Logistical Route Settings

Customer > Settings > Logistical Settings > Logistical Route Settings
Merchandising and Distribution > Settings > Logistical Settings > Logistical Route Settings
System Administration > Get Started - Enter Your Information > Get Started Step 4 - Delivery > Logistical Route Settings
System Administration > System Settings > Customer System Settings > Logistical System Settings > Logistical Route Settings

Use this file with the Route Code field in the Zip Code file and the Route Capacity Settings. When you enter the delivery date or scheduled date on a sales or service order, the program verifies that the route assigned to the customer's ship-to zip code delivers on that day. When you enter the scheduled delivery date on a transfer, the system verifies that the route assigned to the warehouse location's zip code transfers goods on that date.

To limit stops, total pieces, total dollar amounts, and cubic units for individual routes, use the Route Capacity Settings. To specify global limits, use the Route Capacity Control Settings.

Select the route type. You have the following options:

Delivery - for sales order delivery route codes
Transfer - for transfer route codes
In-Home Service - for customer service route code (active only if using the Customer Service module)

Once you schedule orders for a route, you cannot modify the route type.

Use this field to specify the days of the month the selected route is available. For each day of the week, you can enter any of the following codes:

A = ALL
1 = FIRST
2 = SECOND
3 = THIRD
4 = FOURTH
5 = FIFTH
Blank = no deliveries on this day

For example, if you

enter A in the Tuesday field, you indicate the route makes deliveries on all Tuesdays.
enter 2 in the Saturday field, you indicate the route makes deliveries on the second Saturday of each month.
enter 1,3 in the Friday field, you indicate the route makes deliveries on the first and third Friday of each month.
leave the Sunday field blank, you indicate the route makes no deliveries on Sunday.

Important If you specify settings in these Available Days fields and you leave the Transfer From field (below) blank, a message displays when you click the Save button to file your changes. The message warns that if you leave the Transfer From field blank and choose to continue, the restrictions in the Available Days fields are not enforced. You can answer Yes to continue, but the route calendar displays all days as available when creating the transfer. Alternately, you can answer No to the message and specify a Transfer From location.

You can use this setting to automatically close routes to scheduling on specific dates, based on the number of days you enter in this field. Once you enter a number of days in the field, the system uses this number and today's date to determine the dates that should be closed and displays them as unavailable in the route calendar during scheduling. Enter the number of days prior to the delivery/transfer/service date that routes are to be automatically closed.

The field appears in Logistical Route Settings, Service Control Settings, and Point of Sale Control Settings and is used for delivery, transfer, and service type routes. If you leave the field blank in the Logistical Route Settings for any delivery/service/transfer route, the system uses this field in the Point of Sale Control Settings or Service Control Settings, depending on the route type (delivery/transfer/service).

If you leave this field blank in all three settings routines, this feature is ignored and you can close dates in the normal manner, using Route Capacity Settings and/or Route Capacity Control Settings.

If you use this feature to close dates, they remain closed even if you access this field again and change the number of days. You can "re-open" the closed dates only by doing the following: 1) change the number of days in this field (in control settings and/or route settings) and then 2) access the dates via Route Capacity Settings and change the maximum number of stops for those dates.

This is an optional field that is only active if you selected Transfer in the Route Type field. Use this field to tie a transfer route to a stock location. Click the arrow button to select the Transfer-From location for this route from the drop-down list.

Important If you specify settings in the Available Days fields (above) and you leave this field blank, a message displays when you click the Save button to file your changes. The message warns that if you leave this Transfer From field blank and choose to continue, the restrictions in the Available Days fields are not enforced. You can answer Yes to continue, but the route calendar displays all days as available when creating the transfer. Alternately, you can answer No to the message and specify a Transfer From location.

To link this route to a shared route capacity pool, indicate the code of the shared route pool. You can click the Search button to select a shared pool code from the list. Only shared capacity pools with the same route type are available in the list. The shared pool you link to the route is in effect on all days that the route is available. Upon saving this change, the shared capacity calendar is updated with any changes to the shared pool.

iCall Stops

If open orders exist for this route, you cannot Delete the entire route code (Delete button at bottom of the screen is inactive).

Transfer To Locations - This action is only available if transfer is selected in the route type field. You can use this action to create and maintain a list of Transfer-To locations linked to this transfer route. You can also link routes to a specific warehouse/store location using the Transfer Route field on the Inventory & Logistics tab in Warehouse/Store Location Settings.