How to set up Priority in routing?

Created by Tanya Derevyanko, Modified on Wed, 20 Dec, 2023 at 10:22 AM by Tanya Derevyanko

You can set rules and assign Priority level (High / Normal / Low) to a delivery/collection order, a customer or an address. The system will optimize routes according to the Priority settings to make sure your high-priority customers or locations will be visited first. 


Step 1: First go to tab Settings -> Routing and Optimization and check the box Use Priority for optimization. Make sure you've selected optimization by Time.


 


Step 2: To set the priority level to clients go to tab Directories -> Clients, select the client you want to be serviced first or last on a regular basis and click Edit Item. In the pop-up window select the required priority level and click Save.





Step 3: In case you want to set priority to an address go to tab Directories -> Addresses, select the location you want to be visited first or last on a constant basis and click Edit Item. In the pop-up window select the required priority level and click Save.


 


 Step 4: Go back to tab Routes, high-priority addresses/clients are marked with red arrows, low-priority addresses are marked with green arrows. 


 


Step 5: You can also set priority preferences for specific orders. Note: order priority settings override priority rules set up for clients and addresses in Directories. Select the required order and open Edit window from the Actions menu.



 

Set the required priority level and click Save.



Step 6: To get your route optimized manually according to the priority settings click button Optimize. 




 If you create routes automatically with our routing engine all routes will be planned based on set priorities as well.


 

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