User's Guide Contents

Application Overview

Planning Routes

Executing Routes

Dispatcher Features

 

Viewing and Managing Route Planner Data

Managing Schedules

Accessing the Schedule List

Creating a New Schedule

Viewing and Editing Schedule Details

Copying a Schedule

Adding Favorite Schedules

Configuring Geofencing

Managing Routes

Accessing the Routes List

Viewing a Route

Viewing Unassigned Stops

Managing Buckets

Accessing the Bucket List

Creating a New Bucket

Editing or Copying a Bucket

Managing Requirements and Requirement Sets

Creating a Requirement

Editing a Requirement

Creating a Requirement Set

Editing a Requirement Set

Managing Resources

Accessing the Resource List

Creating a New Resource

Editing a Resource

Understanding Service Durations

Managing Product Types and Orders

Accessing the Product Type List

Creating a New Product Type

Viewing and Editing a Product Type

Accessing the Order List

Creating a New Order

Editing an Order

Splitting an Order

Managing Locations

Accessing the Location List

Creating a New Location

Editing or Cloning Locations

Viewing a Location's Geocode Information

Locking the Latitude/Longitude

 

Accessing Planner and Dispatcher Options

Planner and Dispatcher User Options

Planner and Dispatcher Differences

 

Working with Data Filters

Selecting Data

Selecting a Schedule

Selecting a Data Subset (Filtering)

Setting Session Options

Enabling/Disabling Auto-Refresh

Filtering

Using Advanced Find Filtering

 

Understanding the Descartes Route Planner Views

List (Grid) View

Default Command

Tree View

More Tree View Details

Map View

Finding Specific Data in the Quadrant

Show on Map and Route Details Command

Show all Depots on the Map

Show Along Road

Show Travel Distance on the Map

Calculate Point-to-Point Distance on the Map

Printing the Map

Route Gantt View

Asset Gantt View

 

Working with Routes

Viewing Route Details

Route List View

Routes Detail View

Route Map View

Route Gantt Chart View

Viewing Line Items

Adding Unassigned Stops Using the Anchor Command

Resequencing a Route Using the Anchor Command

Reordering Routes Using Lasso Functionality

Reordering Routes Using Drag and Drop Functionality

Re-assigning Territories

Editing Routes

Moving Stops within a Route

Using the List View

Using the Tree View

Using the Map View

Moving Stops to Another Route

Using the List View

Moving Stops to Another Schedule

Using the List View

Moving Routes to Another Schedule

Editing Resource Attributes

Freezing Routes

Optimizing Routes

Resequencing Routes

Assigning a Driver to a Route

Publishing and Tracking Stops Individually

Working with Resources

Resolving Route Violations

Viewing Route Alerts

Viewing Stop Alerts

Updating Planned or Actual Order Amounts

 

Working with Assets

Creating a Cost Profile

Editing a Cost Profile

Creating a New Driver

Editing a Driver

Creating a New Truck

Editing a Truck

Creating a New Trailer

Editing a Trailer

Understanding True Costs on a Route

Calculating a True Cost

Viewing the True Cost Details

Understanding the Asset Gantt Chart

Features and Functions

Filtering the Asset Gantt Chart

Assigning and Unassigning Assets on a Route

Assigning Unassigned Stops to a Route

Dragging and Dropping Stops between Routes

Resequencing a Route

Unassigning All Stops from a Route

 

Working with Master Routes

Viewing Master Routes

Creating Master Routes

Create a Master Route

Convert to Master Route

Import Master Routes

Create Master Routes from Route Template Resources

Setting up Master Route Settings

Setting up Master Route Frequency

Creating a Route from a Master Route

Viewing the Master Stops without Actual Orders Report

 

Managing Unassigned Stops

Auto-Assigning Stops

Auto-Assigning All Stops

Auto-Assigning Selected Stops

Auto-Assigning Stops to Selected Routes

Viewing Auto Assign Results

Manually Assigning Unassigned Stops

Using the Unassigned Stops Page

Using the Map View

Manually Unassigning Assigned Stops

Creating Itinerary Pool Points

Creating/Editing a Leg Order

Remove a Leg Order or Itinerary

Unassigning a Leg Order

Reassigning the Schedule of a Cross Docked Order

Showing a Related Leg Order

Optimizing Unassigned Stops

Suggest Assignment for Unassigned Stops

Viewing Existing Location's Geocode

Geocoding New or Existing Locations Using Address

Reverse Geocoding Locations

 

 

Working with Routes in Execution

Publishing Routes

Adding New Orders to Routes

Changing the Status of a Stop Manually

Managing Alerts

Creating a Custom Alert Code

Viewing Custom Alerts on the Home Page

Hiding Alerts on the Custom Mobile Alerts Quadrant

Showing Alerts on the Custom Mobile Alerts Quadrant

Geofencing

Route Geofencing

Stop Geofencing

Configuring Geofencing

Geofencing Refresh options

BreadCrumb Trail

Temperature GPS Warning Messages

Reverse Geocoding on GPS Points

Viewing Status History

Viewing Route History

Viewing Stop History

Rescheduling Route Orders

 

Reports

Summary Reports

Geocoding Summary

Missed Time Window Summary

Route Detail Summary

Route Summary

Plan vs Actual Route Summary

Plan vs Actual Stop Summary

Schedule Summary

Master Stops Without Actual Orders

Exporting and Printing Summary Reports

Exporting as Tab-Delimited

Exporting as HTML

Printing a List

Route Manifest

Driver Reporting Sheet

Tracking Order Status

 

Glossary