Route Balancing

Route Balancing gives the user an overview of all orders for all Routes and Load Dates. It allows the user to move orders individually or in bulk from one Route Number to another, and to change the load and delivery date, balancing out the routes for delivery purposes.

Route Balancing – Bulk Change

Select the Route Balancing hyperlink under the DISTRIBUTION MENU.
Enter the Load Date to view Routes available for Route Balancing.
Once you enter the Load Date, click on the drop-down arrow to view ALL the orders for that particular load date and route number.

Select Bulk Change to move ALL the customers' orders on that route and load date to another Route Number and/or another load and/or delivery date as well.
Select Apply.

Once the user selects Apply, the following screen appears.
This allows the user to change the Route Number only, or the Load and/or Delivery Date as well.
Press OK to save the changes.

Once OK has been pressed, the orders on Route 4 were bulk changed to Route 2.

Route Balancing – Moving an Individual Order

Select the Route Balancing hyperlink under the DISTRIBUTION MENU.
Enter the Load Date to view Routes available for Route Balancing.
Once you enter the Load Date, click on the drop-down arrow to view orders for the load date and route number entered.
Select the individual change button to move the one order from one route to another.

Select the individual change button to ONLY move the one customer order from one Route Number to another Route Number and/or another load and/or delivery date as well.
This allows the user to change the Route Number only, or the Load and/or Delivery Date as well.
Press OK to save the changes.

Once OK has been pressed, the order was moved from Route 2 to Route 4.

Fields Defined

Field	Mandatory?	Description
Load Date	Yes	Displays the Load Date.
Route Number	Yes	Displays the Route Number.
OE Representative	No	Identifies the OE representative.
Distribution Center	Yes	Displays the Distribution Center Number.
Order Number	Yes	Identifies the Order Number.
Ordered/Cases	Yes	Displays the Ordered/Cases.
Ordered/Cube	No	Displays the Ordered/Cube.
UPDL/Cases	Yes	Enter a Call Time for each Delivery Day and the time to be called for Call Queue.
UPDL/Cube	Yes	Enter a Service Duration for each Delivery Day.
Trailer Cube Feet	No	Displays the Trailer Cube Feet.
Orders Taken	Yes	Identifies the amount of orders taken.
Remaining Orders		Identifies the number of remaining orders on the route to be called.
Scheduled Orders		Identifies the number of scheduled orders.
Percent		Identifies the percentage of orders remaining.
Sub Route		Displays the Sub Route Number.
Order Number		Identifies the Order Number.
Customer		Displays the Chain and/or Customer Number.
Name		Displays the Customer Name.
Address		Displays the Customer Address.
City		Displays the Customer City.
State		Displays the Customer State.
Bulk		Indicates whether or not the order is Bulk (Y/N).
Units		Displays the Unit Total.
Cases		Displays the Case Total.
Cube		Displays the Cube Total.
Weight		Displays the Weight Total.
Amount		Displays the dollar Amount of the Order.
Status		Displays the Order Status.