The Planning section of X Dispatch 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.

Routes List
Route Stops List
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 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.

Quick Tip

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. CXT Software has limited support for using MapPoint with Cloud Client.
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. 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.
Enable	You must have Show All checked and only visible when the route is disabled. Reenable the disabled route.
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.

Quick Tip

Organizing routes into group folders can optimize the load times when in the Planning section.

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.

Quick Tip

Click the refresh button to sort group folders in ascending order (numerical, followed by alphabetical).

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

This will not delete the routes in the folder. Routes will move to the root.

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. CXT Software has limited support for using MapPoint with Cloud Client.
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.

Requires X Dispatch 21.0 or newer.

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. A stop can only be in one status at a time. For example, if the stop is a return stop and is marked as a load stop, the return stop setting will be automatically removed.
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. A stop can only be in one status at a time. For example, if the stop is a load stop and is marked as a return stop, the load stop setting is automatically removed.
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.

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