Route Sort Rules

Route sort rules are a great way to send on demand orders to the routed side of X Dispatch. 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 in X Dispatch, any order that is sorted to a route will display in Nextstop 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 Nextstop.  
  • The Lookup Column value cannot be greater than 255.


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

Field NameDescription
IDUnique ID of route sort rule.
DescriptionName or description of route sort rule.

How to Search for a Route Sort Rule

You can search route sort rules by ID or description.

  1. Enter text in the Look For field.
  2. Select "ID" or "Description" in the Search Under field.
  3. 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 DayWhat 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 ColumnRoute 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

Requires X Dispatch 20.0 or newer.

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

Requires X Dispatch 20.0 or newer.

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)

Origin CommentsYesNo
Destination CommentsYesNo
Reference 1YesCan't update inside the route stop
Reference 2YesCan't update inside the route stop
Parcel TypeNoCan't update inside the route stop
PiecesYesCan't update inside the route stop
WeightYesCan't update inside the route stop
AddressYesNo
LocationYesNo
TimeYesCan't update inside the route stop
Billing Group / Cost CodeNoCan't update inside the route stop
User FieldsNoNo
DatesNoCan't update inside the route stop