Viewing and Managing Route Planner Data

Descartes Route Planner data can be viewed and managed from three different perspectives: the Schedule perspective, the resource perspective, and the order perspective. Depending on what information is desired, it can be accessed from one of these perspectives.

Example: If, as a customer service representative, a user is trying to determine the status of a customer’s order, they can use the order perspective. If, on the other hand, the user is a resource manager responsible for maintaining the motor pool, they will probably use the resource perspective.

This section walks through the Schedule perspective and shows how the different data tables are interrelated.

Managing Schedules

Accessing the Schedule List

Creating a New Schedule

Viewing and Editing Schedule Details

Copying a Schedule

Configuring Geofencing

Adding a Schedule to Favorites

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 Locations List

Creating a New Location

Editing or Cloning Locations

Viewing a Location's Geocode Information

Locking the Latitude/Longitude