Customer Profile
Routes
Delivery route assignments for customers.
Routes define delivery schedules — which route serves a customer and on what days.
Quick Overview: Routes tell you when orders can be delivered. Check delivery days before promising a customer their order will arrive "tomorrow."
Route Information
The Routes card shows:
| Field | Description |
|---|---|
| Route Name | Delivery route identifier |
| Route Code | System code for the route |
| Delivery Days | Days of the week this route operates |
How Routes Are Used
Routes enable:
- Delivery planning — Know when orders can be delivered
- Order scheduling — Match orders to delivery windows
- Route optimization — Plan efficient delivery sequences
- Customer expectations — Communicate delivery days clearly
Data Source
Routes are managed in your source system and sync to WiseParts. To change a customer's route:
- Update the assignment in your source system
- Sync the customer profile
Multiple Routes
Customers may have multiple routes for:
- Different product types (parts vs. equipment)
- Different delivery addresses (main location vs. branches)
- Backup routes for overflow
Did you know? Knowing a customer's delivery days helps with upselling. If they get deliveries on Tuesday and Friday, you can suggest adding items to an order that's about to ship.