Creating a route with dispatch tickets
For routing set up, click here.
Using the route feature
1. From the left-hand menu on the dashboard, click Route + or Click on the Route menu item, and click +New Route
2. Your department and warehouse will default to your user setting.
3. The Date does not get automatically set. The Route number is system-generated. The carrier drop-down will show all counterparties that have the 'freight vendor' role checked off. Truck # is a typeable field or select from the drop-down. Driver is a drop-down menu. The Status will default to open and is used to filter the routing inquiry. The Description is whatever you want to identify this route as, but note: it is not a searchable field. Deliver to will populate based on the address stored for the Warehouse. Notes may update once the route is built during the next step, if there are dispatch notes on the individual jobs.
To create a route with existing dispatch tickets: NOTE: Please click here for a help file on creating dispatch tickets from the routing page.
1. To create a route from existing dispatch tickets, click + Apply Jobs
2. Use the top drop-downs to filter the dispatches you want to use to create a route. The lines will turn grey once you click off the ones you want to pull in.
3. Click Apply Jobs to build the route.
4. The shortcut icons allow you to do various actions with the newly built route:
The X removes it. The pen and paper icon brings up the dispatch for quick edits (see below). The up and down arrow allows you to move the order of dispatch ticket stops.
5. Once the Route is saved, a Route detail pdf can be generated to be printed or emailed out.
6. On the overview of the Route you can click into any of the individual dispatch tickets to make edits or see details.
7. On a dispatch ticket that is part of a route, the route number will be included at the top of the dispatch ticket. If a dispatch ticket is removed from a route, it will go back to the list of available dispatch tickets.
If you have additional questions, please contact the Support Team via email to support@cietrade.net.