The ability to easily route your trucks each day is critical to the smooth and efficient operation of your business. However, routing trucks is not an exact science. Certain customers may have emergencies that require your driver to stop there first, or road conditions may dictate a change in plans. Drag and drop technology and an Auto Sequencing feature have been incorporated into the design of the Assign Routes utility providing a more robust tool for distributors.

 

First, Check the settings for the Auto Sequencing Systems Option

Before you begin to use the redesigned Assign Routes utility a related Systems Option should be reconfigured if you would like to change the way entrée will auto sequence routing using Stop Numbers, Truck Number, Routes and Invoices.

 

Default value: "Auto sequence Stop Number" is enabled along with Truck Number and Assign to the Route. If you want to use the default values you do not need to update the Systems Options then begin using the utility.

 

•Go to the System ribbon menu > System Preferences > Systems Options tab > Additional Features section of this guide for detailed information about configuring the Assign Routes options.

 

Second, start using the Assign Routes Utility

Now that you have decided how Auto Sequencing will be handled for your company you can tackle assigning routes.

 

Key features in the entrée Assign Routes Utility

 

•Edit Invoices in Assign Routes.

•View Route/Stop information and manage Invoices, Return Authorizations and Purchase Orders (Backhaul).

•Add new Routes in one click.

•Drag and drop documents to a specific sequence in a route.  

•Option to display unprinted invoices only.

•Re-assign Invoices & Return Authorizations to a new Invoice Date for select documents or by route.

•Drag a truck to a route and the truck number is automatically copied to each invoice.

•Drag a route to a route to merge routes. Merged invoices are added to the end of the destination route.

• Edit Route, Stop or Truck.

•Use Credit Memos to create Return Authorizations and manage them in Assign Routes.

•View all of the invoices scheduled for delivery on a specific date and the Document Change History Panel for Invoices and Return Authorizations.

• View the Print Status and how many times each invoice has been printed (if any) for listed invoices.

•Click the corner of the screen to drag the screen to make it longer so you can view more information at once.

•New Truck Status section with Truck Loading data, Max Cubes and Max Weight. Shows information on Return Authorizations, Invoices, POs, CODs, Cubes, Weight and Stops. Separate panels for Deliveries and Backhauls.

•Many of the reports in entrée can be grouped or sorted by truck route such as the pick list, pull sheet, and invoice register and delivery manifest.

•After entering or editing this information, invoices can be printed in a delivery or reverse delivery sequence.