Routes are comprised of one or more quadrants. Routes allow for more effective scheduling because they allow you to group your Quadrants at a high level, rather than relying solely on Quadrants. Routes will appear anywhere a Quadrant will appear as long as the Quadrant is associated with a specific Route.
NE Portland is comprised of multiple zip codes. You can break these zip codes out into separate Quadrants. This will allow you to schedule a service tech in a specific quadrant on a specific day; however, if you need to see what is scheduled in ALL of NE Portland for a specific day, then you would add each Quadrant in NE Portland into a Route called NE Portland. See setup below:
(Add all the zip codes that are included in each Quadrant)
Step by Step:
Step 1: Open the Routes tab (Administration > Service and Delivery > General Setup > Routes)
Step 2: Click Add. The Service Route screen appears.
Step 3: Name - Input the name of the route. For example, Route 1.
Step 4: Associated Quadrants - Select the quadrants in the route.
Step 5: Click OK when complete.Step 6: Test the new route.
- Open the Customer tab of the main menu.
- Select Post Code in the Select Search Option section.
- Input a postal code inside the new route and click Click here to search. The customers in that postal code will appear in the search results.
- Click on a customer in the search results. The Profile tab at the top of the screen will populate with the customer information. This information will include the route number.
Security Permissions Required
|Administration-Service & Delivery||Can Access Service/Delivery Tree Branch|
Unless explicitly stated, this topic documents the most recent version of Evosus Business Enterprise. If you're not using the latest version, go here to download it.
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