Route File Maintenance

This article shows how to use Route File Maintenance in xRMS. Chain and/or Customer Numbers are assigned to Routes, as are Drivers, Companies, and Distribution Centers. Routes are an important part of the Route Accounting system because they group customer deliveries together to streamline the delivery process. This article covers viewing, adding, editing, and deleting routes.

Important: Once a company is live with xRMS, a Route should never be deleted — it should ONLY be made Inactive.

Route File Maintenance (Main Screen)

Field	Required/Optional	Recommended / Notes
Route Number	Required	Identifies the delivery Route Number, up to 6 digits.
Route Description	Required	Identifies the Route Description, up to 30 alphanumeric characters.
Driver Number	Required	Identifies the Driver Number. The driver number is located in the Customer file, always Chain 99999, Customer 123.
Distribution Center	Required	Identifies the Distribution Center.
Load Sheet Section	Optional	Identifies the Load Sheet Section for the Route to print.

Adding a Route to the Route File

Select the + Add icon. The following screen displays.
Populate all other fields you would like; upon completion, press Save.

Any fields highlighted in red are mandatory fields and need to be populated.

Route File – Route General Screen

Field	Value	Recommended / Notes
Route Number	Required	Identifies the delivery Route Number, up to 6 digits.
Description	Required	Identifies the Route Description, up to 30 alphanumeric characters.
Driver Number	Required	Identifies the Driver Number. The driver number is located in the Customer file, always Chain 99999, Customer 123.
Company Number	Required	Identifies the Company Number.
Distribution Center	Required	Identifies the Distribution Center Number.
Primary Salesman	Optional	Identifies the Primary Salesman.
Secondary Salesman	Optional	Identifies the Secondary Salesman.
Region Number	Optional	Code used to group items together for reporting, item prompt inquiries, and mass price maintenance purposes. If used, valid Region Numbers (Code Type "RN") must exist in the codes file.
Sub-Region Number	Optional	Code used to group items together for reporting, item prompt inquiries, and mass price maintenance purposes. If used, valid Sub-Regions (Code Type "SUBREG") must exist in the codes file.
Sales District	Optional	Code used to group items together for reporting, item prompt inquiries, and mass price maintenance purposes. If used, valid Sales Districts (Code Type "SD") must exist in the codes file.
Sales Division	Optional	Code used to group items together for reporting, item prompt inquiries, and mass price maintenance purposes. If used, valid Sales Divisions (Code Type "SV") must exist in the codes file.
Route Type	Optional	Identifies the Route Type; choose one: Regular, Independent, Independent Charge do not credit, Super Route, or Thrift Store Route.
Cab Number	Optional	Identifies the Cab Number.
Trailer Size	Optional	Identifies the Trailer Size.
Route Class	Optional	Identifies the Route Class.
Super Route Number	Optional	Identifies the Super Route Number.

Route Info 2

Field	Value	Recommended / Notes
Delivery Days	Required	Identifies the Route Delivery Day – select Sunday through Saturday.
Load Time	Optional	Identifies the Load Time of the route.
Load Sheet Section	Optional	Identifies the Load Sheet Section the Route will print in when Load Sheets are printed.
Delivery Sequence	Optional	Identifies the Delivery Sequence of the Route Number.
Route Base Delivery Week	Required	Identifies Day 1 for the Route Delivery Week.
Distributor Customer Number	Optional	Identifies the Distributor Chain and Customer Number.
ProForma Customer Number	Optional	Identifies the ProForma Chain and Customer Number.

Route Info 3

Field	Value	Recommended / Notes
Route Status	Optional	Identifies the Route Status.
Date Status Change	Optional	Identifies the Date Status Change.
Pending Status	Optional	Identifies the Pending Status.
Date of Pending Status Change	Optional	Identifies the Date of Pending Status Change.
Handheld Route	Optional	Identifies if this is a handheld route (Yes or No).
Universal Time Offset	Optional	Identifies the Universal Time Offset.
External Customer Number	Optional	Identifies the External Customer Number.
I/C Transfer from Dist Center	Optional	Identifies the I/C Transfer from Distribution Center.
I/C Transfer to Dist Center	Optional	Identifies the I/C Transfer to Distribution Center.
Settlement Date	Optional	Identifies the Settlement Date.

Edit a Route

Select the Pencil icon for the Route you wish to edit.
Make the necessary changes.
Select the Save icon. A message confirming the changes to the route file is displayed.

Deleting a Route

Select the Route you wish to delete.
Select the Delete icon.
The question will appear "Delete Route"; select Cancel or Delete.