Visit Routes
Organize your sales territory into optimized routes that guide reps through their customer visits in the most efficient sequence.
Route Types
| Type | Description |
|---|---|
| Linear | A single sequential route — customers are visited in optimized order |
| Fixed | Multiple named sub-routes (route groups) within one route — useful for organizing by day or area |
Creating a Route
- Navigate to Settings > Customer Routes
- Click Create Route
- Configure the route settings
- Save
| Field | Description |
|---|---|
| Custom ID | Your internal route identifier |
| Name | Display name for the route |
| Salesman | Assigned sales rep |
| Route type | Linear or Fixed |
| Auto-fill | Automatically add customers assigned to this salesman |
| Split by | Maximum customers per group (for auto-fill) |
Auto-Fill Options
When auto-fill is enabled, you can exclude certain customers:
| Exclude Option | Effect |
|---|---|
| Segments | Skip customers in selected segments |
| Branches | Skip customers in selected branches |
| Minimum visits | Only include customers with at least X visits |
Managing Customers
Adding Customers
Manual: Click Add customers and search for customers to include.
Import from file: Upload a file with customer identifiers from your source system.
| Format | When to Use |
|---|---|
| One ID per line | Simple single-route import |
DMS_ID;Group Name | Import with route groups (Fixed routes) |
Bulk import: Import customers across multiple routes at once using the format ROUTE_ID;DMS_ID;Group.
Reordering Customers
Control visit sequence using the toolbar that appears when selecting customers:
| Action | Description |
|---|---|
| Move up/down | Shift position by one |
| Move to start | Jump to first position |
| Move to end | Jump to last position |
| Drag and drop | Reposition freely within the list |
Toggle and Ignore
| Action | Effect |
|---|---|
| Toggle | Temporarily remove a customer from the active route without deleting them |
| Ignore | Keep customer in route but exclude from auto-fill updates |
Route Optimization
Click Optimize to automatically reorder customers for the shortest travel path.
Optimization uses GPS coordinates to calculate the most efficient sequence. The system shows:
- Total distance
- Estimated duration
- Any customers missing coordinates (marked as invalid)
Auto-Fill
Routes with auto-fill enabled update automatically every 30 minutes to include new customers assigned to the route's salesman.
How it works:
- Checks for customers assigned to the salesman
- Applies your exclude filters (segments, branches, minimum visits)
- Splits into groups based on your split-by setting
- Adds new customers to the route
Click Fill now to trigger an immediate update instead of waiting for the schedule.
Route Groups (Fixed Routes)
Fixed routes contain multiple named sub-routes called route groups. This is useful for:
- Organizing visits by day of the week
- Separating geographic areas
- Managing different customer tiers
To create route groups:
- Set the route type to Fixed
- Add customers with group names via import (
DMS_ID;Group Name) - Or manually assign customers to groups after adding them
Map View
Click Map to visualize your route:
| Element | Meaning |
|---|---|
| Numbered pins | Customer locations in visit sequence |
| Blue pins | Active customers |
| Gray pins | Ignored customers |
| Route line | Optimized travel path between stops |
The map helps you verify route logic and identify geographic clusters.
Route Metrics
Each route displays key statistics:
| Metric | Description |
|---|---|
| Customers | Total customers in the route |
| Valid | Customers with GPS coordinates |
| Invalid | Customers missing coordinates |
| Distance | Total optimized travel distance |
| Duration | Estimated travel time |
Import Format Reference
| Import Type | Format | Example |
|---|---|---|
| Single route | One ID per line | CUST001 |
| With groups | DMS_ID;Group Name | CUST001;Monday |
| Bulk (multiple routes) | ROUTE_ID;DMS_ID;Group | ROUTE-A;CUST001;Monday |