Fixed Routes - Transportation Tender
- Megan Stanage (Unlicensed)
Fixed route planning and management is critical for distributors and manufacturers that have multiple routes for deliveries to the same stops every day/week or even multiple times a day.
The Fixed Routes page allows you to create, edit, and delete fixed routes—collections of two or more stops. Each stop is put into a sequence
New or Edit Fixed Route
Click New to create a fixed route. Click Edit to edit a fixed route.
This opens a pop-up window where you can enter the following details:
General Tab
| FIELD | DESCRIPTION |
|---|---|
| Name | Enter a name for the route. Must be unique. |
| Carrier | Select the carrier for the route. |
| Carrier Service | Select the carrier service for the route. |
| Cutoff Time | Select the cutoff time—the time at which orders will no longer be accepted prior to the tender proceeding. |
Effective Start Date | Select the route start date. |
| Effective End Date | Select the route end date. This is not required. |
| Active | Turn on this toggle if the fixed route is active. |
| Route Schedule | Select the days of the week that the route is active. |
Parameters Tab
| FIELD | DESCRIPTION |
|---|---|
| Transaction Type | Select the transaction type for this route. This list is populated with Transaction Types that have the Has Fixed Route toggle turned on. |
| Tender Release Option | Select the tender release option for this route:
|
| Release Without Required Orders | Turn on this toggle to allow the release of the route tender even if there are not shipments for all required stops. |
| New Stop Workflow Transaction Code | Select the stop workflow code for this route. |
| Origin Stop | Select the origin stop for this route. This list is populated with all Origin Locations that have the Fixed Route Stop toggle turned on. |
| Equipment Type | Select an equipment type for this route. You can select from all types assigned to the selected carrier. |
Stops Section
| FIELD | DESCRIPTION |
|---|---|
| New | Click this button to add a stop to the route and enter the following information:
Note A route must have at least two stops before it can be saved. |
| Move Down/Move Up | Use these buttons to change the sequence of the stops. |
| Freight Items | Click this button to manage Freight Items with the Stop cost type. You can assign freight items to the route, as well as edit the cost of the freight items. Click Save to save any changes.
|
Delete Fixed Route
Select the desired record and click Delete to delete a fixed route.
Click OK on the confirmation pop-up to confirm the deletion.
Copy Fixed Route
Select the desired route and click Copy.
You can adjust the name and route schedule on the copy.
Copying is useful if multiple (but similar) routes are needed.
Freight Items
Select the desired record and click Freight Items to manage Freight Items with the Tender cost type.
You can assign freight items to the route, as well as edit the cost of the freight items.
Click Save to save any changes.
Import/Export Fixed Routes
Click Import and select your file(s) to import.
Select a record and click Export to export.
Click Export All to export all displayed records.