Purpose
The Routing module manages delivery routes within TRUE, with each route representing a single truck's scheduled deliveries for one day.
Routing List View
The list view displays all routes in the system with their current status and key information.
Status Counters
The system displays status counters at the top of the screen, which administrators can customize through the "⚙️" Icon > Categories module. Default statuses include:
Search & Filter Options
The list view provides several ways to find specific routes:
| Search field | Enter text to find specific routes |
| Type | Filter routes by customizable classifications set in "⚙️" Icon > Categories |
| My Routes | Display only routes assigned to the current user |
| Favorites | Show routes marked as favorites |
| All | Display complete route list |
| Advanced Filter | Access additional filtering options |
| Clear | Remove all applied filters |
Column Headers
The main list displays the following information for each route:
| Name | Route identifier and description |
| Date | Scheduled delivery date |
| Stage | Current status of the route, using customized status options |
| Assigned | Personnel assigned to handle the route |
| Stops | Number of delivery locations on the route |
"≡" Button
| Directions Report | Generate a report of directs for the found set of data. |
| Stops Report | Generate a report of stops for the found set of data. |
| Archived | Mark the selected route as “Archive” to remove it from active list. |
| Delete | Permanently delete the selected route. |
Advanced Filter
| Name | Filter routes by their identifier or descriptive name |
| Type | Filter by customizable route classifications set in Categories |
| Date | Search by scheduled route date |
| Description | Search within route description content |
| Assigned | Filter by personnel assigned to routes |
| Activity Log | Search for specific entries in route history |
| Start Address | Filter by route beginning location |
| Stop Address | Search for specific delivery locations |
| Stop Display | Filter by how stops appear in the route listing |
| Stage | Filter by current route status (customizable in Categories) |
| Facility | Search by associated company facility |
| Stop Notes | Filter by delivery stop annotations |
| Active | Toggle to show only active routes |
| Archive | Toggle to show only archived routes |
| Loaded | Toggle to show routes with loaded status |
| Unloaded | Toggle to show routes pending loading |
| Delivered | Toggle to show completed deliveries |
| Undelivered | Toggle to show pending deliveries |
| Billed | Toggle to show routes that have been invoiced |
| Unbilled | Toggle to show routes pending billing |
| Favorite | Toggle to display only routes marked as favorites |
Route Detail View
When selecting a specific route, users can access detailed information across three tabs:
Stops
Manage delivery locations.
| Start Address | Route beginning location |
| Finish Address | Route end location |
| Facility | Associated company location |
| ORDER # | Unique identifier for each delivery |
| ADDRESS/RELATED | Delivery location and associated details |
| LOADED | Status of order loading |
| DELIVERED | Delivery completion status |
| BILLED | Invoice status for delivery |
| Notes | Additional stop-specific information |
"≡" Button
| View Shipping | Access shipping details |
| Archive | Store route record |
| Move | Adjust stop sequence |
| Map | View route on map |
| Delete | Remove route from system |
Map
View route visualization.
| Map/Satellite Toggle | Switch between view types |
| Total Distance | Route length calculation |
| Turn-by-Turn Directions | Detailed navigation guidance |
| Location Markers | Visual indicators for each stop |
Overview
Access route details and settings.
| Name | Route identifier |
| Type | Route classification based on customized categories |
| Date | Scheduled delivery date |
| Stage | Current route status using customized status options |
| Description | Additional route details |
| Assigned | Personnel assignments |
| Activity Log | History of route updates and changes |
Common Workflows
Route Creation
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Routes are typically generated automatically when:
- New pick tickets are created
- Deliveries are scheduled
- Orders are processed
-
System checks for existing routes matching:
- Delivery date
- Assigned truck
- Available capacity
- If a matching route exists, adds stop to existing route
- If no matching route exists, creates new route
Loading Process
- Loading team accesses pick tickets in reverse order
- Items are loaded last-in-first-out based on delivery sequence
- Team confirms loading status for each item through pick tickets
- Loading is typically scheduled for the day before delivery
Delivery Process
- Drivers access routes via tablet/mobile device
- Use integrated Google Maps for navigation
- Update delivery status at each stop
- Can report problems or exceptions
- Completes manifest at delivery location
Route Optimization
- Schedulers can manually arrange stops
- Automatic optimization available through Google Maps
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System considers:
- Delivery sequence
- Geographic location
- Time windows
- Vehicle capacity
Route Completion
- All stops must be marked as delivered
- System updates inventory and order status
- Accounting can generate invoices from completed routes
- Routes archived for historical reference
- Shipping records can be reviewed and processed for billing
Remember: Routes are designed for single-day, single-truck operations. Multiple days or trucks require separate route records.