A routing guide is a document (or documents) that defines preferred strategies for routing shipments (i.e., rules and requirements for shipping products from vendors to the purchaser).

These rules streamline the packaging, labeling, and transporting processes between the shipper, vendors, and carriers.

The Routing Guides page allows you to create and edit routing guides.

New or Edit Routing Guide

Click New to set up a new routing guide. Click Edit to edit a current routing guide.

This opens a pop-up window with details regarding the routing guide.

General Tab

FIELD	DESCRIPTION
Name	Enter the routing guide name.
Description	Enter a detailed routing guide description.
Freight Term	Select the freight term for the routing guide: Shipper: The shipper pays for the freight. Receiver: The recipient pays for the freight. Third-party account number required. Consignee: The recipient pays for the freight. Third-party account number not required. Third Party: The delivery location receives the goods but a third party pays for the freight. Third-party account number required. Example When shipping to a chain store, the store does not pay the freight; corporate pays for the freight.
Enable	Turn on this toggle to enable this routing guide.
Origin
Origin City	Enter the origin city.
Origin State/Province Code	Enter the origin state or province code.
Origin Postal Code	Enter the origin postal code.
Origin Country Code	Enter the origin country code.
Destination
Destination City	Enter the destination city.
Destination State/Province Code	Enter the destination state or province code.
Destination Postal Code	Enter the destination postal code.
Destination Country Code	Enter the destination country code.

Tags Tab

You can add tags to the information from your host system to help determine which routing guide record to return.

This can be helpful when groups of items require special handling, or when a group of customers shares a routing guide.

FIELD	DESCRIPTION
1: Partner ID	Enter the ID of the customer for the routing guide.
2: Order Tag	Enter the demand channel used to calculate the reservation.
3: Customer Tag	Enter the customer group from the customer record.
4: Item Tag	Enter the item identifier you wish to use. Note You need to add a customization in D365 to support the logic you want to use to figure out what value to pass as there are probably multiple items on every order.

Manage Routing Guide Details

Click Manage Routing Guide Details on a routing guide line to configure details.

You should see any configured carrier services, along with several buttons.

Click the plus sign to expand the details to display limits associated to that carrier service.

Create or Edit Routing Guide Details

Click New to add details. Click Edit to edit details

This opens a pop-up window where you can enter the following details:

Limits Tab

FIELD	DESCRIPTION
Minimum Weight	Enter the minimum weight two decimals. This must be less than the maximum weigh.
Maximum Weight	Enter the maximum weight with two decimals. This must be greater than the minimum weight.
Standard Transit Time	Enter the number of hours for standard transit time.
Pallets Enabled	Turn on this toggle to enable pallets for this routing guide instead of containers. This enables the minimum and maximum fields for pallets.
Minimum Number of Containers	Enter the minimum number of containers. This must be less than the maximum number of containers. Note When using a suggested carrier, the system only checks pallet configurations.
Maximum Number of Containers	Enter the maximum number of containers. This must be more than the minimum number of containers. Note When using a suggested carrier, the system only checks pallet configurations.
Minimum Number of Pallets	Enter the minimum number of pallets. This must be less than the maximum number of pallets. Note This field is only enabled if the Pallets Enabled toggle is turned on.
Maximum Number of Pallets	Enter the maximum number of pallets. This must be more than the minimum number of pallets. Note This field is only enabled if the Pallets Enabled toggle is turned on.

Result Tab

FIELD	DESCRIPTION
Carrier	Select a carrier for this routing guide.
Carrier Service	Select a carrier service for this routing guide.
Carrier Group	Select a carrier group for this routing guide. The carrier group options are populated from Carrier Bidding Groups page.
Equipment Type	Select the equipment types for the routing guide. The equipment type options are populated from the Equipment Types page.

Delete Routing Guide Details

Select the desired record and click Delete to delete details.

Click OK on the confirmation pop-up window to confirm the deletion.

Delete Routing Guide

Select the desired record and click Delete to delete a routing guide.

Click OK on the confirmation pop-up window to confirm the deletion.

Copy Routing Guide

Select the desired routing guide and click Copy.

A duplicate is created with a timestamp appended to the end of the name. You can adjust the name and description on the copy.

Copying is useful if multiple (but similar) routing guides are needed.

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