Routing Guides
- Megan Stanage (Unlicensed)
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:
|
| 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 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.