Adding Pickups to Route Plans

Table of Contents

1. Edit Route Plan Page
2. Assigning Unassigned Pickups

 

Find your route or create one, and then click "Edit Route Plan" to get started.

 

Edit Route Page

See below for detailed explanations of each numbered section. 

Section 1

You will find your current schedule in the Assigned Stops section. Each row represents a pickup and contains all relevant information pertaining to that stop: 

1. No.: The stop's position in the schedule. 
2. Freq.: The pickup frequency. 
3. Schedule: When assigning pickups to a route plan, they are auto-assigned to schedules based on the service start date. 
   
   Note: You can change the schedule by hovering over the schedule number. 
   
   1. Weekly stops run every week and are on all four schedules
   2. Biweekly stops run every other week and will run on Schedules 1 and 3 or Schedules 2 and 4
   3. Every 4 week stops are only on one of the four schedules
   4. Monthly stops are on only one of the four schedules
4. Next Run Date: The next service date of the pickup. 
5. Customer
6. Location
7. Product
8. Qty.

 

Section 2

Stops that have not yet been assigned to route plans are in the Unassigned Pickups section. 

1. Service: Commercial or Residential
2. Order: The routing setup order number
3. Customer
4. Location
5. Freq.: The pickup frequency. 
6. Unassigned (#): The number of pickups that have yet to be assigned to a route plan.
7. Preferred Days: Customer's preferred pickup days. 
8. Product
9. Qty.
10. Stream
11. Serviced on this Route: Whether or not the pickup is already assigned to this route plan. 
12. Service Start: You can now edit the Service Start Date of an unassigned pickup as long as no pickups have been routed AND nothing has ever been dispatched for the service. 

 

Section 3

• The search bar can be used to find the unassigned pickup you are looking for. You can search by customer name, location name, location address, or order number.
• In addition, the column headers with means you can click and add a filter.

Section 4

• The pen tool allows you to circle pickups and add them to the schedule.
• The Optimize button helps you optimize your route based on distance. 
• Click the legend in the bottom right to see more information about the symbols you see on the map.
• Click the calendar icon to reference the system schedules.
• Lastly, remember to click Save to save your route plan. 

 

Assigning Unassigned Pickups

There are three different ways you can assign unassigned pickups:

1. Click to select a row, then drag and drop to rearrange the sequence.
   
   
2. Use Shift or Ctrl / Cmd key to select multiple rows.
   
   
3. Edit a stop directly by clicking the stop number and typing the desired number.
   
   

 

 

 

Updated: 8/11/25