CXT Software Route Optimization

CXT Software Route Optimization optimizes a route, or sequence of orders and provides ETAs for when the optimized work should be expected for completion by the driver.

Setup

1. Contact Technical Support to obtain a Route Optimization Service URL.
2. Go to Tools > Route Optimization.
3. Select "CXT Software" for On Demand RO Service. and/or X Route RO Services. 
4. Click the Edit button next to your selection.

5. Check Enable Route Optimization and enter the Route Optimization URL.

   

   Quick Tip

   You can confirm the URL by clicking the Test button on the right of the URL field.

6. After you have configured the settings, save settings by clicking Apply or Ok. See below for field descriptions.

RO Services Config Form

X Route

On Demand

Override Global Settings

Global settings for CXT Software Route Optimization can be overridden from the Operations App Dispatch Board.

1. Right-click on the route or driver.
2. Click Optimize Sequence.
3. On the top of the window click Edit.
4. Click Override Global Settings.
5. Click the OK button when done.

How to Manually Optimize a Route

Visual Dispatch Board:

1. Go to Visual Dispatch Board.
2. From the driver list, select View Orders for the driver you want to optimize.

   •  From the driver card view, click the driver then View Orders. 

     

   • From the driver table view, right-click on the driver you want to optimize and select View Orders. 

     

3. Click Order Sequence. 

   

4. Click Auto Sequence

   

For on demand orders:

1. Go to On Demand > Dispatch.
2. Right-click on the driver you want to optimize.
3. Select "Optimize Route".

4. Click the Optimize button.

   
5. Once the optimized route is shown click the Apply or Ok.

For assigned routes:

1. Go to X Route > Dispatch.
2. Right-click on the route you want to optimize.

3. Select "Optimize Route".

   

4. Click the Optimize button.

   
5. Once the optimized route is shown click the Apply or Ok.

Automatic Route Optimization

Automatic Route Optimization can be enabled in the global settings. When routes/sequences are set to automatic, it will ignore routes that do not have a "Stop Time Min" within the next 3 hours. For example, if a route is set to begin at 12:00 PM, the first run of Route Optimization will occur at 9:00 AM.

Reoptimization will occur every minute after a significant change. These settings are currently not adjustable. 

Significant Changes

Below is a list of significant changes that are used to determine if a route should be reoptimized. 

For on demand orders:

• Orders Added/Dispatched to driver
• Orders removed from driver (either by removing the driver, redispatching the order, or the order being canceled)
• Either Pickup or Destination address change (different lat lon for either address should trigger this as well)
• Change in any of the 4 time windows on an order
• Order Completed Early
• Order Completed Late

For assigned routes:

• Stops Added or Removed from Manifest 
• Moving a route stop from one route to another
• Address Change (different lat lon should trigger this as well)
• Change to the StopMin or StopMax time window
• Stop Completed Early
• Stop Completed Late

Route Optimization Status in Dispatch Board

RO Column And Optimized Status

The RO column in the Dispatch Board will show a green icon if the route or driver has been optimized, yellow if there are any warnings, red if the route or driver cannot be optimized, and grey if not optimized. Automatically optimized routes or drivers will not be optimized until 3 hours before the first stop.

Right-click on the route or driver, then select "Optimized Status" to see the last time of optimization, status, and errors. If a route or driver is manually optimized, and a significant change occurs, the status of the stop will be reset so that it will appear as the empty gray circle in the RO column. Unposting and reposting a route will also remove the last Optimized Status from the dispatch board.