Modify a Route Plan

Add customers to or remove customers from a route plan, re-order them, optimize the route, or change other route plan properties.

  1. Go to Web App > Navigation Menu > Routes.

    The Assigned Route Plan page appears.

  2. Click the icon in the Route Plan section.
  3. Under the Actions column, click the edit icon corresponding to the route plan you want to modify.
  4. Optional: Add or remove customers, re-order the customers, optimize the route, or modify any route plan properties.

  5. Click Save.
  6. Select Apply changes to new route assignments or Apply changes to existing routes.

  7. Click OK to save the route plan and apply changes.