Assign sales orders to a route using the map

1. Press Select Tool icon

2. Click and draw a box over orders to select and highlight (NOTE: Press and hold Ctrl key and click to select individual orders on map)

3. Select Assign tool to assign highlighted orders to route

4. Orders have been assigned

• Related Articles

• Create & Assign a new sales order to a route from Dispatch

  1. In the Account Management section in Dispatch, right-click on account on the Search Results grid 2. Create new order, then click Save 3. Assign order to selected route

• How to Create a Sales Order

  1. Click on Create New Order icon 2. Search for Customer Account Location using Search Criteria 3. Select Account and Create Order Record 4 (a). Create BULK Sales Order 4 (b). Create Cylinder Sales Order

• How to Return Order(s) from Route Exceptions

  Select orders from route and click on the Return to Open Orders icon

• Delete a Route

  To delete a route, right-click on route and select Delete Route ...

• Edit a Route

  1. Select route, then right-click on route to display pop-up menu 2. Click on Edit Route 2. Modify route then click on the Save icon