Planning - New/Edit Route
How to Add a New Route
- Go to X Route > Planning.
- Click the New button.
Alternate Steps
- Click the arrow next to the New button, or press Alt + N keys.
- Select Route.
How to Edit a Route
- Go to X Route > Planning.
- Double click on the route you want to edit in the Routes list.
How to Disable a Route
- Go to X Route > Planning.
- Right click on the route you want to disable in the Routes list.
- Select Disable.
Route Form
| Field Name | Description |
|---|---|
| Route ID | The unique alphanumeric ID of the route. Quick Tip Route ID cannot be more than 10 characters, cannot have spaces and can only have letters and/or numbers. |
| Description | Name or description of the route. |
| Reference | An internal reference for company use. ExampleSome routes may be dedicated while others are not. A reference value of "Dedicated" could be used to indicate these routes. |
General
| Field Name | Description |
|---|---|
| Route Information | |
| Start Time | Times that the route is designated to start and end. These times are displayed in the X Route Dispatch screen. |
| End Time | |
| Driver | The driver assigned to the route. Quick Tip Clicking the Driver... button brings up the driver record. |
| Fleet | The fleet the route is assigned to. |
| Group Folder | The group folder the route is in. |
| Route Pay | |
| Pay Style | Determines how the driver is paid.
|
| Pay Amount | The dollar amount used with the Pay Style. Disabled if Pay Style is set to "Percentage". |
| Minimum route pay weekday | The minimum payment amount for the route for weekdays. ExampleIf the minimum is set at $50.00, the driver will always receive at least $50.00 for the route. |
| Maximum route pay weekday | The maximum payment amount for the route for weekdays. ExampleIf the maximum is set at $150.00, the driver will never receive more than $150.00 for the route. |
| Minimum route pay weekend | The minimum payment amount for the route for the weekend. |
| Maximum route pay weekend | The maximum payment amount for the route for the weekend. |
| Estimated Mileage | The estimated mileage for the entire route. |
| Route dispatch board tracking | |
| Track stops individually | Each stop on the route must be individually marked with completion time and POD. |
| Track first and last stops only | When the first and last stop on the manifest is completed, uncompleted stops on the manifest will have the same completion time as the last stop and the completion type of "Tracked By Last Stop". Stops must be sequenced. For example, if all stops have a 0 sequence, Track first and last stops only will not work as intended. |
| Driver Surcharge | |
| Surcharge Amount % | Driver surcharge percentage amount for the route. |
Stops
The Stops tab is divided into two sections. The top section, Stops of Route, lists stops that belong to the route. The bottom section, Unassigned Stops, lists stops that are unassigned.
Quick Tips
- Click on the stop ID to view the location and details of the stop.
- Double click the route stop ID to open the stop form to view/edit the stop.
Import Schedule
The Import Schedule tab allows you to enable and schedule an import schedule for the route. When not enabled, imported route stops can map to this route on any day of the week. When enabled, imported route stop mapped to this route will import to the next postdate available.
Example
The route import schedule is enabled, and Monday - Friday are checked as active import days.
- If a route stop is imported on Friday, the imported route stop will map to this route on Friday.
- If a route stop is imported on Saturday, the imported route stop will map to this route on Monday.
Optimization
The Optimization tab contains route optimization options for the route.