop in the Driver App.
The Lookup Column value cannot be greater than 255.

Route sort rules can be found by going to X Route > Route Sort Rules.

Field Name	Description

Field Name	Description
ID	Unique ID of route sort rule.
Description	Name or description of route sort rule.

How to Search for a Route Sort Rule

You can search route sort rules by ID or description.

Enter text in the Look For field.
Select "ID" or "Description" in the Search Under field.
Click the Find button.

Route Sort Rules Form

Route sort rules can have multiple rows to better sort more complex order and route sorting.

Field Name	Description
Rule Number	Unique ID number for route sort rule.
Description	Name or description of route sort rule.
Start Day	Day(s) the rule will sort orders.
Start Time	Begin time for a sorting rule entry. The "To" time in the order time window must fall inside this StartTime - StopTime window to apply the rule.
Stop Day	What day(s) it stops auto sorting orders.
Stop Time	End time for a sorting rule entry. The "To" time in the order time window must fall inside this StartTime - StopTime window to apply the rule.
Lookup Column	Route zones with defined route IDs.
Override Route	Supersedes "Lookup Column" and sorts to a specific route.
Postdate Offset	This will delay a sorted order by a set number of days
PickupTime	The time selected to be used when sorting based on the start/end times on the route sort rule. From - Use the Pickup From time. To - Use the Pickup To time.
DeliveryTime	The time selected to be used when sorting based on the start/end times on the route sort rule. From - Use the Delivery From time. To - Use the Delivery To time.

See Route Sort Rules - New / Edit Route Sort Rule for more information.

What Changes When Editing an Order or Linked Route Stop

Fields	Route Stop Updates (when linked Order Modified)	Order Updates (when linked Route Stop Modified)

Fields	Route Stop Updates (when linked Order Modified)	Order Updates (when linked Route Stop Modified)
Origin Comments	No	No
Destination Comments	No	No
Reference 1	Yes	Can't update inside the route stop
Reference 2	Yes	Can't update inside the route stop
Parcel Type	No	Can't update inside the route stop
Pieces	Yes	Can't update inside the route stop
Weight	Yes	Can't update inside the route stop
Address	Yes	No
Location	Yes	No
Time	Yes	Can't update inside the route stop
Billing Group / Cost Code	No	Can't update inside the route stop
User Fields	No	No
Dates	No	Can't update inside the route stop