Basic Routing is a simple method for setting up your customer routes and is enabled through the v7 licence feature (distributed with all Mobileezy software for purchases after 2013). When enabled, the Basic Routing tab is the first tab found under the Routing icon. It has two main functions:
|1.||Displaying existing scheduled visits created in the Territory Activity Event Editor (bottom of screen) or in Desktop Order Entry System (top of screen)|
|2.||Creating simple fortnightly scheduled routes for a handheld user.|
It is recommended that Basic Routing is only used if you need to create fortnightly schedules for your customers. If you have need to schedule recurring visits of any other frequency, you will need to use the the Territory Activity Event Editor to create the routes, see Scheduling Customer Routes.
Viewing existing visits in the Basic Routing tab
To view existing visits in the Basic Routing tab:
|1.||From Routing > Basic Routing |
|2.||Select the Territory, Handheld User and date from the filters|
|3.||Any existing schedules will appear in the two schedule fields on the left of the screen. Visits created from Desktop Order Entry System will appear in the window to the top left with schedules created using the Territory Activity Event Editor or Basic Routing appearing in the window to the bottom left.|
|Schedules in the Basic Routing Tab|
Using Basic Routing to Create Fortnightly Schedules
The Basic Routing tab can be used to simply create fortnightly recurring customer visits for handheld users. To do this:
|1.||Select the Territory, Handheld user and date from the filters. Note. the fortnightly visit will begin from the date selected.|
|2.||Search for, or select the customer from the customer list on the right. |
|3.||Use the to assign the customers to the schedule one at a time (NB. There is no multiple select on this). Assigned customers will now appear on the assigned run list window.|
|Creating Fortnightly Customer Visits|
Note: The newly assigned customers will appear in the lower box once you refresh or close and then re-open Mobileezy.
|4.||Mobileezy will also automatically create a recurring schedule for the customer under the Territory Activity Event Editor|
|Visit Created in Basic Routing|
Printing the Basic Routing Run List
The run list can be printed from the Basic Routing tab. To do this:
|1.||Select the Territory, Handheld User and Date and then press the print button.|
|Printing the Basic Routing Run List|
|2.||The print out will show the customer routes for the currently selected filters.|
|The Run List Print Out|
Note: By default, the customers will appear in the order they have been assigned using the basic routing. If you would like to prioritise your customer route, they need to be configured using the Customer Priority Manager function.
Deleting the Routes (Advanced)
All routes for a territory can be deleted by pressing the Advanced button and then selecting the Territory from the list. The Advanced button is also available on the Territory Routing tab.
Note. This will delete ALL routes setup in either the Territory Activity Event Editor or the Basic Routing tab. It will not delete any routes that have been created in Desktop Order Entry System
Scheduling Territory Routes
Scheduling Customer Routes
Reports (Missed Visit Report)
Reports (Runlist by Priority Report)