Route Version Maintenance

Route Version Maintenance links a Route Number to a Route Version and sets the start and end dates for that Route/Version. Because many route businesses are seasonal, customer groupings, call frequencies, and delivery days change throughout the year — and during holiday weeks — so each Route/Version combination (a Route Time Table) has its own effective and end dates, letting customers move from one call-and-delivery pattern to another automatically. This procedure is also used to assign Chain/Customer Numbers to a Route Number/Version and to specify the Telesales Order Entry Representative responsible for calling the customers on each Route Version.

Create a New Route Version

Select the Route Version hyperlink under the ROUTE MENU.
Select the + ADD button to create a Route Version.
Enter the following entry fields on the General tab.

Entry Fields

Field	Description
Route Number	Identifies the Route Number.
Route Version	Identifies the version of the route.
Effective Date	Identifies the effective date of the route version.
End Date	Identifies the end date of the route version.
Order Entry Rep	Select the Order Entry Rep for this particular Route Version to be used with the Call Order Queue.
Default Delivery Type	Select the default delivery type for each customer that will be added to the Route Version.

Next, complete the Week tab:

Select the Week tab.
Enter the following entry field information on the Week tab.

Entry Fields on the Week Tab

Field	Description
Delivery Days	Select the Delivery Days – Sunday through Saturday.
Load Date	Select the Load Date for each Delivery Day.
Call Day	Select the Call Day for each Delivery Day.

Press Save.

Create a New Customer Route Version

From the xRMS Main Menu, select the Route Version Maintenance hyperlink under the ROUTE MENU menu option.
Select the Route Number and Version to begin adding customers.

Once the Route Number and Version are selected, the following screen appears. Press Add.

The following screen will appear:

Entry Fields on the General Tab

Field	Description
Chain/Customer Number	Select the Chain or Customer Number.
Route Number	Route Number is populated from the prior screen.
Route Version	Route Version is populated from the prior screen.
Effective Date	Effective Date is populated from the prior screen.
End Date	End Date is populated from the prior screen.
Order Entry Rep	Select the Order Entry Rep for this particular Route Version to be used with the Call Order Queue.
Delivery Type	Select the Delivery Type, if different than the default delivery type.
Start Date	Customer Start Date – enter the Chain or Customer Number start date.
End Date	Customer End Date – enter the Chain or Customer Number end date.

Go to the Week tab to select delivery days.

Entry Fields on the Week Tab

Field	Mandatory?	Description
Delivery Days	Yes	Select the Delivery Days – Sunday through Saturday. Only days that the route delivers can be selected.
Sub Route	No	Enter a Sub Route for each delivery day.
Delivery Sequence	No	Enter a Delivery Sequence for each delivery day.
Load Sequence	No	Enter a Load Sequence for each delivery day.
Pick Sequence	No	Enter a Pick Sequence for each delivery day.
Load Day	Yes	Enter the Load Day for each Delivery Day.
Call Day	Yes	Enter the Call Day for each Delivery Day.
Call Time	Yes	Enter a Call Time for each Delivery Day.
Service Duration	Yes	Enter a Service Duration for each Delivery Day.

Press Save.

Once Save has been selected, the Chain and/or Customer Number now appears on the Route Version.