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 mappings 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 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 by a route will still show in Nextstop Mobile as an on demand order if the "Send to dispatch" box is checked. If the box is unchecked, the route stop will be visible in Nextstop Mobile. On demand orders that are dispatched to a driver will not display in Nextstop Mobile if the order date is greater than 30 days.
Route sort rules can be found by going to X Route > Route Sort Rules.
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 what "ID" or "Description" in the Search Under field.
- Click the Find button.
Route Sort Rules Form
Unique ID number for route sort rule. Name or description of route sort rule. Day(s) the rule will sort orders. 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. 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. Supersedes "Lookup Column" and sorts to a specific route. Route sort rules can have multiple rows to better sort more complex order and route sorting.Field Name Description Rule Number Description Start Day Start Time Stop Day What day(s) it stops auto sorting orders. Stop Time Lookup Column Route zones with defined route IDs. Override Route Postal Offset This will delay a sorted order by set number of days
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 Comments | Yes | No |
Destination Comments | Yes | 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 |