Sending orders to the planning page

Select all of your orders and send to planning to start creating routes

  1. 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.
  2. 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. 
  3. Once the orders are selected, click the green “Send to Planning” button at the bottom of the page. 
  4. After pressing this button, the system will prompt to select the day that these orders will be routed. After selecting, press “Confirm.” 
  5. These orders will now be removed from the ‘Unassigned’ page, and will be moved to the ‘Plan’ section of the system to get routed.