Select all of your orders and send to planning to start creating routes
- Once all of the orders for a given day are accounted for, you can send those to the ‘Plan’ (aka routing) stage of the process.
- To send orders to ‘Plan,’ select all of the orders that need to be routed for a given day using the checkbox on the left-hand side of the page.
- Once the orders are selected, click the green “Send to Planning” button at the bottom of the page.
- After pressing this button, the system will prompt to select the day that these orders will be routed. After selecting, press “Confirm.”
- These orders will now be removed from the ‘Unassigned’ page, and will be moved to the ‘Plan’ section of the system to get routed.