Creating a Route in DeliveryTrax

KB Article #7115

In order to add an invoice to a route, first create the route within Settings. 

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Want to learn more? Watch our video!

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To create a route:

1. Click Settings from the left side panel.
   
2. Click the Routes tab.
   
3. Click New Route.
   
4. Type a Route Name and a brief Description of the route, if desired.
   
5. If the same person typically drives that route, choose them from the Default Driver drop-down.
   
   
   1. If the driver is not listed, add them in the Drivers tab in Settings.
6. Adjust the Color of the route as needed to visualize the route on the map.
   
7. If sharing your deliveries with another location and the route will be completed by another store, choose their location from the Next Destination drop-down. Any invoices shipped on the Next Destination route will flow into the other location's dispatch so they can route those parts.
   
8. Check the boxes as appropriate from the options provided.
   
   Options include: 
   • Auto Print Labels: The dispatcher is prompted to choose the number of labels that are printed every time an invoice is added to a route. 
   • Auto Ship: When a location is chosen from the Next Destination drop-down, relevant parts automatically ship to the next destination. 
   • Avoid Tolls: Optimize the route while avoiding toll roads. 
   • Mapped: Map all stops, so they are visibly tracked in the Route Tracker. 
   • OPS Route: No longer used. (This is different from OPS Go on-demand deliveries.)
   • Optimize: Optimize the order of stops on the route. 
   • Use Puller Code: Require warehouse pullers to enter their puller code when adding invoices to a route. 
9. Enter Ship Times into the provided field, if known. The times listed in the field are used to optimize the stops based on traffic patterns (e.g. adjust time for rush hour).
   
10. If desired, check the Automatic box to automatically ship the route at the listed time.
    
11. When ready, click Save. The route appears in the table on the left. 
    
12. Click the Map tab and review the route area.
    
    1. The colored region shows the area of the route. To adjust it, click and drag the white circles. The changes automatically save.
       

The route is ready for invoices to be added to it.