Route Maintenance

From the main menu select Sales>> Route Maintenance or,

Click the Route Maintenance icon from the shortcut toolbar. The following Route Maintenance screen is displayed.

Click on the New button to create a new route. The purpose of this section is to order the delivery process. A report can be printed weekly with the new collection listing. Any account less than 4 weeks old will be marked in bold to ensure collection. Any account, which is inactive, will not be included.
Click on the to exit the screen.

Field

Description or Action

Route Code

This is an alphanumeric field and you enter any combination you wish. Each route code must be unique.

Name

Name given to the route _ optional

Driver

Driver on the route

Team Members

Drivers team members

Phone

Contact or mobile phone for driver

Email

Email address

Pager

Pager address

Docket Number This is the starting docket Number for the handheld. This must be higher than the last number used for this van as record in your transactions. If you enter a lower number the system will overwrite it with the appropriate number.

Rotation

This is the route sequence number. This must be unique to the route. A good practice is to number the route in steps of 5. If new areas are added in between 5 and 10 you will have 4 more additions available. The route order can be renumbered automatically by the system when you require extra space. See re-Order Route for more info

Name

The name given to the rotation. This can be an estate name, parish name or rural area. In order to allow new drivers to take a route on a temporary basis the names used should be actual areas and not nick names or abbreviations.

Delete Record

Select the record you wish to delete. Click the Delete Record button to delete it.

Field	Description or Action
Route Code	This is an alphanumeric field and you enter any combination you wish. Each route code must be unique.
Name	Name given to the route _ optional
Driver	Driver on the route
Team Members	Drivers team members
Phone	Contact or mobile phone for driver
Email	Email address
Pager	Pager address
Docket Number	This is the starting docket Number for the handheld. This must be higher than the last number used for this van as record in your transactions. If you enter a lower number the system will overwrite it with the appropriate number.
Rotation	This is the route sequence number. This must be unique to the route. A good practice is to number the route in steps of 5. If new areas are added in between 5 and 10 you will have 4 more additions available. The route order can be renumbered automatically by the system when you require extra space. See re-Order Route for more info
Name	The name given to the rotation. This can be an estate name, parish name or rural area. In order to allow new drivers to take a route on a temporary basis the names used should be actual areas and not nick names or abbreviations.
Delete Record	Select the record you wish to delete. Click the Delete Record button to delete it.